Wealth Advisor

Calgary, AB

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'.

Connor, Clark & Lunn Private Capital Ltd.

Calgary, AB

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'.

We are currently hiring for Wealth Advisors in all offices:
Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal.

Why become a Wealth Advisor at CC&L Private Capital?

• You will represent one of Canada’s largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients
• You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities
• You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations
• You will build a practice with dedicated coaching support from day one
• You will be part of a growing team attracted to working in clients’ best interest, managing over $15 billion of clients’ wealth today

Share Ownership

CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package.

Competitive Compensation

To get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success.

Support to Grow Your Book of Business

As a Wealth Advisor, you can expect career-long support. Our experienced coaching team will work directly with you as you progress your career at CC&L Private Capital, from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence, while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations.

What You Will Do

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 independent financial 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

What You Bring

The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice…