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Wealth Management Advisor, Retirement Investment Strategy
3 months ago
At Connor, Clark & Lunn Private Capital Ltd., we are seeking dedicated professionals to step into the role of Wealth Management Advisor. This position offers an exceptional opportunity to assist clients in achieving their distinct financial objectives while delivering outstanding service.
Why Choose CC&L Private Capital?As a Wealth Management Advisor, you will represent one of Canada's premier independent investment management firms, renowned for its strong reputation and employee ownership structure. This alignment fosters a personal connection with clients, allowing you to truly understand and meet their needs.
Key Responsibilities- Introduce clients to a comprehensive investment offering that is both innovative and responsive to market dynamics.
- Focus on client acquisition and retention through tailored wealth planning that aligns with their family goals.
- Build your practice with the support of dedicated coaching from day one.
- Engage with a growing team committed to acting in the best interest of clients, managing substantial assets.
We believe that attracting and retaining top talent is crucial for our success. As a Wealth Management Advisor, you will benefit from:
- Personalized coaching and mentoring to guide your career progression.
- A secure salary and marketing resources to help you establish your presence in the community.
- One-on-one mentorship for advanced advisors, focusing on all aspects of client service and financial planning.
In this role, you will:
- Develop your client base through strategic business development initiatives.
- Maintain strong relationships with professionals such as lawyers and accountants to enhance referral opportunities.
- Provide exceptional service to clients, adapting to varying market conditions.
The ideal candidate will possess:
- A proven track record in sales and industry experience.
- Strong client servicing skills, ready to engage with clients immediately.
- Excellent interpersonal skills, emotional intelligence, and integrity.
- A desire to build a valuable practice with significant autonomy.
We encourage candidates with relevant registration or the confidence to obtain necessary certifications to apply. A relevant undergraduate degree is preferred.
Connor, Clark & Lunn Financial Group Ltd. is one of Canada's largest privately owned asset management firms, managing a diverse range of investment products and solutions.
We are committed to providing equal employment opportunities to all qualified applicants.
