Wealth Advisor Associate
4 weeks ago
At CC&L Private Capital, we're committed to creating a diverse and inclusive environment where our team members can thrive. As an Associate Wealth Advisor, you'll have the opportunity to work alongside experienced Wealth Advisors, providing exceptional client service and delivering investment planning and portfolio management to high-net-worth clients.
Key Responsibilities:
- Support an established Wealth Advisor in delivering client service and investment planning
- Assess client suitability for investments and guide asset allocation
- Prepare client meeting materials and deliver personalized client service
- Navigate client account documentation and collaborate with administration teams
- Participate in ongoing learning and development to improve skills and knowledge
What We're Looking For:
- A strong client service professional with a foundation in investments and sales
- Excellent interpersonal skills, emotional intelligence, and a 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
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 internationally, we 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're 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.
To apply for this position, please submit your resume and cover letter combined as one PDF document.
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