Wealth Advisor, Employee Accounts - Growth & Service
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
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 clients, while pursuing referrals, collaborating with mentors, and growing the Employee Investment Program in a fast-moving environment.
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Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Wealth Advisor, Employee Accounts - Growth & Service 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... ...their unique financial goals while providing exemplary service. As an Wealth Advisor, Employee Accounts, you will represent a firm with an incredibly...AccountsInternshipFlexible hours- 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, MB2 hours 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
Connor, Clark & Lunn group
Winnipeg, MB2 hours 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, MB2 hours 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, MB2 hours 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, MB2 hours 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
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB2 hours 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, MB2 hours 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, MB2 hours ago - 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, MB2 hours 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
Connor, Clark & Lunn Private Capital Ltd.
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