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Wealth Management Professional

2 months ago

Edmonton, Alberta, Canada CC&L Private Capital Full time
{"title": "Wealth Advisor Opportunity", "content": "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 partners
  • Provide exceptional client service and support
  • Stay up-to-date on industry trends and best practices
Requirements:
  • 5-10 years of related industry experience
  • Undergraduate degree; CIM + 2 years Registered Investment Management Experience or CFA required
  • Preference for current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions

As a Wealth Advisor at CC&L Private Capital, you'll have the autonomy to build a practice that aligns with your goals and interests. Our firm is committed to creating a diverse and inclusive environment, and we're proud to be an equal opportunity employer. If you're a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply.

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