Client Transitions, Investment Operations

2 weeks ago

Toronto, Ontario, Canada Connor, Clark & Lunn Financial Group Full time

Client Transitions, Investment Operations

Connor, Clark & Lunn Financial Group Ltd.

Toronto, ON


We are looking for a Client Transitions Analyst or Senior Analyst to join our fast-paced and collaborative Transitions Management Team.

We pride ourselves on providing tailored transition plans with unparalleled service to meet the diverse needs of our institutional clients worldwide.

Our strong commitment to growth, integrity and success, has allowed us to successfully manage client transitions across the globe.

What You Will Do

  • As a member of the Client Transitions Team, you will play a pivotal role in our firm's client acquisition and onboarding efforts by facilitating the seamless onboarding of institutional clients, ensuring a superior client experience from initial engagement to account activation. You will work closely with clients, sales, relationship managers, portfolio managers, legal and other investment operations teams to manage the endtoend onboarding process.
  • This exciting role is for an individual who is passionate about delivering the highest quality client service through strong investment operations knowledge.
You will work with key decision makers on the team and have a broad range of responsibilities, including:

  • Serve as the primary point of contact for clients, providing guidance and support through the onboarding journey,
  • Coordinate with various internal teams to facilitate the setup of client profiles and accounts, including account opening, funding plans and transfers
  • Conduct thorough due diligence and documentation to ensure compliance with regulatory and internal policies
  • Proactively identify and address potential issues or bottlenecks to expedite the onboarding process
  • Develop and maintain strong relationships with clients and other external stakeholders, demonstrating a deep understanding of their needs and objectives

What You Bring

  • Client Engagement Expertise: You have experience delivering exceptional client service and building lasting relationships.
  • Collaborative Approach: You are a strong communicator with the ability to effectively engage with clients and internal stakeholders collaboratively. You proactively seek and provide input.
  • Operational Proficiency: You have an understanding of regulatory requirements governing client onboarding and account opening processes, and a strong interest in developing tailored transition plans. You also have exceptional attention to detail and organizational skills, with the ability to manage multiple tasks and prioritize simultaneously.
  • Industry Knowledge: You have indepth knowledge of institutional investment products including Canadian and nonCanadian products (UCITS, CITs).
  • Academic Training: At minimum, you have an undergraduate degree in finance, business or related discipline and 3+ years in an investment operations or clientfacing role.

About Connor, Clark & Lunn Financial Group
Connor, Clark & Lunn Financial Group Ltd. ("CC&LFG") provides a broad range of traditional and alternative investment products and services to individuals, advisors, and institutional investors.

Our business comprises of eleven institutional investment affiliates that are responsible for investment decision making and client service, as well as distribution affiliates including Connor Clark & Lunn Private Capital, which provides multi-asset class investment solutions and Connor, Clark & Lunn Funds which distributes single-strategy investments to individual investors.

CC&LFG partners with each of its affiliates by contributing world class operations, product development expertise, broad distribution, and business management.

We have grown from $29 billion in assets and 200 people in 2008 to over $110 billion in assets and over 800 people today.

This has been accompanied by a high level of change in technology, types of assets managed, trading activity and geographic growth.

As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining, and motivating the most talented people.


This is best achieved by:

A High-Quality Environment:

To work with people who we hold in high regard; to enjoy the time that we spend at work; to focus on productive activities without the distraction of politics and bureaucracy; to treat each other with respect.


An Opportunity to Succeed:
To do work that has value and which presents the opportunity for professional growth and development.

Recognition and Reward:
To recognize each person's contribution and to align compensation with contribution.

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

LI-HYBRID #LI-DS1

  • Student, Investment Operations

    2 weeks ago

    Toronto, Ontario, Canada OMERS Full time

    Are you looking to join a dynamic pension plan that embodies the strong values of its 500,000 members and is an industry leading global investor?Founded in 1962, OMERS is one of Canada's largest defined benefit pension plans. On behalf active and retired members, OMERS invests and administers their pensions. OMERS members include union and non-union...

