Private Client Service Associate

Private Client Service Associate at Connor, Clark & Lunn Private Capital Ltd. (CC&L)

Location:

Toronto, ON

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 clients.

• 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 firm’s offerings and investment practice, assisting with complex inquiries
• Manage the schedule of client meetings and prepare client meeting materials
• Drive 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

• Undergraduate degree or related financial services designation (asset)
• Minimum 3 years of related or transferable work experience
• CIM or CFA candidate (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
• Ability to work in a dynamic and fast‑paced environment requiring strong organization, time‑management and prioritisation skills
• Experience working independently, as well as in partnership with other team members
• Excellent communication skills in English

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, manages over $167 billion in assets through a diverse range of traditional and alternative investment products and solutions for institutional, high‑net‑worth and retail clients.

For more information on CC&L Private Capital, we invite you to explore

CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

To apply for this position, please submit your résumé and cover letter combined as one PDF document.

Referrals increase your chances of interviewing at Connor, Clark & Lunn Private Capital Ltd. (CC&L) by 2x.