Job opportunity
Vancouver Wealth Advisor at CC&L Capital
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Join CC&L Private Capital as a Wealth Advisor in Vancouver and help clients achieve financial goals through expert guidance and exceptional service.
As an ideal candidate, you possess strong sales skills and financial industry background, allowing you to build a successful client practice from your existing network. This role will empower you to maintain significant relationships with high-net-worth individuals while providing proactive support through various market conditions.
Key Responsibilities:
• Develop a robust client base via business development strategies
• Establish partnerships with financial professionals for referrals
• Maintain consistent service levels throughout market changes
• Guide clients in asset allocation and financial strategies
• Lead timely financial advisory conversations
Requirements:
• 5 to 10 years of relevant experience in finance
• Strong existing network for client interaction
• Undergraduate degree: CIM + 2 years of experience or CFA required
• Natural ability for relationship building and networking
• Willingness to achieve necessary regulatory registrations
Utilize your expertise in wealth management as a Wealth Advisor with CC&L Private Capital in Vancouver.
#J-18808-Ljbffr
Apply on source site As an ideal candidate, you possess strong sales skills and financial industry background, allowing you to build a successful client practice from your existing network. This role will empower you to maintain significant relationships with high-net-worth individuals while providing proactive support through various market conditions.
Key Responsibilities:
• Develop a robust client base via business development strategies
• Establish partnerships with financial professionals for referrals
• Maintain consistent service levels throughout market changes
• Guide clients in asset allocation and financial strategies
• Lead timely financial advisory conversations
Requirements:
• 5 to 10 years of relevant experience in finance
• Strong existing network for client interaction
• Undergraduate degree: CIM + 2 years of experience or CFA required
• Natural ability for relationship building and networking
• Willingness to achieve necessary regulatory registrations
Utilize your expertise in wealth management as a Wealth Advisor with CC&L Private Capital in Vancouver.
#J-18808-Ljbffr