Job Description
Join CC&L Private Capital as a Wealth Advisor and gain a rewarding career helping clients achieve their financial aspirations. Opportunities are available in cities like Calgary, Montreal, and Regina.
As a Wealth Advisor, you'll leverage your existing network and business development experience to provide bespoke financial planning for high-net-worth clients. This role offers continuous support from an experienced coaching team to ensure your success and growth. You'll also enjoy the benefits of employee ownership, ensuring alignment with customer interests and goals.
Key Responsibilities:
• Build your practice by attracting new clients
• Foster relationships with legal and financial professionals
• Deliver exceptional service regardless of market conditions
• Guide clients on asset allocation and investment strategies
• Facilitate wealth planning conversations with clients
Requirements:
• 5-10 years of industry experience required
• Strong sales aptitude ...
As a Wealth Advisor, you'll leverage your existing network and business development experience to provide bespoke financial planning for high-net-worth clients. This role offers continuous support from an experienced coaching team to ensure your success and growth. You'll also enjoy the benefits of employee ownership, ensuring alignment with customer interests and goals.
Key Responsibilities:
• Build your practice by attracting new clients
• Foster relationships with legal and financial professionals
• Deliver exceptional service regardless of market conditions
• Guide clients on asset allocation and investment strategies
• Facilitate wealth planning conversations with clients
Requirements:
• 5-10 years of industry experience required
• Strong sales aptitude ...