Wealth Advisor

16 hours ago


Montreal, Quebec, Canada CC&L Private Capital Full time
Join Our Team: Wealth Advisory Opportunity

CC&L Private Capital seeks an experienced and results-driven Wealth Advisor to join our team in a challenging and exciting role. We are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer.

The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent financial advisors.

We are seeking an individual with a strong foundation of training and coaching who will be open to this support and gaining success more quickly as a result. Key attributes will be:

  • An aptitude for business development, sales, and an entrepreneurial spirit.
  • Excellent interpersonal skills, emotional intelligence, and a high level of integrity.
  • Natural relationship building and networking skills.
  • A great communicator with excellent presentation abilities.
  • A deep understanding of financial markets and investment management.
  • The ability to guide clients in an investment suitability assessment.
  • An interest to build an asset with unlimited upside with significant autonomy.
  • Five to ten years of related industry experience.
  • A preference for having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire.
  • An undergraduate degree; CIM + 2 years Registered Investment Management Experience or CFA required.

CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. (CCLFG), one of Canada's largest privately owned asset management firms. With more than 40 years of history and offices across Canada and in the US, the UK, and India, CC&LFG and our multi-boutique family of affiliate firms collectively manage over $127 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth, and retail clients.



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