Wealth Advisor
1 week ago
**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the conditions for success for its clients, partners and employees. The firm through its affiliated investment managers is responsible for the investment of over $110 billion in assets under management. - Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $14 billion in client assets. - We are always interested in meeting talented individuals for our Wealth Advisor role and are currently hiring in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal.**Why Join CC&L Private Capital?** - To join an entrepreneurial-spirited, employee-owned business - To capitalize on a unique and attractive compensation structure - To become an owner/partner of a strong and growing private business - To work within a unique multi-boutique structure that clearly differentiates Connor, Clark & Lunn from the rest of the industry - To be part of a highly reputable team and growing firm with a track record of success **What You’ll Be Doing** 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 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 **About You** - 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’ related industry experience; ability to be registered - Undergraduate degree; CIM or CFA (Level 1) required - CC&L is committed to creating a diverse and inclusive environment and is 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._ LI-HYBRID #LI-RC1
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Wealth Coordinator or Associate Wealth Advisor
2 weeks ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeAffinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent...
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Wealth Coordinator or Associate Wealth Advisor
2 weeks ago
Regina, Canada Aviso Wealth Full timeAffinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent...
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Wealth Advisor
5 days ago
Regina, Canada Thrive Wealth Management Full timeThrive Wealth Strategies is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our employees are team-oriented individuals and support a relationship-based...
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Wealth Advisor
2 weeks ago
Regina, Canada Thrive Wealth Management Full timeThrive Wealth Strategies is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our employees are team-oriented individuals and support a relationship-based...
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Wealth Advisor
2 weeks ago
Regina, Canada Thrive Wealth Strategies Full timeThrive Wealth Strategies is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our employees are team-oriented individuals and support a relationship-based...
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Wealth Advisor
2 days ago
Regina, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** 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...
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Wealth Sales Assistant
2 weeks ago
Regina, Canada Aviso Wealth Full time**Wealth Sales Assistant - GP Financial Services, Aviso Wealth, Affinity Financial Strategies** This position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and...
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Wealth Sales Assistant
4 days ago
Regina, Canada Aviso Wealth Full timeWealth Sales Assistant – GP Financial ServicesThis position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities....
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Wealth Sales Assistant
4 days ago
Regina, Canada Aviso Wealth Full timeWealth Sales Assistant – GP Financial ServicesThis position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities....
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Wealth Sales Assistant
4 days ago
Regina, Canada Aviso Wealth Full timeWealth Sales Assistant – GP Financial Services This position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities....
