Wealth Advisor, Employee Accounts (Hybrid) — Grow & Serve
Connor, Clark & Lunn Private Capital Ltd.
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 with CC&L Financial Group and affiliates.You will work with a coaching and mentorship program focused on business development, client growth, and high-quality service delivery across the firm.
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Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Wealth Advisor, Employee Accounts (Hybrid) — Grow & Serve 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, 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...Accounts
Connor, Clark & Lunn Private Capital Ltd.
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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Connor, Clark & Lunn Private Capital Ltd. (CC&L)
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
Connor, Clark & Lunn Private Capital Ltd.
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 - Elevate your career as a Wealth Advisor Employee Accounts with CC&L Private Capital in a hybrid role. Help clients meet their financial goals while delivering exceptional service and investment advice. As a pivotal member of CC&L Private Capital, you will be managing an established...Accounts
Connor, Clark & Lunn group
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
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