Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor, Employee Accounts - Growth & Client Impact

Connor, Clark & Lunn group

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 with CC&L affiliates. The role emphasizes relationship-building, integrity, and strong client outcomes in a fast-paced environment.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Wealth Advisor, Employee Accounts - Growth & Client Impact 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... 
    Accounts
    Internship
    Flexible hours

    Connor, Clark & Lunn Private Capital Ltd. (CC&L)

    Winnipeg, MB
    6 days ago
  • $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 $...  ..., a positive / winning mentality for growth, and a high work ethic. Our team members... 
    Suggested
    Long term contract
    Work at office

    CGC Canaccord Genuity Corp.

    Winnipeg, MB
    1 day ago
  •  ...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? Proactively...  ...perspectives is core to our continued growth as one of the largest and most... 
    Accounts
    Flexible hours

    Royal Bank of Canada

    Winnipeg, MB
    1 day ago
  • 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, MB
    1 hour ago
  • Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor, Employee Accounts, to manage an established book of employee clients and cultivate relationships across the CC&L family. You will deliver investment planning and portfolio management with a focus on client service... 
    Accounts

    Connor, Clark & Lunn group

    Winnipeg, MB
    1 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, MB
    1 hour ago
  • 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, MB
    1 hour ago
  • 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... 
    Accounts

    Connor, Clark & Lunn Private Capital Ltd.

    Winnipeg, MB
    1 hour ago
  • National Bank Financial - Wealth Management in Canada seeks a Wealth Management Advisor to manage a client portfolio and provide tailored financial guidance. You will build trusted relationships, collaborate with bank specialists, and contribute to client retention through exceptional... 
    Work at office
    Remote work

    Banque Nationale du Canada

    Winnipeg, MB
    1 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, MB
    1 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, MB
    1 hour ago
  •  ...We're looking for an experienced  Account Director / Client Services & Delivery Lead who thrives in a...  ...operational excellence, and commercial growth. Requirements Responsibilities...  ...relationships and serve as the primary strategic advisor. Lead delivery across multiple... 
    Accounts

    Digital

    Winnipeg, MB
    more than 2 months ago
  • $43.3k - $56.7k per year

     ...37.5 Line of Business: TD Wealth Pay Details: $43,300 - $56,700...  ...opportunities to all colleagues. Growth opportunities and skill...  ...advice, solutions, and service to clients. TD Private Investment Advice...  ...dedicated and professional Investment Advisor (IA), while maintaining active... 
    Accounts
    Full time
    Work from home

    TD

    Winnipeg, MB
    5 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... 

    First Student

    Winnipeg, MB
    1 day 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, MB
    1 hour ago
  •  ...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... 
    Accounts
    Flexible hours

    Connor, Clark & Lunn Private Capital Ltd. (CC&L)

    Winnipeg, MB
    1 hour ago
  • $53.9k - $89.8k per year

     ...Investment Solutions team as an Sr Client Support Consultant, Client...  ...client retention and business growth. Working closely with...  ...complex institutional investment accounts. Input investment data into...  ...pensions, group retirement services, wealth management, financial services... 
    Accounts
    Permanent employment
    Full time
    Part time
    Internship
    Work at office
    Flexible hours

    Canada Life

    Winnipeg, MB
    1 day ago
  • $50k - $100k per year

     ...37.5 Line of Business: TD Wealth Pay Details: $50,000 - $...  ...opportunities to all colleagues. Growth opportunities and skill...  ...(PWM) provides high-net worth clients with holistic discovery and planning...  ...and professional Investment Advisor, while maintaining active participation... 
    Work from home

    TD Bank

    Winnipeg, MB
    1 day ago
  • $45k - $55k per year

     ...locations across Canada. Insurance Advisor In this role, you will be part...  ...a national book of small business accounts. You will report to the Manager, Growth Administration and have the opportunity...  ...new and dynamic service for our clients under a specified premium threshold... 
    Accounts
    Full time

    Western Financial Group

    Winnipeg, MB
    18 days ago
  • Support RFL Wealth Management’s growth through relationship management, strategic guidance, and confident client communication as a Financial Planner.As a Financial Planner, you will...  ...marketing, and lead-generation support enables advisors to focus on relationships and guidance.... 
    Afternoon shift

    RFL Wealth Management

    Winnipeg, MB
    1 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, MB
    1 hour ago
  •  ...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...  ...supporting the organization’s growth; A healthy, safe, fair, and... 
    Work at office

    IA Financial Services Inc.

    Winnipeg, MB
    1 day ago
  •  ...to doing what’s right for our clients. At CIBC, we embrace your...  ...they need to make a meaningful impact and are truly valued for who...  ...requests. You will be accountable to successfully onboard new Commercial...  ...and ambitions as an employee and strive to create opportunities... 
    Accounts
    Bank staff
    Remote work
    2 days per week

    CIBC

    Winnipeg, MB
    1 day ago
  • $74k - $138k per year

     ...Deloitte, our Purpose is to make an impact that matters. We exist to...  ...proud to work alongside our clients to make a positive impact for...  ...look like? As a Manager in the Accounting Services Group, you will:...  ...and is designed to recognize employee contributions, encourage personal... 
    Accounts
    Permanent employment
    Flexible hours

    Deloitte

    Winnipeg, MB
    23 hours ago
  •  ...to doing what’s right for our clients. At CIBC, we embrace your strengths...  ...need to make a meaningful impact and are truly valued for who...  ...- Help clients manage their accounts and products. Focus on the client...  ...strengths and ambitions as an employee and strive to create... 
    Accounts
    Hourly pay
    Bank staff
    Flexible hours
    Afternoon shift

    CIBC

    Winnipeg, MB
    1 day ago
  • 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, MB
    1 hour ago
  • $16.4 per hour

     ...Description About the Role As a Sales Advisor , you'll be responsible for...  ...community, where career growth and aspirations have no limits...  ...your personal style with our employee discount at H&M, & Other...  ...workforce leads to a positive impact on how we address challenges,... 
    Hourly pay
    Full time
    Internship
    Local area
    Immediate start
    Flexible hours
    Weekday work

    H&M

    Winnipeg, MB
    4 days ago
  • $59k - $97k per year

     ...Deloitte, our Purpose is to make an impact that matters. We exist to...  ...proud to work alongside our clients to make a positive impact for...  ...day look like? As a Senior Accountant in the Accounting Services Group...  ...and is designed to recognize employee contributions, encourage personal... 
    Accounts
    Permanent employment
    Flexible hours

    Deloitte

    Winnipeg, MB
    1 day ago
  •  ...avec la population et est d’ailleurs tenue en haute estime par ces client·es étant l’entreprise de télécommunication la plus admirée des...  ...pour toi et ta famille, incluant la télémédecine; Participe à des projets qui ont de l’impact et relève des défis qui te permettro... 
    Seasonal work
    Work at office

    Vidéotron

    Winnipeg, MB
    1 day ago
  •  ...Position Description: As a Security Advisor, you will play a crucial role in safeguarding...  ...call ourselves CGI Partners rather than employees. We benefit from our collective success and...  ...and build relationships with teammates and clients while accessing global capabilities to... 
    Full time

    CGI

    Winnipeg, MB
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor, Employee Accounts - Growth & Client Impact. Be the first to apply!