Wealth Advisor, Employee Accounts
Saskatoon, SKConnor, Clark & Lunn Private Capital Ltd.
Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.
Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building
Wealth Advisor, Employee Accounts
Regina, SKConnor, Clark & Lunn Private Capital Ltd.
Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.
Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building
Wealth Advisor, Employee Accounts
Edmonton, ABConnor, Clark & Lunn Private Capital Ltd.
Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.
Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building
Wealth Advisor, Employee Accounts
Calgary, ABConnor, Clark & Lunn Private Capital Ltd.
Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.
Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building
Wealth Advisor, Employee Accounts
Vancouver, BCConnor, Clark & Lunn Private Capital Ltd.
Candidates need a strong client service background and foundational investment knowledge, with an interest in sales and business development. The posting asks for an undergraduate degree, CIM or CFA Level 1, and the ability to be registered as an AR or AAR.
Sales, Coaching, Documentation, Customer service, Interpersonal skills, Relationship building
Wealth Advisor, Employee Accounts
Montréal, QC +1Connor, Clark & Lunn Private Capital Ltd.
Solides compétences en service à la clientèle; Connaissances de base en placements et en gestion de portefeuille; Excellentes aptitudes interpersonnelles et en présentation
Customer service, Dispatching, Documentation, Administrative support, Communication skills, Presentation skills