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 1 hour ago
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Winnipeg, MB5 hours 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
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Winnipeg, MB1 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
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- 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.
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Connor, Clark & Lunn Private Capital Ltd.
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