Wealth Advisor, Employee Accounts: Grow Client Wealth
Connor, Clark & Lunn Private Capital Ltd.
Connor, Clark & Lunn Private Capital Ltd. is seeking a Wealth Advisor, Employee Accounts, to help clients achieve financial goals with a pension-calibre investment offering and strong reputation.In this client-facing role, you will manage an established book of employee clients, cultivate relationships within CC&L Financial Group, and pursue referrals. You will receive mentorship and coaching to grow business development and deliver exceptional client service.
#J-18808-Ljbffr
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Wealth Advisor, Employee Accounts: Grow Client Wealth in Winnipeg, MB vacancy
$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need... ...discretionary investment managers, and help clients achieve their unique financial goals... ...exemplary service. As an Wealth Advisor, Employee Accounts, you will represent a firm with...AccountsInternshipFlexible hours$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-... ...largest independent wealth management firms. Client range of net worths: between $25M and $... ...Canada. We are looking to significantly grow our business over the next 10 years, offering...SuggestedLong term contractWork at office- ...Ambassador inside our branches, you will put clients first and find solutions to their... ...a great career with us as a future Account Manager/Banking Advisor. What will you do?... ...our best, progressive thinking to keep growing, and working together to deliver trusted...AccountsFlexible hours
- Connor, Clark & Lunn Private Capital Ltd. seeks a Wealth Advisor, Employee Accounts, to manage an established employee client book and grow the program through referrals and client relationships. The role emphasizes exceptional service, investment planning, and collaboration...Accounts
Connor, Clark & Lunn Private Capital Ltd.
Winnipeg, MB1 hour ago - Hello! We are a warm and welcoming family located in Winnipeg, Manitoba, and we're currently in search of a caring and experienced nanny to join our family on a part-time basis. Our primary focus is on providing exceptional care for our infant, ensuring a happy and nurturing...SuggestedHourly payPart timeLive outFlexible hours
CanadianNanny.ca
Winnipeg, MB4 days ago - ...coordinates the flow of buses to ensure safe operation. Performs light maintenance as necessary to buildings and grounds. As a Service Employee, your major responsibilities will be to: • Opens the gates to the lot and checks bus parking areas to ensure all can be dispatched...
- Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor, Employee Accounts, to manage an existing book of employee clients and grow the program through referrals. You will deliver investment planning, portfolio management, and personalized client service while collaborating...Accounts
Connor, Clark & Lunn group
Winnipeg, MB1 hour ago - Elevate your career as a Wealth Advisor with CC&L Private Capital, actively engaged in driving financial success for employee clients. This role offers hands-on mentorship and exceptional investment and portfolio management service. As a Wealth Advisor focusing on Employee...Accounts
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB1 hour ago - Elevate your career as a Wealth Advisor, Employee Accounts with CC&L Private Capital. Help clients achieve financial goals while providing exceptional service and expert investment management. In this pivotal client-facing role, you'll manage an established book of employee...Accounts
Connor, Clark & Lunn Private Capital Ltd.
Winnipeg, MB1 hour ago - Guide employee investors through investment planning and portfolio management as a client-facing Wealth Advisor with CC&L Private Capital. Work includes personalized service and relationship development.As an Employee Accounts Wealth Advisor, you will manage an established...Accounts
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB1 hour ago - ...We're looking for an experienced Account Director / Client Services & Delivery Lead who thrives in a fast-moving agency environment. You'... ...level client relationships and serve as the primary strategic advisor. Lead delivery across multiple retainer accounts from planning...Accounts
$43.3k - $56.7k per year
...37.5 Line of Business: TD Wealth Pay Details: $43,300 - $56,700... ...advice, solutions, and service to clients. TD Private Investment Advice... ...and professional Investment Advisor (IA), while maintaining active... ...place to begin – and grow – a lasting, progressive, and...AccountsFull timeWork from home$53.9k - $89.8k per year
...Investment Solutions team as an Sr Client Support Consultant, Client... ...institutional investment accounts. Input investment data into... ...pensions, group retirement services, wealth management, financial services... ...on a rolling basis. Grow with Canada Life We’re united...AccountsPermanent employmentFull timePart timeInternshipWork at officeFlexible hours- Connor, Clark & Lunn Private Capital Ltd. (CC&L) invites you to join its Wealth Advisor team, focusing on Employee Accounts and building strong client relationships within the CC&L group. You will deliver investment planning, portfolio management and exceptional service to employee...Accounts
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB1 hour ago $50k - $100k per year
...37.5 Line of Business: TD Wealth Pay Details: $50,000 - $... ...(PWM) provides high-net worth clients with holistic discovery and planning... ...and professional Investment Advisor, while maintaining active... ...passionate about investments, growing your business, and empowering...Work from home- Connor, Clark & Lunn Private Capital Ltd. is seeking a Wealth Advisor, Employee Accounts, in Canada to manage an established employee client book and grow referrals within the firm. The role emphasizes exceptional client service, investment planning, and active business development...Accounts
Connor, Clark & Lunn Private Capital Ltd.
