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Financial Consultant

3 months ago

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

Financial Consultant

Connor, Clark & Lunn Financial Group

Overview

Embarking on a career as a Financial Consultant with CC&L Financial Group represents a significant opportunity to shape your professional journey. As one of Canada's foremost independent investment management firms, we empower our clients to realize their distinct financial objectives while delivering exceptional service. Our unique structure promotes employee ownership, aligning your interests closely with those of our clients.

Why Choose CC&L Financial Group?
  • Represent a leading, employee-owned investment firm renowned for its strong reputation and commitment to client success.
  • Provide clients with a sophisticated investment portfolio that adapts to their evolving needs and market conditions.
  • Focus on client retention and acquisition through personalized service and tailored wealth planning.
  • Receive dedicated coaching and support from the outset to help you build a successful practice.
  • Join a dynamic team dedicated to managing substantial client assets with a focus on their best interests.
Ownership Opportunities

At CC&L Financial Group, we recognize that attracting and retaining top talent is crucial for our success. We offer Financial Consultants the chance to become stakeholders in our firm, creating a strong alignment of interests that enhances the quality of service we provide. This ownership model, combined with a competitive compensation package, sets us apart in the industry.

Competitive Remuneration

We provide a robust support system to help you get started, including a secure salary and a marketing budget to promote your services within your community. Our commission structure is designed to align your growth potential with our proven success.

Ongoing Support for Your Practice

As a Financial Consultant, you will benefit from continuous support throughout your career. Our experienced coaching team will assist you in expanding your client base and planning for succession. Early-stage coaching will guide you through our established process for onboarding new clients, while more experienced consultants will receive tailored mentorship to enhance their client service capabilities.

Key Responsibilities

CC&L Financial Group is well-positioned to capture new business opportunities in the high-net-worth and not-for-profit sectors, as well as through collaborations with independent financial advisors. Your primary responsibilities will include:

  • Developing a practice by engaging in business development activities within your expanding network.
  • Cultivating and maintaining relationships with legal and financial professionals, including independent advisors.
  • Providing exceptional service to clients, ensuring strong relationships through various market conditions.
  • Establishing credibility with high-net-worth clients by guiding them through investment assessments and wealth planning discussions.
Ideal Candidate Profile

The successful candidate will possess a proven track record in sales and industry experience, with a strong desire to leverage their existing network to build a practice at CC&L Financial Group. They will be adept at client servicing and ready to engage with clients immediately. A willingness to embrace training and coaching will facilitate their success in this role.

Essential attributes include:

  • A strong aptitude for business development and sales.
  • Excellent interpersonal skills and a high level of integrity.
  • Natural networking abilities and relationship-building skills.
  • Strong communication and presentation skills.
  • A solid understanding of financial markets and investment strategies.
  • The capability to guide clients through investment suitability assessments.
  • An entrepreneurial mindset with a desire to build a practice with significant autonomy.
  • Five to ten years of relevant industry experience.
  • A preference for current registration or the ability to obtain necessary registrations upon hire.
  • An undergraduate degree; CIM or CFA credentials are preferred.

CC&L Financial Group is committed to fostering a diverse and inclusive workplace and is proud to be an equal opportunity employer. All qualified candidates will be considered for employment without regard to gender, ethnicity, religion, sexual orientation, disability, or age.