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Wealth Management Professional

3 months ago

Montreal, Quebec, Canada CC&L Private Capital Full time

CC&L Private Capital is seeking a seasoned Wealth Advisor to join our growing team. As part of Connor, Clark & Lunn Financial Group Ltd., we are a leading privately owned asset management firm in Canada with over 40 years of experience and a global presence.

In this role, you will leverage your existing network and expertise to establish a successful practice within our organization. You will be responsible for developing relationships with high-net-worth individuals and non-profit organizations, as well as collaborating with independent financial advisors.

Key Responsibilities:

  • Direct business development with high-net-worth individuals and not-for-profits.
  • Cultivate relationships with independent financial advisors.
  • Provide exceptional client service and engage with clients promptly when required.

Ideal Candidate Profile:

  • Demonstrated success in business development and a strong entrepreneurial mindset.
  • Exceptional interpersonal skills, emotional intelligence, and unwavering integrity.
  • Proven ability to build relationships and network effectively.
  • Excellent communication and presentation skills.
  • Comprehensive knowledge of financial markets and investment management strategies.
  • Ability to assist clients in assessing investment suitability.
  • A desire to create a lucrative and independent asset with significant freedom.
  • Five to ten years of relevant industry experience.
  • Current registration or the willingness to obtain necessary registrations upon hiring.
  • Undergraduate degree; CIM + 2 years Registered Investment Management Experience or CFA required.

We are committed to fostering a diverse and inclusive workplace. All qualified candidates will be considered for employment without regard to gender, ethnicity, religion, sexual orientation, disability, or age. To apply, please submit your resume and cover letter as a single PDF document.