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
Wealth Advisor
Calgary, ABConnor, Clark & Lunn Private Capital Ltd.
5+ ansCandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.
Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management
Wealth Advisor
Toronto, ONConnor, Clark & Lunn Private Capital Ltd.
5+ ansCandidates need five to ten years of industry experience, a successful sales background and strong networking and communication skills. Registration as an AAR or CRM-AR, or the ability to obtain it, is preferred, and a CIM with two years of registered investment management experience or a CFA is required.
Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management
Wealth Advisor
Regina, SKConnor, Clark & Lunn Private Capital Ltd.
5+ ansCandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.
Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management
Wealth Advisor
Saskatoon, SKConnor, Clark & Lunn Private Capital Ltd.
5+ ansCandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.
Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management
Wealth Advisor
Edmonton, ABConnor, Clark & Lunn Private Capital Ltd.
5+ ansCandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.
Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management
Wealth Advisor
Winnipeg, MBConnor, Clark & Lunn Private Capital Ltd.
5+ ansCandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.
Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management
Wealth Advisor
Vancouver, BCConnor, Clark & Lunn Private Capital Ltd.
5+ ansCandidates need five to ten years of related industry experience and a strong sales and relationship-building background. They also need a deep understanding of financial markets, a CIM with two years of registered investment management experience or a CFA, and preferably current or obtainable AAR or CRM-AR registration.
Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management
Private Client Service Associate
Vancouver, BCConnor, Clark & Lunn Private Capital Ltd.
5+ ansCandidates need at least 5 years of related or transferable work experience, a strong administrative background and knowledge of financial industry regulations. A degree or financial designation is an asset, as is progress toward a CIM or CFA.
Product knowledge, Onboarding, Administrative support, Research, Problem solving, Analytical skills
Intern, Private Client Service
Toronto, ONConnor, Clark & Lunn Private Capital Ltd.
Candidates need to be third- or fourth-year undergraduate students in finance, business or economics, with at least one prior internship in finance or investment management. They need strong written and spoken communication, attention to detail, advanced Excel, Word, PowerPoint and Adobe Acrobat skills. French is an asset.
Salesforce, APX, Excel, PowerPoint, Word, Adobe Acrobat
Conseiller en gestion de patrimoine/Wealth Advisor
Montréal, QC +1Connor, Clark & Lunn Private Capital Ltd.
5+ ansCandidates need five to ten years of related industry experience and strong sales and networking skills. They also need a CIM with two years of registered investment management experience or a CFA, and a current or obtainable AAR or CRM-AR registration.
Coaching, Sales, Interpersonal skills, Relationship building, Financial markets, Customer relationship management