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Wealth Management Professional
2 months ago
We are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Cclprivatecapital. As an Associate Wealth Advisor, you will play a key role in providing exceptional client service and delivering investment planning and portfolio management to high-net-worth clients.
Key Responsibilities- Support an established Wealth Advisor in providing client service and delivering investment planning and portfolio management.
- Learn and apply knowledge of investment products and services to assess client suitability and guide asset allocation.
- Prepare client meeting materials, including documentation and updates, for presentation at client meetings.
- Manage and execute day-to-day client requests, delivering personalized service with speed and accuracy.
- Navigate requirements for account documentation, system execution, and collaboration with administration support teams.
- Participate in ongoing learning and development to improve skills and knowledge.
- Demonstrate ability to gain self-sourced clients through networking and business development activities.
- Strong customer service skills and ability to work in a fast-paced environment.
- Excellent interpersonal skills, emotional intelligence, and high level of integrity.
- Great communicator with excellent presentation abilities.
- Natural relationship building, collaboration, and networking skills.
- Aptitude for direct high-net-worth client relationships.
- Interest and ability to understand financial markets and portfolio/investment management.
- Core skills to guide clients in investment suitability assessment and asset allocation.
- Core skills to guide clients in portfolio construction and investment planning.
- Desire to learn new skills and topics related to wealth planning conversations.
- Potential to confidently guide clients in wealth decisions, specifically investment advice.
- Industry experience; ability to be registered as AR-CRM by end of year 1.
- Undergraduate degree; CIM or CFA (Level 1) required by end of year 1.
Cclprivatecapital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's largest privately owned asset management firms. With over 40 years of history and offices across Canada and internationally, we provide a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth, and retail clients.
We are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation, or expression, disability, or age.
