Current jobs related to Wealth Management Consultant, Retirement Investment Strategies - Regina, Saskatchewan - Cclprivatecapital
-
Wealth Management Expert
4 weeks ago
Regina, Saskatchewan, Canada Thrive Wealth Management Full timeAbout Thrive Wealth ManagementWe are a dedicated team at Thrive Wealth Management, committed to supporting our members in achieving their financial goals. Our focus is on providing expert advice, insightful content, and a range of products to help them navigate their financial journey.Key ResponsibilitiesDevelop and implement personalized financial plans for...
-
Wealth Management Expert
4 weeks ago
Regina, Saskatchewan, Canada Thrive Wealth Management Full timeAbout Thrive Wealth ManagementWe are a dedicated team at Thrive Wealth Management, committed to supporting our members in achieving their financial goals. Our focus is on providing expert advice, insightful content, and a range of products to help them navigate their financial journey.Key ResponsibilitiesDevelop and implement personalized financial plans for...
-
Wealth Strategist
2 weeks ago
Regina, Saskatchewan, Canada Thrive Wealth Management Full timeAbout Thrive Wealth ManagementWe are a leading financial services company dedicated to helping our members achieve their long-term goals. Our team of experts provides personalized advice and guidance to help them make informed decisions about their financial futures.Key ResponsibilitiesDevelop and implement comprehensive financial plans tailored to...
-
Financial Associate Wealth Advisor
1 month ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeJob 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 timeJob 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
3 weeks ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeJob 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 timeJob 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 week ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeAffinity 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 timeAffinity 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
1 month ago
Regina, Saskatchewan, Canada Aviso Wealth Inc Full timeJob 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 Inc Full timeJob 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 timeAffinity 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...
-
Financial Associate Wealth Advisor
2 months ago
Regina, Saskatchewan, Canada Aviso Wealth Inc Full timeAbout the RoleAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Licensed Sales Assistant or Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working closely with...
-
Financial Associate Wealth Advisor
2 months ago
Regina, Saskatchewan, Canada Aviso Wealth Inc Full timeAbout the RoleAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented individual to join our team as a Licensed Sales Assistant or Associate Wealth Advisor. As a key member of our team, you will provide administrative and sales support to our Senior Wealth Advisors, working closely with...
-
Financial Associate Wealth Advisor
1 month ago
Regina, Saskatchewan, Canada Aviso Wealth Inc Full timeJob Title: Financial Associate Wealth AdvisorAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented Financial Associate Wealth Advisor to join our team.This is an excellent opportunity for a self-starter to build a successful career in financial services. As a Financial Associate Wealth...
-
Financial Associate Wealth Advisor
1 month ago
Regina, Saskatchewan, Canada Aviso Wealth Inc Full timeJob Title: Financial Associate Wealth AdvisorAffinity Financial Strategies, in partnership with GP Financial Services, is seeking a highly motivated and detail-oriented Financial Associate Wealth Advisor to join our team.This is an excellent opportunity for a self-starter to build a successful career in financial services. As a Financial Associate Wealth...
-
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...
-
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...
Wealth Management Consultant, Retirement Investment Strategies
3 months ago
Become a part of the CC&L Private Capital Team as a Wealth Management Consultant
- Represent one of Canada's premier independent investment firms
- Introduce clients to cutting-edge investment solutions
- Emphasize personalized wealth management strategies
- Receive ongoing coaching and support
- Join a team overseeing over $15 billion in client assets
At CC&L Private Capital, we believe that talent drives our success. Enjoy a competitive compensation package along with an ownership opportunity.
Our benefits include coaching, mentoring, a secure salary, and a dedicated marketing budget.
Grow your client portfolio with the assistance of a seasoned coaching team.
You will have the chance to attract new business within high net worth and not-for-profit sectors.
- Identify new clients through proactive business development
- Build relationships with professionals and financial advisors
- Deliver exceptional service to maintain client relationships
- Establish credibility with affluent clients
The ideal candidate is a proven sales professional with industry knowledge, eager to develop a practice at CC&L Private Capital.
Key attributes include strong interpersonal skills, integrity, and a drive for unlimited potential.
Preference will be given to candidates with current registration or those willing to obtain necessary certifications.
CC&L Private Capital is a division of Connor, Clark & Lunn Financial Group, a prominent asset management organization.
With a wide array of investment products and over $127 billion in assets under management, join us in providing exceptional financial solutions to our clients.
For further details about this exciting opportunity, please visit the CC&L Private Capital website.
CC&L Private Capital is an equal opportunity employer, committed to diversity and inclusion. We do not accept calls or inquiries from agencies.
