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
Similar jobs that could be interesting for youBased on the Wealth Advisor, Employee Accounts - Hybrid Growth & 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 to make. Join one of Canada's largest... ...goals while providing exemplary service. As an Wealth Advisor, Employee Accounts, you will represent a firm with an incredibly strong...AccountsInternshipFlexible hours- 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 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
Connor, Clark & Lunn group
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. (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
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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 - 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
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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 and drive referrals within CC&L Financial Group. You will deliver investment planning, portfolio management, and exceptional service...AccountsFlexible hours
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