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About the Role
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. You will represent a firm with an incredibly strong reputation and a pension-calibre investment offering that is innovative and evolving with the needs of clients and market opportunities. You will be part of a growing team attracted to working in clients’ best interest, managing over $22 billion of clients’ wealth today.
Responsibilities
- 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
Requirements
- 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
Skills
- Investment planning
- Portfolio management
- Client suitability assessment
- Asset allocation
- Client service
- Account documentation
- Business development
- Networking
- Presentation abilities
- Interpersonal skills
- Emotional intelligence
- Integrity
- Communication
Location
- Remote
- Hybrid
Work Type
- Full-time
Experience Level
- Employee Accounts
Education Level
- Undergraduate degree
- CIM or CFA (Level 1)
Salary/Compensations
- Salary plus bonus structure and commission on external new assets
- Expected base salary range: $95,000 to $140,000
Benefits
- Meaningful work
- Continuous learning budgets
- Paid study days
- Support for professional designations
- Competitive total compensation
- Retirement savings support
- Wellness credits
- Enhanced parental leave
- Comprehensive health benefits
- Social events
- Volunteering opportunities
- Corporate social responsibility
- Flexible work practices
About the Company
- One of Canada's largest independent and privately held discretionary investment managers.
- Manages over $22 billion of clients’ wealth.
- Firm-led coaching and support tailored specifically to your professional growth.
- We’re 'invested in our greatest asset, you'.
- We foster belonging through collaboration, inclusion and flexibility.
- Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work.
Equal Opportunity
- We are committed to providing an inclusive, accessible recruitment and selection process.
- We welcome and encourage applications from people with disabilities.
- Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.
- AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.