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.
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Vacancy posted 1 hour ago
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$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- 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 - 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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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
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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 - 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 - 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 - 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 - 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
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