Wealth Advisor - Edmonton, Canada - Connor, Clark & Lunn Financial Group

Connor, Clark & Lunn Financial Group

Verified Company

Edmonton, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Wealth Advisor

Connor, Clark & Lunn Private Capital Ltd.

Edmonton, AB

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 $110 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 entrepreneurialspirited, employeeowned 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 multiboutique 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 evergrowing network
Building and maintaining relationships with lawyers, accountants, and other centresofinfluence, 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

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._

LI-HYBRID #LI-RC1