Pursue a fulfilling role as a Wealth Advisor at CC&L Private Capital, one of Canada’s foremost independent investment managers. This unique opportunity allows you to craft personalized financial strategies for clients while being part of an employee-owned firm.
With available positions in major cities including Calgary, Regina, and Montreal, you will focus on developing a network of high-net-worth clients and not-for-profit organizations. CC&L Private Capital offers substantial coaching and a structured path to ownership, ensuring your professional growth and alignment with client goals remain top priorities.
Key Responsibilities:
• Build a robust client practice from within your network
• Foster referral relationships with legal and financial experts
• Ensure ongoing client engagement through exceptional service
• Assess client needs and guide asset allocation strategies
• Lead discussions on wealth planning and investment suitability
Requirements:
• 5-10 ye...