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Associate Wealth Advisor, Employee Accounts
2 weeks ago
**Associate Wealth Advisor, Employee Accounts**
**Connor, Clark & Lunn Private Capital Ltd.**
**Vancouver, BC**
**Role can also be based any PCM location across Canada**
Becoming an Associate 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.
As an Associate Wealth Advisor, Employee Accounts, you will represent a firm with an incredibly strong reputation and a pension-calibre investment offering that is innovative and evolving with the needs of clients and market opportunities. You will be part of a growing team attracted to working in clients’ best interest, managing over $18 billion of clients’ wealth today.
An Associate Wealth Advisor, Employee Accounts, you will be entrusted with managing an established book of employee clients while actively cultivating relationships within Connor, Clark Financial Group and its affiliates. They will also proactively identify and pursue opportunities for client referrals. Partnering closely with an experienced Sales Development Coach, the Associate Wealth Advisor will benefit from dedicated mentorship focused on business development and exceptional client service.
**Competitive compensation**
Associate Wealth Advisor compensation is salary plus bonus structure and commission on external new assets.
**What you will do**
In this client-facing role, you will play a key part in delivering exceptional experiences to the firm’s employees while actively identifying and securing new client opportunities. You will also benefit from firm-led coaching and support tailored specifically to your professional growth.
Your high-level job accountabilities will include:
- Provide exemplary client service and the delivery of investment planning and portfolio management to employees participating in CC&L Employee Investment Program
- Meet the requirements to assess client suitability for investments, guide asset allocation, convey asset class details and seek deep understanding of each client
- Manage and execute day-to-day client requests, delivering 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 team
- Conduct client meetings as needed, including preparing relevant documentation and providing tailored client updates
- Implement strategic outreach initiatives to expand the Employee Investment Program’s reach and serve as the primary point of contact for employees throughout the firm
- Proactively cultivate new business opportunities by leveraging employee referrals, building strong relationships within the firm to encourage client introductions
- Demonstrate ability to gain self-sourced clients through appropriate networking and business development activities, with an emphasis on maximizing referral-driven growth
- Participate as a team member and engage in ongoing learning and development to improve skills and knowledge
**What you bring**
Key attributes will be:
- Strong customer service skills - ability to work quickly, with accuracy in fast-paced environment
- 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
- 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 AR or AAR by end of year 1
- Undergraduate degree: CIM or CFA (Level 1) required
**_T_**_he starting salary for this position is $90,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process_**
**About Connor, Clark & Lunn Private Capital**:
CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. CC&L Financial Group, 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, CCL&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $155 billion in assets, providing a diverse range of tradi
