Junior Wealth Management Consultant
4 weeks ago
Job Id: 1517 # of Openings: 1 Associate Wealth Advisor
Connor, Clark & Lunn Private Capital Ltd.
Calgary, AB
Embarking on a career as an Associate Wealth Advisor with CC&L Private Capital represents a significant opportunity for professional growth. As one of Canada's foremost independent investment management firms, we offer a mentorship-driven environment designed to empower you in assisting clients to meet their financial aspirations while delivering outstanding service. In this role, you will be associated with a firm renowned for its strong reputation and innovative investment solutions tailored to the evolving needs of clients and market dynamics. You will join a dedicated team currently managing over $15 billion in client assets.
A structured pathway to Wealth Advisor: The Associate Wealth Advisor will collaborate closely with a seasoned CC&L Private Capital Wealth Advisor during a three-year mentorship period focused on sales and service excellence. You will gain registration and be entrusted with client relationships, providing independent service under expert guidance. Our comprehensive coaching program will facilitate your development of essential skills for nurturing existing relationships and attracting new clients, laying the groundwork for your future practice.
Upon completion of the mentorship, you will have the chance to progress to the Wealth Advisor position, further developing your client base. This role offers a clear trajectory for a rewarding career as a Wealth Advisor, balancing mentorship with the independence necessary for success.
Competitive remuneration package
We provide dedicated coaching and mentoring, along with a secure salary, performance bonuses, and a marketing budget to help you introduce our services to clients and your community. Transitioning to a commission structure aligns your growth potential with our proven success. The opportunity for ownership within our firm distinguishes the caliber of talent we attract, complemented by a firm-wide profit-sharing initiative and a competitive compensation framework.
Key Responsibilities As an Associate Wealth Advisor, you will receive mentorship from experienced Wealth Advisors while engaging with clients daily. Your role will be crucial in delivering exceptional client experiences and identifying new client opportunities, supported by firm-led coaching tailored to your development. We are dedicated to your personal and professional advancement, enabling you to maximize your potential and transition to a Wealth Advisor role within four years, equipped with a solid client foundation. Your primary responsibilities will include: Assisting an established Wealth Advisor in providing outstanding client service and delivering investment planning and portfolio management to high-net-worth clients, both collaboratively and independently as needed. Learning to evaluate client suitability for investments, guiding asset allocation, and gaining a comprehensive understanding of each client's needs. Supporting the preparation of client meeting materials, including documentation and tailored updates for presentation at client meetings. Managing daily client requests and delivering personalized service with efficiency and precision. Navigating the requirements for all aspects of new and existing account documentation, executing on systems, and collaborating with administrative support teams. Actively participating as a team member and engaging in continuous learning and development to enhance your skills and knowledge. Demonstrating the ability to acquire self-sourced clients through effective networking and business development activities. Confidently showcasing the skills of a Wealth Advisor throughout the three-year mentorship period. Qualifications The ideal candidate will possess strong client service skills, a foundational knowledge of investments, and an interest in sales and business development. With a commitment to training and coaching, this individual will be eager to learn and pursue continuous growth, successfully transitioning to the Wealth Advisor role after four years. The candidate should align with our high-growth firm culture and collaborate effectively with colleagues. Essential attributes include: Strong customer service abilities – capable of working efficiently and accurately in a fast-paced environment. Excellent interpersonal skills, emotional intelligence, and a high level of integrity. Effective communication skills with strong presentation capabilities. Natural aptitude for relationship building, collaboration, and networking. Interest and capability to understand financial markets and portfolio/investment management. Core skills to guide clients in investment suitability assessments and asset allocation. Core skills to assist clients in portfolio construction and investment planning. A desire to acquire new skills and knowledge related to wealth planning discussions. Potential to confidently advise clients on wealth decisions, particularly regarding investment advice. Industry experience: ability to achieve registration as AAR or AR-CRM by the end of year one. Undergraduate degree; CFA required by the end of the first year in the role, if not currently registered with Securities Commissions. About Us: CC&L Private Capital is a division of Connor, Clark & Lunn Financial Group Ltd. (CCLFG), one of Canada's largest privately owned asset management firms. With over 40 years of experience and offices across Canada, the US, the UK, and India, CCLFG and our multi-boutique family of affiliate firms collectively manage over $127 billion in assets, offering a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth, and retail clients.
