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Added 9 days ago
Financial Reporting & Capital Asset Policy Advisor
The Corporation of The Town of Aurora
Aurora, ON
Full-time
Added 16 days ago
Quick Lane Service Advisor- Capital Ford Lincoln Regina
Capital Automotive Group
Regina, SK · Ford Regina New
Full-time
Capital Ford Lincoln Regina is looking for a Quick Lane Service Advisor to join our team!
Added 12 days ago
Advisor Succession & Capital Markets.- Associate
Manulife
Toronto, ON
Full-time
Join Manulife Wealth’s Capital Markets Group as an Associate and support the Advisor Succession Program and broader capital markets initiatives. In this role, you will help manage advisor…
Added 27 days ago
Service Advisor - Capital Ford Lincoln, Winnipeg
Capital Automotive Group
Winnipeg, MB · Ford Winnipeg
Full-time
If that sounds like you, it’s time to join the team at Capital Ford Lincoln, Winnipeg where we take pride in doing things differently.
Added 1 month ago
Sr Advisor, Capital Procurement, Redwater
Nutrien
Redwater, AB
Full-time
…advice and obtaining stakeholder buy-in for current and future capital procurement needs while ensuring compliance to company policies and…
Added 1 month ago
Service Advisor - Capital GMC Buick, Edmonton
Capital Automotive Group
Edmonton, AB · GMC Edmonton
Full-time
Capital GMC Buick Inc./DBA Capital GMC Buick Edmonton
Added 1 month ago
Service Advisor - Capital GMC Buick, Edmonton
Capital GMC Buick Cadillac
Edmonton, AB · GMC Edmonton
Full-time
Capital GMC Buick Inc./DBA Capital GMC Buick Edmonton
Added 3 months ago
Benefits Advisor, Human Capital
MNP
Calgary, Alberta
Full-time
Make an impact with our National Human Capital - Benefits team as a Benefits Advisor. This diverse team of professionals are dedicated to cultivating and fostering our firm’s unique culture…
Added 5 months ago
Human Capital Data Advisor
MNP
Calgary, Alberta
Full-time
Make an impact with our Human Capital team as a Human Capital Data Advisor. This diverse team of professionals are dedicated to cultivating and fostering our firm’s unique culture and…
Added 3 months ago
Business Development Manager
Mackenzie Financial Corporation
Vancouver, BC
Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…
Added 2 days ago
Senior Manager, Royal Distinction Associates
RBC
Montreal, QC
Full-time
RBC Direct Investing (RBC DI) is an industry leading online brokerage that empowers clients to access the capital markets and investment products through multiple digital and service…
Added 2 days ago
Senior Relationship Manager
BMO
Quebec, QC · Saint-Georges, QC
Full-time
…financial solutions that fuel business success. As a trusted advisor, we deliver a full suite of commercial banking capabilities including lending, treasury management, cash management,…
Added 2 days ago
Business Advisor - Regional Opportunities - Downtown Vancouver & Area Trainee
Scotiabank
Vancouver, BC
Successful candidates will participate in a structured onboarding and integration period within the district before being assigned to Business Advisor opportunities based on business needs.
Added 2 days ago
Senior Project Manager
Colliers Project Leaders
Toronto, ON
Full-time
We deliver capital project solutions that strengthen the built environment, partnering with our clients to bring critical infrastructure and complex building projects to life.
Added 3 days ago
Technical Specialist, Wastewater Treatment
AECOM
Mississauga, ON
$180,000 to $250,000 CAD / year
Full-time
Serve as a trusted advisor to clients on infrastructure planning, regulatory compliance, operational optimization, asset management, affordability, and long-term capital investment…
Added 3 days ago
Chief Growth Officer, Wealth Management
Thorek/Scott and Partners
ON · Ontario, Canada
Full-time
Partner with executive leadership to establish growth priorities and capital allocation decisions and create and maintain a multi-year roadmap to achieve AUA, advisor recruitment, EBITDA…
Added 6 months ago
Investment Advisor
Ventum Financial
Victoria, BC
Full-time
Ventum’s Capital Markets division ranks among Canada’s top teams, providing mid-market corporate clients with investment banking, advisory, mergers and acquisitions, research and…
Added 3 days ago
Junior Inside Sales Representative
Canoe Financial
Calgary, AB
Full-time
…President (Wholesaler), this role focuses on strengthening advisor relationships, generating pipeline, and helping meet and exceed established sales goals and performance objectives within…
Added 5 days ago
Administrative Assistant
Canaccord Genuity Group Inc.
Vancouver, BC
Full-time
…segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating…
Added 5 days ago
Technical Director - Turbine and Generators (Hydropower)
AtkinsRéalis
Montreal, QC
Full-time
Act as a trusted technical advisor to clients, utilities, and asset owners on major capital investments and long-term asset strategies.
Added 8 days ago
Business Advisor - King Street, Midland,Ontario
Scotiabank
Midland, ON
…and private banking, corporate and investment banking, and capital…
Added 16 days ago
Policy Advisor, Financial Institutions Policy
Government of Alberta
Edmonton, AB
Job Title: Policy Advisor, Financial Institutions Policy
Added 18 days ago
Business Development Associate
RBC
Montreal, QC
Full-time
The Business Development Associate (BDA) plays an important role within the Advisor Channel Sales (ACS) team by providing pre- and post-sales planning, support, and relationship management.…
Added 18 days ago
Business Development Associate
Royal Bank of Canada
Montreal, QC
Full-time
The Business Development Associate (BDA) plays an important role within the Advisor Channel Sales (ACS) team by providing pre- and post-sales planning, support, and relationship management.…
Added 1 month ago
Manager, Velocity Operations
Radical Ventures
Toronto, ON
Full-time
Radical Ventures is an AI-focused venture capital firm with $2.5B capital under management and offices in San Francisco, New York, Toronto, and London. Ranked among the top performing VC…

