Wealth Advisor

5 months ago

Regina, Canada Connor, Clark & Lunn Financial Group Full time

**Wealth Advisor**

**Connor, Clark & Lunn Private Capital Ltd.**
**Regina, SK**
- Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the conditions for success for its clients, partners and employees. The firm through its affiliated investment managers is responsible for the investment of over $110 billion in assets under management.
- Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $14 billion in client assets.
- We are always interested in meeting talented individuals for our Wealth Advisor role and are currently hiring in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal.
- **Why Join CC&L Private Capital?**
- To join an entrepreneurial-spirited, employee-owned business
- To capitalize on a unique and attractive compensation structure
- To become an owner/partner of a strong and growing private business
- To work within a unique multi-boutique structure that clearly differentiates Connor, Clark & Lunn from the rest of the industry
- To be part of a highly reputable team and growing firm with a track record of success

**What You Will Do**

CC&L Private Capital has a significant opportunity to capture new business in the direct high net worth and not-for-profit market, as well as through partnerships with the advisor community. High level job accountabilities include:

- Building your own practice of new clients through appropriate business development activities sourced from within your ever-growing network
- Building and maintaining relationships with lawyers, accountants, and other centres-of-influence, including independent financial advisors as referral partners
- Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service
- Establishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversations

**What You Bring**
- Key attributes will be:

- An aptitude for business development, sales and an entrepreneurial spirit
- Excellent interpersonal skills, emotional intelligence and a high level of integrity
- Natural relationship building and networking skills
- Great communicator with excellent presentation abilities
- Deep understanding of financial markets and investment management
- Ability to guide clients in an investment suitability assessment
- An interest to build an asset with unlimited upside with significant autonomy
- Five to ten years’ related industry experience; ability to be registered
- Undergraduate degree; CIM or CFA (Level 1) required
- CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age._

LI-HYBRID #LI-RC1

  • Financial Associate Wealth Advisor

    3 weeks ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Job Title: Financial Associate Wealth AdvisorAffinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented Financial Associate Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing administrative and sales support to our Senior Wealth Advisors.Key...

  • Financial Associate Wealth Advisor

    3 weeks ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Job Title: Financial Associate Wealth AdvisorAffinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented Financial Associate Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing administrative and sales support to our Senior Wealth Advisors.Key...

  • Financial Associate Wealth Advisor

    1 month ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Job Title: Financial Associate Wealth AdvisorAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Financial Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working...

  • Financial Associate Wealth Advisor

    1 month ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Job Title: Financial Associate Wealth AdvisorAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Financial Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working...

  • Financial Associate Wealth Advisor

    2 weeks ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Affinity Financial Strategies/GP Financial Services is seeking a highly motivated and detail-oriented individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will be responsible for providing administrative and sales support to a Senior Wealth Advisor, working with existing clients and credit union...

  • Financial Associate Wealth Advisor

    2 weeks ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Affinity Financial Strategies/GP Financial Services is seeking a skilled and motivated individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will be responsible for providing administrative and sales support to a Senior Wealth Advisor, including scheduling and holding client meetings, developing...

  • Financial Associate Wealth Advisor

    2 weeks ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Affinity Financial Strategies, in partnership with GP Financial Services, is seeking a skilled and motivated individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will work closely with a Senior Wealth Advisor to provide administrative and sales support to existing clients and credit union...

  • Wealth Advisor

    5 months ago

    Regina, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary...

  • Wealth Advisor

    2 months ago

    Regina, Canada the Ladders Full time

    Wealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Regina, SKBecoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique

  • Wealth Advisor

    5 months ago

    Regina, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Advisor& IG Wealth Management& Corporate Channel

    1 month ago

    Regina, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate ChannelLocation(s): ReginaWe are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now! Position...

  • Financial Services Representative

    3 weeks ago

    Regina, Saskatchewan, Canada Aviso Wealth Full time

    Affinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join their team as a Licensed Sales Assistant or Associate Wealth Advisor. The successful candidate will work closely with a Senior Wealth Advisor to provide administrative and sales support, delivering comprehensive...

  • Wealth Advisor

    3 weeks ago

    Regina, Saskatchewan, Canada Conexus Credit Union Full time

    About the RoleWe are seeking a skilled Wealth Specialist to join our Thrive Wealth Management team. As a key member of our team, you will provide expert advice and guidance to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide holistic wealth advice and planning to clients, including investment advice, retirement...

  • Wealth Management Expert

    3 weeks ago

    Regina, Saskatchewan, Canada Connor Clark and Lunn Financial Group Full time

    Unlock Your Potential as a Wealth AdvisorBecoming a Wealth Advisor with Connor Clark and Lunn Financial Group may be the key to a fulfilling and successful career. As one of Canada's largest independent and privately held discretionary investment managers, we offer a unique opportunity to help clients achieve their financial goals.About the Role:Work with...

  • Wealth Management Professional

    1 month ago

    Regina, Saskatchewan, Canada CC&L Private Capital Full time

    Unlock Your Potential as a Wealth AdvisorAt CC&L Private Capital, we're seeking a seasoned sales professional with a strong industry background to join our team as a Wealth Advisor. This is an exceptional opportunity to leverage your existing network and establish a practice with our firm, pursuing business development activities with high-net-worth...

  • Wealth Management Professional

    1 month ago

    Regina, Saskatchewan, Canada CC&L Private Capital Full time

    Unlock Your Potential as a Wealth AdvisorAt CC&L Private Capital, we're seeking a seasoned sales professional with a strong industry background to join our team as a Wealth Advisor. This is an exceptional opportunity to leverage your existing network and establish a practice with our firm, pursuing business development activities with high-net-worth...

  • Wealth Management Specialist

    4 weeks ago

    Regina, Saskatchewan, Canada Connor Clark and Lunn Financial Group Full time

    Unlock Your Potential as a Wealth AdvisorAt Connor, Clark & Lunn Private Capital Ltd., we're committed to helping our clients achieve their unique financial goals. As a Wealth Advisor, you'll play a key role in delivering exceptional investment management services and building long-term relationships with our clients.Key Responsibilities:Develop and...

  • Wealth Management Specialist

    4 weeks ago

    Regina, Saskatchewan, Canada Connor Clark and Lunn Financial Group Full time

    Unlock Your Potential as a Wealth AdvisorAt Connor, Clark & Lunn Private Capital Ltd., we're committed to helping our clients achieve their unique financial goals. As a Wealth Advisor, you'll play a key role in delivering exceptional investment management services and building long-term relationships with our clients.Key Responsibilities:Develop and...

  • Financial Planner

    4 weeks ago

    Regina, Saskatchewan, Canada IG Wealth Management Full time

    {"title": "Advisor, IG Wealth Management, Corporate Channel", "description": "As a Financial Planner in our Corporate Channel, you will provide proactive, outstanding planning and advice to clients, leading with the IG Living Plan. This role offers a unique opportunity for financial planners to receive a competitive total compensation package, including base...

  • Financial Planner

    4 weeks ago

    Regina, Saskatchewan, Canada IG Wealth Management Full time

    {"title": "Advisor, IG Wealth Management, Corporate Channel", "description": "As a Financial Planner in our Corporate Channel, you will provide proactive, outstanding planning and advice to clients, leading with the IG Living Plan. This role offers a unique opportunity for financial planners to receive a competitive total compensation package, including base...