For more information on why becoming an Associate Wealth Advisor at CC&L Private Capital could be a pivotal career decision, we invite you to explore further.
CC&L is committed to fostering a diverse and inclusive workplace and is proud to be an equal opportunity employer. All qualified applicants will be considered for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
To apply for this position, please submit your resume and cover letter combined as one PDF document.
We appreciate all applicants for their interest.
Candidates selected for interviews will be contacted directly.
#LI-HYBRID #LI-RD1
Apply for this Position
-
Lead Wealth Strategy Consultant
4 weeks ago
Calgary, Alberta, Canada Wellington-Altus Private Wealth Inc. Full timeLocation: This role will be situated in our Calgary or Edmonton office. Wellington-Altus Private Wealth Inc. is a leading investment firm in Canada, recognized for its excellence and as one of Canada's Best Managed Companies. With over $30 billion in assets under management and a national presence, Wellington-Altus aligns with accomplished, entrepreneurial...
-
Lead Wealth Strategy Consultant
4 weeks ago
Calgary, Alberta, Canada Wellington-Altus Private Wealth Inc. Full timeLocation: This role will be situated in our Calgary or Edmonton office.About Us:Established in 2017, Wellington-Altus Financial Inc. serves as the parent organization to several entities, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus...
-
Wealth Management Associate
4 weeks ago
Calgary, Alberta, Canada IG Wealth Management Full timeJoin Our Team as a Financial Planning AssociateWe are seeking a committed and skilled financial planning associate to enhance our team at IG Wealth Management. Our mission is to assist clients in achieving their financial aspirations through strategic and principled financial guidance. We are looking for an individual who is not only well-versed in financial...
-
Wealth Management Associate
4 weeks ago
Calgary, Alberta, Canada IG Wealth Management Full timeJoin Our Team as a Financial Planning AssociateWe are seeking a committed and skilled financial planning professional to become a part of our dynamic team at IG Wealth Management. Our mission is to assist clients in attaining financial independence through ethical and strategic financial planning. We are looking for an individual who possesses not only...
-
Junior Wealth Management Advisor
4 weeks ago
Calgary, Alberta, Canada Bank of Montreal Full timePosition Overview:The Junior Wealth Management Advisor will collaborate closely with an experienced senior wealth management professional, dedicating a portion of their time to gain invaluable insights and expertise through mentorship.Key Responsibilities:1. Assist in providing tailored investment solutions to clients, ensuring their financial goals are...
-
Junior Wealth Management Consultant
4 weeks ago
Calgary, Alberta, Canada CC&L Private Capital Full timePosition: Associate Wealth Advisor Location: Calgary, Alberta Job Id: 1517 # of Openings: 1 Associate Wealth Advisor Connor, Clark & Lunn Private Capital Ltd. Calgary, AB Becoming an Associate Wealth Advisor with CC&L Private Capital represents a significant career opportunity. As one of Canada's foremost independent investment management firms, you...
-
Junior Wealth Management Consultant
4 weeks ago
Calgary, Alberta, Canada CC&L Private Capital Full timePosition: Associate Wealth Advisor Location: Calgary, Alberta Job Id: 1517 # of Openings: 1 Associate Wealth Advisor Connor, Clark & Lunn Private Capital Ltd. Calgary, AB Becoming an Associate Wealth Advisor with CC&L Private Capital represents a significant career opportunity. As one of Canada's leading independent discretionary investment managers,...
-
Coordinator for Regional Office Management
4 weeks ago
Calgary, Alberta, Canada IG Wealth Management Full timeRegional Office Operations CoordinatorBecome a vital member of our team at IG Wealth Management as a Regional Office Operations Coordinator. In this position, you will serve as the primary point of contact for clients, both internal and external, ensuring exceptional service and assistance. Your key responsibilities will encompass:Greeting clients and...
