New Job Wealth Advisor In Quebec

Wealth Advisor
Wealth Advisor

Wealth Advisor

Company : Connor, Clark & Lunn Financial Group
Salary : Details not provided
Location : Quebec

Full Description

Wealth Advisor
Connor, Clark & Lunn Private Capital Ltd.
Montreal, QC
Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the conditions for success for its clients, partners, and employees. The firm through its affiliated investment managers is responsible for the investment of over $100 billion in assets under management.

Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations, and endowments. The firm is currently responsible for approximately $14 billion in client assets.

We are always interested in meeting talented individuals for our Wealth Advisor role and are currently hiring in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal.

Why Join CC&L Private Capital?
  • To join an entrepreneurial-spirited, employee-owned business
  • To capitalize on a unique and attractive compensation structure
  • To become an owner/partner of a strong and growing private business
  • To work within a unique multi-boutique structure that clearly differentiates Connor, Clark & Lunn from the rest of the industry
  • To be part of a highly reputable team and growing firm with a track record of success
What You’ll Be Doing

CC&L Private Capital has a significant opportunity to capture new business in the direct high net worth and not-for-profit market, as well as through partnerships with the advisor community. High level job accountabilities include:
  • Building your own practice of new clients through appropriate business development activities sourced from within your ever-growing network
  • Building and maintaining relationships with lawyers, accountants, and other centres-of-influence, including independent financial advisors as referral partners
  • Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service
  • Establishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversations
About You

The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent investment advisors. This individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result. While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues.
Key attributes will be:
  • An aptitude for business development, sales and an entrepreneurial spirit
  • Excellent interpersonal skills, emotional intelligence and a high level of integrity
  • Natural relationship building and networking skills
  • Great communicator with excellent presentation abilities
  • Deep understanding of financial markets and investment management
  • Ability to guide clients in an investment suitability assessment
  • An interest to build an asset with unlimited upside with significant autonomy
  • Five to ten years’ related industry experience; ability to be registered
  • Undergraduate degree; CIM or CFA (Level 1) required
CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
To apply for this position, please submit your resume and cover letter combined as one PDF document.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.