Wealth Advisor
3 weeks ago
The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent investment advisors. This individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result. While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues. 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. To apply for this position, please submit your resume and cover letter combined as one PDF document. We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted. #LI-HYBRID #LI-RC1 Apply for this Position
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Financial Associate Wealth Advisor
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Financial Associate Wealth Advisor
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Investment Advisor
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Investment Advisor
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Senior Financial Advisor
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