Wealth Advisor
2 weeks ago
Overview Be among the first 25 applicants. Connor, Clark & Lunn Private Capital Ltd. is hiring Wealth Advisors in multiple offices (Vancouver, Edmonton, Calgary, Regina, Toronto, Montreal). Toronto, ON. Becoming a Wealth Advisor with CC&L Private Capital may be the next strategic career move. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their financial goals while delivering exemplary service. Our independence supports top talent through an employee-ownership model that aligns your interests with our clients'. We are currently hiring Wealth Advisors in the following offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal. What You Will Do Build your own practice of new clients through business development activities sourced from your network Develop and maintain relationships with lawyers, accountants, and other centers of influence, including independent financial advisors as referral partners Maintain client relationships across market cycles by providing proactive, exceptional service Establish immediate credibility with high net worth clients when assessing suitability, guiding asset allocation, leading wealth planning, and other financial advisory conversations What You Bring Successful sales experience with a network-driven approach to establishing a practice Experience servicing clients and readiness to step into the role with existing firm clients as needed Strong training and coaching foundation, entrepreneurial mindset, and ability to work with colleagues in a collaborative culture Five to ten years of related industry experience Current registration or ability to gain AAR or CRM-AR with appropriate Securities Commissions on hire Undergraduate degree; CIM + 2 years Registered Investment Management Experience or CFA required Share Ownership & Compensation Opportunity to become owners of CC&L Private Capital Competitive compensation with dedicated coaching, mentoring, salary, and marketing budget; commission structure to support growth Career-long coaching and mentorship from onboarding to succession planning About Connor, Clark & Lunn Private Capital CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. with offices across Canada, the US, the UK, and India. The group manages over $155 billion in assets across a multi-boutique family of firms. For more information on becoming a Wealth Advisor, visit EEO & Application CC&L is committed to a diverse and inclusive environment and is an equal opportunity employer. All qualified applicants will receive consideration without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. To apply, submit your resume and cover letter as one PDF document. We thank all applicants, but only those shortlisted will be contacted. No telephone calls or recruitment agencies will be accepted. #J-18808-Ljbffr
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Wealth Advisor
3 days ago
Toronto, Canada Nicola Wealth Full timeJoin to apply for the Wealth Advisor role at Nicola Wealth Join to apply for the Wealth Advisor role at Nicola Wealth Get AI-powered advice on this job and more exclusive features. About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional...
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Wealth Advisor
2 weeks ago
Toronto, Ontario, Canada Nicola Wealth Full time $120,000 - $250,000 per yearAbout Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Wealth Advisor
3 days ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...
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Wealth Advisor
5 days ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...
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Product Manager
2 weeks ago
Toronto, Canada Super Advisor Full timeCompany Description Super Advisor is dedicated to empowering investment advisors by automating routine processes, enabling them to focus on their core expertise. Through innovative solutions, the company enhances efficiency and helps advisors optimize client outcomes. By simplifying operations, Super Advisor fosters innovation and growth in the financial...
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Product Manager
5 days ago
Toronto, Canada Super Advisor Full timeCompany DescriptionSuper Advisor is dedicated to empowering investment advisors by automating routine processes, enabling them to focus on their core expertise. Through innovative solutions, the company enhances efficiency and helps advisors optimize client outcomes. By simplifying operations, Super Advisor fosters innovation and growth in the financial...
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Product Manager
2 weeks ago
Toronto, Canada Super Advisor Full timeCompany Description Super Advisor is dedicated to empowering investment advisors by automating routine processes, enabling them to focus on their core expertise. Through innovative solutions, the company enhances efficiency and helps advisors optimize client outcomes. By simplifying operations, Super Advisor fosters innovation and growth in the financial...
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Product Manager
2 weeks ago
Toronto, Canada Super Advisor Full timeCompany Description Super Advisor is dedicated to empowering investment advisors by automating routine processes, enabling them to focus on their core expertise. Through innovative solutions, the company enhances efficiency and helps advisors optimize client outcomes. By simplifying operations, Super Advisor fosters innovation and growth in the financial...
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Product Manager
2 weeks ago
Toronto, Canada Super Advisor Full timeCompany DescriptionSuper Advisor is dedicated to empowering investment advisors by automating routine processes, enabling them to focus on their core expertise. Through innovative solutions, the company enhances efficiency and helps advisors optimize client outcomes. By simplifying operations, Super Advisor fosters innovation and growth in the financial...
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Product Manager
2 weeks ago
Toronto, Canada Super Advisor Full timeCompany Description Super Advisor is dedicated to empowering investment advisors by automating routine processes, enabling them to focus on their core expertise. Through innovative solutions, the company enhances efficiency and helps advisors optimize client outcomes. By simplifying operations, Super Advisor fosters innovation and growth in the financial...
