Associate, Private Client Services

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 a Private Client Service Associate for an existing vacancy in our 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.

What You Will Do

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

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

What You Bring

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

The expected base salary range for this position is $60,000–$85,000 . The midpoint represents our general market target for a fully qualified and experienced individual performing the role. Actual starting salary may fall below or above the midpoint depending on the candidate's relevant experience, skills and qualifications, as well as internal equity considerations. Further questions may be directed to the HR team during the interview process.

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• What We Offer
• At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:

Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work

Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.

Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com .

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. Please contact [email protected] if you require accommodation.

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.