Winnipeg, MB1 hour ago - Elevate your career as a Wealth Advisor Employee Accounts with CC&L Private Capital in a hybrid role. Help clients meet their financial goals while delivering exceptional service and investment advice. As a pivotal member of CC&L Private Capital, you will be managing an established...Accounts
Connor, Clark & Lunn group
Winnipeg, MB1 hour ago - Connor, Clark & Lunn Private Capital Ltd. (CC&L) seeks a Wealth Advisor, Employee Accounts, to manage an established employee client book within the CC&L Employee Investment Program, delivering investment planning and personalized service. Join a high-growth team with coaching...Accounts
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB1 hour ago - Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor for Employee Accounts in Canada. You will deliver investment planning and portfolio management to employees, build trusted relationships, and drive growth through referrals. The role emphasizes client-centric service...Accounts
Connor, Clark & Lunn group
Winnipeg, MB1 hour ago $45k - $55k per year
...locations across Canada. Insurance Advisor In this role, you will be... ...book of small business accounts. You will report to the Manager... ...new and dynamic service for our clients under a specified premium... ...paid group benefits for eligible employees ~ Over 1,500 volunteer hours...AccountsFull time- ...Position Description: As a Security Advisor, you will play a crucial role... ...CGI Partners rather than employees. We benefit from our collective... ...with teammates and clients while accessing global capabilities... ...by joining a company built to grow and last. You’ll be supported...Full time
- ...service? As a Group Retirement Client Relationship Manager (CRM) you... ...our plan sponsors and plan advisors/consultants when speaking to our... ...meetings, annual meetings and/or employee meetings. Providing new... ...their insurance, savings, and wealth management. With over $200...Work at office
- ...Connor, Clark & Lunn Private Capital Ltd. (CC&L) seeks a Wealth Advisor, Employee Accounts to manage an established employee client book and drive referrals within CC&L Financial Group. You will deliver investment planning, portfolio management, and exceptional service...AccountsFlexible hours
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB1 hour ago - ...to doing what’s right for our clients. At CIBC, we embrace your strengths... ...support requests. You will be accountable to successfully onboard new... ...relationships, and want to grow with an employer that shares... ...strengths and ambitions as an employee and strive to create opportunities...AccountsBank staffRemote work2 days per week
- ...to doing what’s right for our clients. At CIBC, we embrace your strengths... ...- Help clients manage their accounts and products. Focus on the... .... You're passionate about growing your knowledge. You have a strong... ...strengths and ambitions as an employee and strive to create...AccountsHourly payBank staffFlexible hoursAfternoon shift
- ...THE COMPANY: Vickar Automotive Group is a growing automotive group based in Winnipeg that offers our employees a healthy and respectful workplace, competitive wages... ...Chevrolet is looking to fill the position of a parts advisor, who will be responsible for scheduling parts...Full timeImmediate start
$45k - $54k per year
...leading brands in telecom to grow by providing best-in-class software... ...across almost 1,000 clients. iQmetrix is a privately held... ...a-service (SaaS) company with employees in Canada, the U.S., India, and... ...Enablement, Development, Product, and Account Management to solve issues...AccountsPermanent employmentFull timeContract workTemporary workWork at officeRemote workMonday to fridayFlexible hoursAfternoon shift- ...We’re looking for an Account Executive to join our Sales & Marketing... ...primary liaison between assigned clients and internal work groups,... ...A variety of committee-driven employee engagement activities Free... ...customer relationships to help grow our business with lotteries...AccountsWork at officeShift work
- ...commercial brokerage of the future. We are a boutique Canadian firm offering a tech-enabled, growth-focused environment for Employee Benefits Advisors. In this role, you will own your pipeline, drive new opportunities, and work directly with decision-makers. You’ll be supported...Flexible hours
Summit
Winnipeg, MB1 hour ago $74k - $138k per year
...proud to work alongside our clients to make a positive impact for... ...like? As a Manager in the Accounting Services Group, you will:... ...and is designed to recognize employee contributions, encourage personal... ...experience. Our recruitment advisors and hiring teams will utilize...AccountsPermanent employmentFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor, Employee Accounts: Grow Client Wealth. Be the first to apply!
Related searches
- conseiller financier Winnipeg, MB
- senior financial advisor Winnipeg, MB
- financial advisor part time Winnipeg, MB
- associate financial representative Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- financial advisor Winnipeg, MB
- financial advisor - full time Winnipeg, MB
- financial advisor trainee Winnipeg, MB
- financial planner work from home Winnipeg, MB