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
#J-18808-Ljbffr$50k - $60k per year
...people can thrive. We invest in our employees by fostering career growth, continuous learning, and opportunities... ...for a proactive, results-driven Account Manager (Client Success & Growth) to... ...renewals. You'll serve as a trusted advisor to our clients, ensuring they achieve...Flexible hoursAccountsFull timeInternshipManual laborWork at officeWorldwideMonday to friday$55k - $77k per year
...digital future. Our mission is to unleash employee productivity without compromising... ...built for the way people and AI agents work today. As one of the most loved brands... ...safer, simpler digital future. As an Account Specialist, Growth, you’ll help very small business (VSB)...AccountsFull timeWork at officeLocal areaImmediate startRemote workWork from home3 days per week- ...Supporting bilingual customers is an important part of how the SME & Growth Business team at Airwallex helps small and medium-sized... ...champions who combine deep financial expertise with a growth mindset, working closely with our clients to understand their unique needs and develop...AccountsLong term contractFull timeWork at office3 days per week
- ...required. Scope of Position The Wealth Banker will drive the provision of... ...branches. The Wealth Banker works in conjunction with branch staff and... ...by retention statistics, new sales growth goals, referrals to wealth advisors and transfer of High Value accounts...AccountsFull timeImmediate start
$83k - $98k per year
...here: About Meridian As a Wealth Sales Coach: You are... ...opportunities and net new Member growth. In certain markets, when needed... ...products, investment accounts, basic tax advantages, and entry... ...financial planning sales force by working with branch managers to provide...AccountsFull timeWork at officeRemote work$166.6k - $250k per year
...The Opportunity: Meridian is on an ambitious growth journey, with Wealth Management as a critical strategic engine. We are... ...enterprise. This role is the single-point leader accountable for Wealth revenue growth, advisor productivity, and enterprise referral conversion outcomes...Full timeWork at officeRemote workShift work- ...About the role Join us as a Commercial Growth Account Executive! In this role, you'll manage... ...strategy and a go-getter attitude. Hard work, enthusiasm, and initiative are highly valued... ...growth and business impact of our employees, we’re committed to developing a supportive...AccountsFull timeLive InWorldwide
- ...WEALTH OPERATIONS MANAGER, Successful Investor Wealth Management Inc... ...and experiencing significant growth, and as a result, we are currently... ...administration, fund accounting, compliance and team operations... ...developments, project timelines, and employee productivity within the wealth...Flexible hoursFull timeWork at officeRemote work1 day per week
- ...and identify sustainability initiatives and employee engagement, such as recycling and energy... ...manufacturing or industrial setting. CRST and working towards CRSP/EP/ROH or CIH Strong... ...skills, familiarity with EHS software/tools, and ability to work independently....Full timeLocal area
$51.9k - $64.88k per year
...Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers. Competitive rates. Personalized... ...The Wealth Advisor Administrative Assistant will work closely with and support a group of Wealth Advisors...AccountsFull timeWork at officeDay shift- ...focused Bilingual Customer Service Advisor who is passionate about... ...via phone, chat and email by accounts and in- house departments, including... ..., discounts, etc. Works effectively with all departments... ...Hybrid work schedule that allows employees to work in the office 60% of...AccountsFull timeWork at officeWork from homeWorldwide
$90k - $140k per year
...~ Job Type: Manager ~ Job Title: Advisor, FinOps & Accounting ~ Job Category (NOC): Financial Auditors... ...support a portfolio of early-stage and growth-stage startups across Web3 and emerging... ...a finance leader who loves variety and work with challenging accounting and finops...Flexible hoursFull timeInternshipRemote workMonday to friday$100k per year
...Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers. Competitive rates. Personalized... ...estate, and financial plans. The Wealth Advisor will work in close collaboration with the retail branch...AccountsFull timeWork at office$90k - $100k per year
...Position Title: Labour and Employee Relations Manager Employment Type: Full-Time Staff | Non-Union Annual Salary Range: $90,000 -... ...terms and conditions of employment and other workplace matters. Work collaboratively with union representatives, managers and internal...Full timeTemporary workManual laborImmediate start- ...to change how people learn at work—and we mean actually change it... ...Adventure Ahead As a Technical Account Manager, you’ll step into the... ...Team to drive active customer growth and remove any roadblock... ...Guide: Serve as a proactive advisor guiding customers through platform...AccountsLong term contractFull timeFor contractorsWork at officeWorldwide3 days per week
- ...Overview: The Employee Success Coordinator will perform a variety of administrative and organizational tasks in order to help scale Tulip... ...initiatives. The Coordinator will gain HR experience in a fast-paced work environment by playing a key role in onboarding, systems...Full timeContract work
