Wealth Advisor, Employee Accounts
Role Overview
Manages an established book of employee clients and cultivates relationships within Connor, Clark Financial Group and its affiliates.
Supports the Employee Investment Program with investment planning, portfolio management, client service, and business development.
Works with a Sales Development Coach and receives mentorship focused on business development and client service.
Key Skills for This Role
Full Job Posting
Role overview
Manages an established book of employee clients and cultivates relationships within Connor, Clark Financial Group and its affiliates.
Supports the Employee Investment Program with investment planning, portfolio management, client service, and business development.
Works with a Sales Development Coach and receives mentorship focused on business development and client service.
What you will do
- Provide investment planning, portfolio management, and service to employees participating in the Employee Investment Program.
- Assess investment suitability, guide asset allocation, explain asset classes, and understand client needs.
- Handle daily client requests with personalized, timely, and accurate service.
- Manage account documentation and system execution with administration support.
- Prepare client meeting documents and provide tailored updates.
- Expand the program through strategic outreach and act as employees’ primary contact.
- Develop referrals and new client opportunities through relationship-building, networking, and business development.
- Participate in team activities and ongoing learning and development.
What you bring
- Undergraduate degree.
- Industry experience and ability to be registered as AR or AAR.
- CIM designation or CFA Level 1.
- Investment and financial-services foundation, with interest in sales and business development.
- Strong service, communication, presentation, relationship-building, collaboration, and networking skills.
- Ability to guide suitability assessments, asset allocation, portfolio construction, and investment planning.
- Integrity, accuracy, and aptitude for high-net-worth client relationships.
Compensation
- Compensation includes salary, bonus, and commission on external new assets.
- Expected base salary range is $95,000 to $140,000; starting salary depends on experience, skills, qualifications, and internal equity.
Workplace
- The posting includes a hybrid role designation.
About the firm
Connor, Clark & Lunn Private Capital is an independent discretionary investment manager serving clients and managing their wealth.
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