Associate Wealth Advisor
Job Description
Description
Becoming an Associate 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.
As an Associate Wealth Advisor, you will represent a firm with an incredibly strong reputation and a pension-calibre investment offering that is innovative and evolving with the needs of clients and market opportunities. You will be part of a growing team attracted to working in clients’ best interest, managing over $16 billion of clients’ wealth today.
A four-year path to Wealth Advisor
An Associate Wealth Advisor will work alongside an experienced CC&L Private Capital Wealth Advisor for an initial four-year period. During the first year of this mentorship, the Associate Wealth Advisor will be assigned client households to manage, while building relationships and a deep understanding as the independent service of each relationship increases. After the first year, the mentoring Wealth Advisor will assign up to 50 households to the Associate Wealth Advisor.
After the four-year mentorship, a decision will be made jointly by the senior Wealth Advisor and the Associate Wealth Advisor to either advance the Associate Wealth Advisor to Wealth Advisor status or for the Associate Wealth Advisor to recommit to another four-year mentorship. Wealth Advisors have the opportunity to become owners of our business.
Competitive compensation
Associate Wealth Advisor compensation is salary plus bonus structure for four years.
What you will do
As an Associate Wealth Advisor, you will have the opportunity to work with and receive mentorship from one of our highly experienced Wealth Advisors alongside the day-to-day interactions with clients. In this client-facing role you will be instrumental in the delivery of exemplary client experiences as well as securing new client opportunities while gaining firm-led coaching and support unique to your development.
We are committed to your personal and professional growth, helping you maximize your potential to achieve success and within four years transition to a Wealth Advisor role with a foundation of clients to independently build from.
Your high-level job accountabilities will include:
- Supporting an established Wealth Advisor to provide exemplary client service and the delivery of investment planning and portfolio management to high-net-worth clients jointly and independently as required
- Learn the requirements to assess client suitability for investments, guide asset allocation, convey asset class details and seek deep understanding of each client
- Support the preparation of client meeting materials, including preparation of documentation and client specific updates for presentation jointly or independently at client meetings
- Managing and executing day-to-day client requests and delivering a high level of personalized client service with speed and accuracy
- Navigating requirements for all aspects of new and existing
Company
Connor, Clark & Lunn group
Location
Vancouver
Country
Canada
Salary
100.000
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