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Wealth Advisor
2 weeks ago
**Wealth Advisor**
**Connor, Clark & Lunn Private Capital Ltd.**
**Calgary, AB**
Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'.
We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal.
**Why become a Wealth Advisor at CC&L Private Capital?**
- You will represent one of Canada’s largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients
- You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities
- You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations
- You will build a practice with dedicated coaching support from day one
- You will be part of a growing team attracted to working in clients’ best interest, managing over $15 billion of clients’ wealth today
**Share Ownership**
CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package.
**Competitive Compensation**
To get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success.
**Support to Grow Your Book of Business**
As a Wealth Advisor, you can expect career-long support. Our experienced coaching team will work directly with you as you progress your career at CC&L Private Capital, from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence, while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations.
**What You Will Do**
CC&L Private Capital has a significant opportunity to capture new business in the direct high net worth and not-for-profit market, as well as through partnerships with the independent financial advisor community. High level job accountabilities include:
- Building your own practice of new clients through appropriate business development activities sourced from within your ever-growing network
- Building and maintaining relationships with lawyers, accountants, and other centres-of-influence, including independent financial advisors as referral partners
- Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service
- Establishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversations
**What You Bring**
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
- Great communicator with excellent presentation abilities
- Deep understanding of financial markets and investment management
- 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
- **Preference of having current registration** or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire
- 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.
- CC&L
