Wealth Advisor, Employee Accounts

In this client-facing role, you will play a key part in delivering exceptional experiences to the firm’s employees while actively identifying and securing new client opportunities. You will also benefit from firm-led coaching and support tailored specifically to your professional growth.

Your high-level job accountabilities will include:

• Provide exemplary client service and the delivery of investment planning and portfolio management to employees participating in CC&L Employee Investment Program
• Meet the requirements to assess client suitability for investments, guide asset allocation, convey asset class details and seek deep understanding of each client
• Manage and execute day-to-day client requests, delivering a high level of personalized client service with speed and accuracy
• Navigate requirements for all aspects of new and existing account documentation, execution on systems, and collaborate with administration support team
• Conduct client meetings as needed, including preparing relevant documentation and providing tailored client updates
• Implement strategic outreach initiatives to expand the Employee Investment Program’s reach and serve as the primary point of contact for employees throughout the firm
• Proactively cultivate new business opportunities by leveraging employee referrals, building strong relationships within the firm to encourage client introductions
• Demonstrate ability to gain self-sourced clients through appropriate networking and business development activities, with an emphasis on maximizing referral-driven growth
• Participate as a team member and engage in ongoing learning and development to improve skills and knowledge

The ideal candidate will be a strong client service professional with a foundation of knowledge in investments with an interest in sales and business development. With a strong foundation within financial services, this individual will have a desire to learn and seek continuous growth. In approaching the role, the candidate will fit within our high-growth firm and team culture, and work well alongside their colleagues with a positive mindset.

Key attributes will be:

• Strong customer service skills – ability to work quickly, with accuracy in fast-paced environment
• Excellent interpersonal skills, emotional intelligence and a high level of integrity
• Great communicator with excellent presentation abilities
• Natural relationship building, collaboration and networking skills
• Aptitude for direct high-net-worth client relationships
• Interest and ability to understand financial markets and portfolio/investment management
• Core skills to guide clients in an investment suitability assessment and asset allocation
• Core skills to guide clients in portfolio construction and investment planning
• Desire to learn new skills and topics related to a wealth planning conversation
• Potential to confidently guide clients in wealth decisions, specifically investment advice
• Industry experience; ability to be registered as AR or AAR
• Undergraduate degree: and CIM or CFA (Level 1)