Financial Planning Specialist

4 weeks ago


Regina, Saskatchewan, Canada the Ladders Full time
About the Role

We are seeking a highly skilled Wealth Advisor to join our team at Connor, Clark & Lunn Private Capital Ltd. in Regina, SK.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients to achieve their unique goals and objectives.
  • Provide expert investment advice and guidance to clients, leveraging our firm's extensive resources and expertise.
  • Build and maintain strong relationships with clients, understanding their needs and preferences to deliver tailored solutions.
  • Stay up-to-date with market trends and regulatory changes, ensuring clients receive the best possible advice.
What We Offer
  • A dynamic and supportive work environment with opportunities for growth and professional development.
  • A competitive compensation package and comprehensive benefits.
  • The chance to work with a leading independent and privately held discretionary investment manager in Canada.


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