Private Client Service Associate

Position

Private Client Service Associate

Toronto, Ontario

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 client.

We are looking for a Private Client Service Associate for an existing vacancy in our Toronto office. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high‑net‑worth clients. Through a combination of superior client‑relationship abilities and extensive market and product knowledge, you will support Investment Professionals addressing the needs of clients and financial advisors.

Our offices currently operate on a hybrid model with a combination of in‑office and remote working days throughout the week.

• Support Investment Professional(s) in providing first‑class wealth management services to our clients
• Effectively manage client requests and timely resolutions, liaising with internal teams when required
• Maintain expert knowledge on the firm's offerings and investment practice, assisting with complex inquiries
• Manage the schedule of client meetings and prepare client meeting materials
• Quarterback the client onboarding process and establish a foundation for a positive client experience
• Oversee client requests for non‑financial changes, managing the process from start to finish
• Execute transactional requests and coordinate cash settlements as needed
• Provide administrative support and back up as required
• Actively engage in ongoing learning and development to continuously improve skills and knowledge

• An undergraduate degree or a related financial services designation is an asset
• Minimum 3 years of related or transferable work experience
• CIM or CFA candidate is an asset
• Strong administrative background and in-depth knowledge of the regulatory requirements of the financial industry
• Research‑oriented with a focus on thorough analysis
• Logical and methodical approach to problem‑solving
• Strong analytical skills and ability to handle complex financial data
• Proven accountability, initiative and success working on a large book of business
• The ability to work in a dynamic and fast‑paced environment requiring strong organization, time management and prioritization skills
• Experience working independently, as well as in partnership with other team members
• Excellent communication skills in English

Salary range: $60,000‑$85,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.

Independent and employee‑owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi‑boutique family of affiliate firms collectively manage over CAD $179 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high‑net‑worth and retail clients.

CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $14 billion in client assets. 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…