Wealth Advisor with CC&L Private Capital
Location
vancouver, metro vancouver regional district
Job Type
Full-time
Category
Other-General
Posted
June 14, 2026
Elevate your career as a Wealth Advisor at CC&L Private Capital, where you can help clients achieve their financial goals in any of our key Canadian offices. This role is designed for experienced professionals eager to build relationships and deliver exceptional service.
As a Wealth Advisor, you will play a vital role in one of Canada’s largest independent investment management firms. Your focus will be on business development, leveraging your extensive network to onboard high-net-worth clients. Collaborate closely with a dedicated coaching team, gaining support and mentorship to accelerate your success.
Key Responsibilities:
• Build and manage a practice of new clients
• Develop strong relationships with lawyers and accountants
• Provide proactive service through varying market conditions
• Establish credibility with high-net-worth clients
• Lead wealth planning and financial advisory conversations
Requirements:
• Proven sales experience in financial service...
As a Wealth Advisor, you will play a vital role in one of Canada’s largest independent investment management firms. Your focus will be on business development, leveraging your extensive network to onboard high-net-worth clients. Collaborate closely with a dedicated coaching team, gaining support and mentorship to accelerate your success.
Key Responsibilities:
• Build and manage a practice of new clients
• Develop strong relationships with lawyers and accountants
• Provide proactive service through varying market conditions
• Establish credibility with high-net-worth clients
• Lead wealth planning and financial advisory conversations
Requirements:
• Proven sales experience in financial service...