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We help clients achieve their unique financial goals while providing exemplary, boutique-level service. We’re looking for experienced professionals to drive and share in our continued success story.

joining as a wealth advisor means

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-calibre 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 until the day you retire

You will be part of a growing team attracted to working in clients’ best interests, managing over $15 billion of clients’ wealth today

Catherine Dorazio headshot

READY TO TAKE THE NEXT STEP?

Request a one-on-one meeting with Catherine Dorazio, Managing Director, to explore the opportunity of becoming a Wealth Advisor.

Everything to be successful

A Wealth of Thinking

Have the tools and information to have impactful conversations with your clients to support the design of a wealth strategy for the entire family. Whether you are discussing retirement or philanthropy, your focus on the whole family will help clients define their wealth aspirations and how best to fulfill them. You will gain advocacy from top professionals as they work alongside you in advising clients, supporting referrals to continue to build your practice. 

Wealth Advisors careers - 1726 X 903 (2)
Wealth Advisors careers - 1726 X 903

Pension-calibre investment platform

Offer your clients a diversified, pension-calibre investment product built from CC&L Private Capital's platform, which is continuously evolving to incorporate new and innovative asset classes. Our latest additions include frontier markets and emerging market credit.

Our tailored, multi-asset class portfolios are constructed from a diverse range of traditional investments and directly owned alternative assets. These include real estate, infrastructure, private loans and private equity. They are all of the calibre expected by institutional clients, differentiating the quality of investment management we offer to Canadian investors.

Direct access to investment teams

You will have direct access to our 'closed architecture' independent affiliate investment management teams. This will give you the opportunity to fully understand the investment strategies underlying clients' portfolios, speak to the teams and better inform yourself and your clients about all aspects of our portfolio management.

Wealth Advisors careers - 1726 X 903 (1)
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Support to grow your book of business

As a Wealth Advisor, you can expect career-long support as we aim to attract and retain top industry talent. 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.

Word of mouth

Much of our new business comes from word-of-mouth referrals by satisfied CC&L Private Capital clients. You can be assured that our firm has a reputation you can be proud to stand alongside. Our trusted brand can help you grow your practice, and our investment platform will allow you to stand out from the crowd as you show clients how you will support them in reaching their long-term financial goals.

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A true team

You will be part of a collaborative, growing team of Wealth Advisors across the country, working independently while supporting each other through a culture of sharing and learning. Regular company offsites bring the whole team together to deepen our wealth of thinking and forge a strong team culture and lifelong bonds. 

Leadership for the future

CC&L Private Capital's leadership team is consistently forward-looking, anticipating industry changes and acting nimbly to benefit the firm. From operations to investments to business development, the leadership team focuses on the positive impacts on our Wealth Advisors to build their business and career.

Wealth Advisors careers - 1726 X 903

A rewarding career

CC&L Private Capital and CC&L Financial Group believe 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 firm-wide profit-sharing programs.

Share ownership

Wealth Advisors have the opportunity to become owners of CC&L Private Capital and CC&L Financial Group. As one of Canada’s fastest-growing private investment counsels, this is a unique investment opportunity in addition to a competitive compensation package. 

Wealth Advisors careers - 1726 X 903 (4)
Wealth Advisors careers - 1726 X 903 (4)

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. 

Supporting your ambition

CC&L Financial Group

CC&L Private Capital is part of CC&L Financial Group, so you can be confident that a company managing over $127 billion in assets is standing behind you. Our firm utilizes the Financial Group's reporting and other back-office and administrative expertise, freeing you up to focus on growing your book of business. Their investment is also your investment, as they attract leading asset-management teams in-house to broaden the firm's offering for institutions and private clients.

Wealth Advisors careers - 1726 X 903 (5)
Wealth Advisors careers - 1726 X 903 (6)

Client Service Associate Team

You will benefit from administration and other client service support provided by CC&L Private Capital's expert and knowledgeable Client Service Associate team. From onboarding clients to facilitating transfers and operational assistance, our Client Service Associates will be there to help from day one, giving you the time and space to add unique value to client relationships as you steward their wealth with confidence.

Investment support

You will have regular, frequent meetings with CC&L Private Capital's Asset Allocation team, our in-house investment experts who develop the firm’s strategic and tactical asset allocations, giving each client’s portfolio the flexibility to address changing financial markets and evolving personal situations. Together, you will translate complex financial concepts and strategies into stories that help clients understand how we add value to their long-term investment plan.

Wealth Advisors can also provide clients with a bespoke Asset Forecasting Analysis (AFA) from our Asset Allocation team. The AFA is a step-by-step investment planning process that combines each client's unique objectives and financial situations with our views of current and future market and economic environments. It allows clients to 'pre-experience' their future wealth under various scenarios so you can guide their expectations in matters such as retirement and philanthropy.

Wealth Advisors careers - 1726 X 903 (7)

Apply now or request a one-on-one meeting with Catherine Dorazio, Managing Director using the form below.

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