$68.8k - $103.2k per year
...investments. As a Senior Small Business Advisor: You will be accountable for contributing to the overall success by... ...and product knowledge. Partner and work collaboratively with the Branch sales team and internal wealth and commercial partners to ensure Meridian...AccountsFull timeWork at officeLocal areaRemote workWeekend workAfternoon shift$60k - $75k per year
...Account Manager Job Type: Permanent Full Time Location: Hybrid... ..., acting as their trusted advisor and main point of contact.... ...account value, and support business growth initiatives. Provide clients... ...Travel Management? Imagine Working For a Company Where Your Career...AccountsPermanent employmentFull timeContract workWork at officeLocal areaWorldwide$65k - $75k per year
...As the Immigration Support Advisor, you will provide immigration... ...residence applications, study and work permits, and maintaining legal... ...to the university's continued growth and success. What You'll Do... ...well-being and success of our employees, IBU offers a comprehensive Total...Long term contractPermanent employmentFull timeTemporary workInternship$60k - $75k per year
...for their clients. With 650+ employees across Canada, the US,... ...strong culture of transparency, growth, and human connection. Whether... ...career. About the Role As an Accounts Receivable Specialist, you’ll... ...cash-flow forecasting. You’ll work closely with customers, Account...Flexible hoursAccountsFull timeWork at office$80k - $90k per year
...We are looking for a Senior Accountant who will partner with departments... ...processes to accommodate the growth of the Factor brand Assist... ...for ~3-4 years experience working in full-cycle accounting or experience... ...punny meeting room names! Flexible Hybrid Approach At...Flexible hoursAccountsFull timeInterim roleWork at officeRemote workWork from home3 days per week$90k - $100k per year
...alongside the most talented, hard working, and kind-hearted people out... ...impact you'll make: The Growth Marketing Manager is... ...partners, ensuring clear briefs, accountability, performance visibility, and... ...A hybrid way of working Flexible work hours based on business...Flexible hoursFull timePart timeShift work- ...achieve homeownership by offering flexible mortgage solutions. Our... ...available through a variety of wealth management platforms.... ...Manager, Finance Operations, the Accountant is responsible for day-to-day... ...activities, including booking employee expense accruals, year-end audits...Flexible hoursAccountsFull time
$55k - $65k per year
...being of Canadians. As a leading wealth management organization, we... ...responsibility, and community. Working with talented and energetic... ...looking to fill an opening for an Account Officer join our Aviso... ...meet the diverse needs of our employees Generous vacation time, fitness...AccountsFull timeInternship$90k - $100k per year
...workforce with the option to work at home, in the office, or a mix... ...as needed. As an Account Manager, you play a critical role... ...Resolver: Resolver is a high-growth SaaS company whose intuitive,... ...RRSP: Matching up to 2.5% Flexibility & trust – While we are remote...AccountsFull timeWork at officeLocal areaRemote workWork from home$150k per year
...relationships, and drive profitable, long-term growth. Yotpo's Commercial Account Managers are high-visibility, high-... ...native brands, you will be working closely with high recognition names... ...channels Serve as a trusted advisor to clients to consult on their business...AccountsLong term contractFull timeWork at office$45k - $95k per year
...Grey and TANK. With borderless employees spread across 20 studios in 18 countries, we all work collaboratively with one mission... ...POSITION OVERVIEW As an Account Manager and a key contributor to... ...you require accommodations or flexibility, please discuss this with the hiring...AccountsWork at officeImmediate startWeekend work$120k - $130k per year
...200 people, CloudTalk values growth , innovation , teamwork ,... ...fastest-growing SaaS companies Work with cutting-edge AI products... ...ARR The Role Our Account Managers are the business owners... ...yourself as a trusted advisor — not just a vendor contact —...Flexible hoursAccountsFull timeWork at officeImmediate startRemote workWork from homeHome office$70k - $90k per year
.... We are looking for an Account Manager to own and grow a portfolio... ..., and acting as a trusted advisor who helps users get maximum... ...relationship-building, revenue growth, and cross-functional collaboration... ...~ Bonus points: you've worked at a healthcare tech company,...Flexible hoursAccountsLong term contractFull timeContract workInternshipRemote workWork from homeWeekend work$170k - $180k per year
...for every occasion. Every employee at OpenTable has a tangible impact... ...for a Director of B2B Growth Marketing to lead the growth... ...sales-assisted motions, with accountability for pipeline, conversion, and... ...a talented team do its best work. Responsibilities Set...Flexible hoursAccountsWork at officeLocal area2 days per week
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