pcm

Wealth Advisor

Calgary, Alberta, Canada

Sponsorship not specifiedDetected 4 days ago

CRMBusiness DevelopmentAR/VRMentoringCFA

About the role

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'.

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
Natural relationship building and networking skills
You will build a practice with dedicated coaching support from day one
With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result.

The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital.
Ability to guide clients in an investment suitability assessment
Undergraduate degree: CIM + 2 years Registered Investment Management Experience or CFA required
CIM + 2 years Registered Investment Management Experience or CFA required

The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package.

While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues.
An aptitude for business development, sales and an entrepreneurial spirit
You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities

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.
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 be part of a growing team attracted to working in clients' best interest, managing over $20 billion of clients' wealth today

This listing is sourced directly from pcm's careers page and normalized into a canonical job model.