Wealth Advisor, Employee Accounts - Hybrid Growth & Impact
Connor, Clark & Lunn group
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 and referrals.The role involves coaching and a focus on growth within a strong, pension-calibre investment framework and a hybrid work model. A CIM or CFA (Level 1) and undergraduate degree are expected.
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Vacancy posted 1 hour ago
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Connor, Clark & Lunn Private Capital Ltd.
Winnipeg, MB1 hour ago - 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
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