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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 48 minutes ago
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