Connor, Clark & Lunn Private Capital Ltd.

Wealth Advisor

Toronto, ON, Canada

Experience: Undergraduate degree: CIM + 2 years Registered Investment Management Experience or CFA required
Posting language: English
Posted: Jul 17, 2026

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Original job description

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'.

We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal.

Why become a Wealth Advisor at CC&L Private Capital?

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 introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities
You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations
You will build a practice with dedicated coaching support from day one
You will be part of a growing team attracted to working in clients’ best interest, managing over $20 billion of clients’ wealth today

Share Ownership

CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package.

Competitive Compensation

To get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success.

Support to Grow Your Book of Business

As a Wealth Advisor, you can expect career-long support. Our experienced coaching team will work directly with you as you progress your career at CC&L Private Capital, from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence, while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations.

What You Will Do

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. High level job accountabilities include:

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
Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service
Establishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversations

What You Bring

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. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent financial advisors. This individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result. While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues.

Key attributes will be:

An aptitude for business development, sales and an entrepreneurial spirit
Excellent interpersonal skills, emotional intelligence and a high level of integrity
Natural relationship building and networking skills
Great communicator with excellent presentation abilities
Deep understanding of financial markets and investment management
Ability to guide clients in an investment suitability assessment
An interest to build an asset with unlimited upside with significant autonomy
Five to ten years of related industry experience
Preference of having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire
Undergraduate degree: CIM + 2 years Registered Investment Management Experience or CFA required

About Connor, Clark & Lunn Private Capital:

CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. CC&L Financial Group, one of Canada's largest privately owned asset management firms. With more than 40 years of history and offices across Canada and in the US, the UK and India, CCL&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $188 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

For more information on why becoming a Wealth Advisor at CC&L Private Capital may be the only career move you ever need to make, we invite you to explore https://cclprivatecapital.com/careers/wealth-advisors.

To apply for this position, please submit your resume and cover letter

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.

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More about this job

Responsibilities

Build and manage a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide proactive, boutique wealth planning and investment advisory services to help clients achieve their financial goals.

Requirements

Requires 5 to 10 years of related industry experience and an undergraduate degree with a CFA or CIM plus 2 years of registered investment management experience. Candidates should possess strong sales aptitude and be capable of obtaining AAR or CRM-AR registration.

Skills

Business Development
Wealth Planning
Relationship Management
Financial Advisory
Asset Allocation
Client Servicing
Networking
Presentation Skills
Investment Management
Sales

Benefits

Employee Ownership
Secure Salary
Marketing Budget
Coaching and Mentoring

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
High Net Worth
CFA
CIM
AAR Registration
CRM-AR Registration
Asset Management
Discretionary Investment
Financial Markets
Business Development
Wealth Planning
Securities Commissions
Investment Suitability
Portfolio Management

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