Wealth Management Professional

1 month ago

Regina, Saskatchewan, Canada CC&L Private Capital Full time
Unlock Your Potential as a Wealth Advisor

At CC&L Private Capital, we're seeking a seasoned sales professional with a strong industry background to join our team as a Wealth Advisor. This is an exceptional opportunity to leverage your existing network and establish a practice with our firm, pursuing business development activities with high-net-worth individuals and not-for-profits, or through independent financial advisors.

Key Responsibilities:
  • Develop and execute business development strategies to grow your practice
  • Build and maintain strong relationships with clients and colleagues
  • Provide exceptional client servicing and support
  • Stay up-to-date on industry trends and best practices
  • Meet or exceed sales targets and revenue goals
Requirements:
  • 5-10 years of related industry experience
  • Strong industry knowledge and understanding of financial markets and investment management
  • Excellent interpersonal and communication skills
  • Ability to work independently and as part of a team
  • Undergraduate degree; CIM + 2 years Registered Investment Management Experience or CFA required

As a Wealth Advisor at CC&L Private Capital, you'll have the opportunity to work with a diverse range of clients and build a successful practice with unlimited upside. If you're a driven and entrepreneurial individual with a passion for financial services, we encourage you to apply.

CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's largest privately owned asset management firms. We're committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer.

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