-
Wealth Planning Consultant
1 week ago
Calgary, Alberta, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Planning Consultant to join our team at BMO. As a key member of our Wealth Sales & Service group, you will be responsible for providing expert wealth planning advice and guidance to our High Net Worth and Ultra High Net Worth clients.Key ResponsibilitiesDevelop and implement comprehensive...
-
Wealth Planning Consultant
6 days ago
Calgary, Alberta, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Planning Consultant to join our team at BMO. As a key member of our Wealth Sales & Service group, you will be responsible for providing expert wealth planning advice and guidance to our High Net Worth and Ultra High Net Worth clients.Key ResponsibilitiesDevelop and implement comprehensive...
-
Wealth Planning Consultant
6 days ago
Calgary, Alberta, Canada Bank of Montreal Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Planning Consultant to join our team at the Bank of Montreal. As a key member of our Wealth Sales & Service team, you will be responsible for providing expert wealth planning advice and guidance to our High Net Worth and Ultra High Net Worth clients.Key ResponsibilitiesDevelop and implement...
-
Wealth Planning Consultant
1 week ago
Calgary, Alberta, Canada Bank of Montreal Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Planning Consultant to join our team at the Bank of Montreal. As a key member of our Wealth Sales & Service team, you will be responsible for providing expert wealth planning advice and guidance to our High Net Worth and Ultra High Net Worth clients.Key ResponsibilitiesDevelop and implement...
-
Wealth Planning Consultant
2 days ago
Calgary, Alberta, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Planning Consultant to join our team at BMO. As a key member of our Wealth Sales & Service group, you will be responsible for providing expert wealth planning advice and guidance to our High Net Worth and Ultra High Net Worth clients.Key ResponsibilitiesDevelop and implement comprehensive...
-
Wealth Planning Consultant
2 days ago
Calgary, Alberta, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Planning Consultant to join our team at BMO. As a key member of our Wealth Sales & Service group, you will be responsible for providing expert wealth planning advice and guidance to our High Net Worth and Ultra High Net Worth clients.Key ResponsibilitiesDevelop and implement comprehensive...
-
Senior Wealth Planning Consultant
1 hour ago
Calgary, Alberta, Canada Bank of Montreal Full timeJob SummaryWe are seeking a highly skilled Senior Wealth Planning Consultant to join our team. As a key member of our wealth management team, you will be responsible for providing expert wealth planning advice to high net worth clients.Key Responsibilities:Develop and implement comprehensive wealth plans for clients, taking into account their financial...
-
Senior Wealth Planning Consultant
2 weeks ago
Calgary, Alberta, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Planning Consultant to join our team at BMO. As a key member of our Wealth Sales & Service group, you will be responsible for providing expert wealth planning advice and guidance to our High Net Worth and Ultra High Net Worth clients.Key ResponsibilitiesDevelop and implement comprehensive...
-
Senior Wealth Planning Consultant
5 days ago
Calgary, Alberta, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Planning Consultant to join our team at BMO. As a key member of our Wealth Sales & Service group, you will be responsible for providing expert wealth planning advice and guidance to our High Net Worth and Ultra High Net Worth clients.Key ResponsibilitiesDevelop and Implement Wealth PlansWork...
-
Senior Wealth Planning Consultant
6 days ago
Calgary, Alberta, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Planning Consultant to join our team at BMO. As a key member of our Wealth Sales & Service group, you will be responsible for providing expert wealth planning advice and guidance to our High Net Worth and Ultra High Net Worth clients.Key ResponsibilitiesDevelop and Implement Wealth PlansWork...
-
Senior Wealth Planning Consultant
1 week ago
Calgary, Alberta, Canada BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Planning Consultant to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing expert wealth planning advice and guidance to our high net worth and ultra high net worth clients.Key ResponsibilitiesWealth Planning and...
-
Senior Wealth Planning Consultant
6 days ago
Calgary, Alberta, Canada BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Planning Consultant to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing expert wealth planning advice and guidance to our high net worth and ultra high net worth clients.Key ResponsibilitiesWealth Planning and...
