Wealth Advisor - Employee Accounts | Flexible Work & Growth
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
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 to employees in the firm’s Employee Investment Program, while collaborating with a Sales Development Coach for business development. The role emphasizes relationship building, asset allocation guidance, and proactive outreach to
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Vacancy posted more than 2 months ago
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