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Wealth Management Advisor

2 months ago

Montreal, Quebec, Canada CC&L Private Capital Full time
Unlock Your Potential as a Wealth Advisor

At 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.

Key Responsibilities:
  • Pursue business development activities with high-net-worth individuals and not-for-profits, or through independent financial advisors.
  • Provide exceptional client servicing and support to existing clients as needed.
  • Develop and implement business strategies to drive growth and success.
  • Collaborate with colleagues to achieve shared goals and objectives.
Requirements:
  • 5-10 years of related industry experience.
  • Undergraduate degree; CIM + 2 years Registered Investment Management Experience or CFA required.
  • Preference for current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire.

CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. (CCLFG), one of Canada's largest privately owned asset management firms. With a rich history and global presence, we offer a diverse range of investment products and solutions to institutional, high-net-worth, and retail clients. We're committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer.

To apply, please submit your resume and cover letter combined as one PDF document. We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted.