Connor, Clark & Lunn group
Join CC&L as a Wealth Advisor
Job Description
Enhance your career by becoming a Wealth Advisor with Connor, Clark & Lunn Private Capital in Toronto, Ontario. You’ll provide specialized investment management service to high-net-worth clients and not-for-profits.
This strategic role focuses on business development, allowing you to build a robust client base. As a Wealth Advisor, you’ll utilize your network, skill in client interactions, and our support to drive growth and meet client investment goals. Our employee-owned structure fosters a collaborative environment that prioritizes client success and advisor alignment.
Key Responsibilities:
• Develop and manage your own client practice
• Foster relationships with accountants and financial advisors
• Deliver exceptional service in all market conditions
• Assist clients in asset allocation and investment suitability
• Build credibility with high-net-worth investors and not-for-profits
Requirements:
• Minimum fi...
This strategic role focuses on business development, allowing you to build a robust client base. As a Wealth Advisor, you’ll utilize your network, skill in client interactions, and our support to drive growth and meet client investment goals. Our employee-owned structure fosters a collaborative environment that prioritizes client success and advisor alignment.
Key Responsibilities:
• Develop and manage your own client practice
• Foster relationships with accountants and financial advisors
• Deliver exceptional service in all market conditions
• Assist clients in asset allocation and investment suitability
• Build credibility with high-net-worth investors and not-for-profits
Requirements:
• Minimum fi...