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Connor, Clark & Lunn Private Capital Ltd.Verified Job Source

Conseiller en gestion de patrimoine/Wealth Advisor

  • Montréal, QC
  • Hybrid
  • Posted Jul 17, 2026
  • 1 position

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Employment type
Full-time
Experience level
Senior · 5+ years
Minimum education
Professional degree
Posting language
English
Working hours
40 hours per week

Job summary

Build and manage a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide exceptional boutique service and tailored wealth planning to help clients achieve their unique financial goals.

Job details

Build and manage a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide exceptional boutique service and tailored wealth planning to help clients achieve their unique financial goals. Requires 5 to 10 years of related industry experience and an undergraduate degree with either a CFA or CIM plus 2 years of registered investment management experience. Candidates should possess strong sales aptitude and be eligible for AAR or CRM-AR registration.

What you’ll do

Build and manage a practice of high-net-worth and not-for-profit clients through strategic business development and networking. Provide exceptional boutique service and tailored wealth planning to help clients achieve their unique financial goals.

Requirements

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

Benefits

  • Employee Ownership
  • Competitive Compensation Package
  • Secure Salary
  • Marketing Budget
  • Coaching and Mentoring

Listed skills

  • interpersonal skills · Preferred
  • Sales · Preferred
  • Client Relationship Management · Preferred
  • Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Business Development
  • Wealth Planning
  • Client Relationship Management
  • Investment Management
  • Financial Advisory
  • Networking
  • Sales
  • Asset Allocation
  • Interpersonal Skills
  • Emotional Intelligence
  • Presentation Skills
  • Market Analysis

Job areas

  • Finance & Accounting
  • Sales
  • Consulting
  • Management & Leadership

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