Wealth Advisor Associate

3 days ago

Calgary, Alberta, Canada CC&L Private Capital Full time
About the Role

We are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at CC&L Private Capital. As an Associate Wealth Advisor, you will work closely with our experienced Wealth Advisors to provide exceptional client service and support the delivery of investment planning and portfolio management to high-net-worth clients.

Key Responsibilities
  • Support the preparation of client meeting materials, including documentation and client updates for presentation at client meetings.
  • Manage and execute day-to-day client requests and deliver a high level of personalized client service with speed and accuracy.
  • Navigate requirements for all aspects of new and existing account documentation, execution on systems, and collaborate with administration support teams.
  • Participate fully as a team member and engage in ongoing learning and development to improve skills and knowledge.
  • Demonstrate ability to gain self-sourced clients through appropriate networking and business development activities.
Requirements
  • Strong customer service skills and ability to work quickly 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 and sales.
  • Interest and ability to understand financial markets and portfolio/investment management.
  • Core skills to guide clients in an 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 a wealth planning conversation.
  • Potential to confidently guide clients in wealth decisions, specifically investment advice.
  • Industry experience: ability to be registered as AAR or AR-CRM by end of year 1.
  • Undergraduate degree; CFA required by end of first year in the role, if not currently Securities Commissions registered.
About Us

CC&L Private Capital 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 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.

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.

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