  • Investment Counselor

    3 months ago

    Toronto, Ontario, Ontario, Canada BlueSky Investment Counsel Full time

    Company DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...

  • Investment Counselor

    2 months ago

    Toronto, Ontario, Ontario, Canada BlueSky Investment Counsel Full time

    Company DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...

  • Transit Operator

    1 week ago

    Toronto, Ontario, Canada Toronto Transit Commission (TTC) Full time

    JOB INFORMATION Requisition ID: 8282 Number of Vacancies: For Future Requirements Hourly Rate: $ $ MONTH PROGRESSION) Posted On: June 17, 2024 Last Day to Apply: August 4, 2024 TRANSIT OPERATOR - Special Program for Women This Special Program aligns with section 14 of the Ontario Human Rights Code (Code): Rights under Part I of the Code are not infringed by...

  • Transit Operations Manager

    2 weeks ago

    Toronto, Ontario, Canada Uber Full time

    About the Role:At Uber Transit, we believe that public transportation is well into the stages of a massive transformation that will play out over the course of the decade. Public transportation is the backbone by which cities and towns move. The role of public transportation agencies is changing, shifting from operating transportation to mobility...

  • Manager, Investments

    3 weeks ago

    Toronto, Ontario, Canada Canada Pension Plan Investment Board Full time

    Manager, Performance (16-month contract)Function: Finance Make an impact at a global and dynamic investment organization When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a...

  • Investment Operations Analyst

    2 weeks ago

    Toronto, Ontario, Canada TDS Personnel Full time

    Our client, a downtown investment counsel requires an Investment Operations Analyst to join their team. Reporting to the Manager – Operations, this individual will be responsible for overseeing the day-to-day investment operations for the High Net Worth ("HNW") business unit. In addition to this, the Investment Operations Analyst is responsible for...

  • Bilingual Sr. Strategist Investment Product Specialist

    2 weeks ago

    Toronto, Ontario, Canada MFS Investment Management Full time

    Bilingual Sr. Strategist Investment Product Specialist - Toronto or Montreal Bilingual Sr. Strategist Investment Product Specialist - Toronto or Montreal MFS Investment Management Toronto, Canada Bilingual Sr. Strategist Investment Product Specialist - Toronto or Montreal MFS Investment Management Toronto, Canada Posted 2 days ago Hybrid Job Permanent...

  • Senior Analyst, Investment Operations

    3 weeks ago

    Toronto, Ontario, Canada Brookfield Full time

    Senior Analyst, Investment Operations page is loaded Senior Analyst, Investment Operations Apply locations Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id R Location Brookfield Place - 181 Bay Street Business - Reinsurance Brookfield's publicly traded Reinsurance business, Brookfield Reinsurance Partners Ltd., is a...

  • Bilingual Sr. Strategist Investment Product Specialist

    2 weeks ago

    Toronto, Ontario, Canada MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the...

  • Team Leader Investments Operations Technology

    2 weeks ago

    Toronto, Ontario, Canada OMERS Full time

    Responsibilities:Position offers great opportunity to grow and work with cutting edge financial and investments systems and technologies as well as exposure to modern and cloud-based integration tools and utilities.Excellent people leadership skills, client service, interaction, and communication skills as well as ability to perform in a high paced, deadline...

  • Analyst, Investment Operations

    2 weeks ago

    Toronto, Ontario, Canada OMERS Full time

    The Investment Operations team is responsible for supporting the investment groups in transacting in multiple products and operating across various global markets and jurisdictions. The team operates and manages investment middle office functions critical to the life cycle events of various investment products resident in the portfolio.The Analyst plays a...

  • Analyst, Investment Operations

    2 weeks ago

    Toronto, Ontario, Canada OMERS Full time

    SCOPE OF POSITIONThe Investment Operations team is responsible for supporting the investment groups in transacting in multiple products and operating across various global markets and jurisdictions. The team operates and manages investment middle office functions critical to the life cycle events of various investment products resident in the portfolio.The...

  • Senior Investment Analyst

    3 weeks ago

    Toronto, Ontario, Canada CCC Investment Banking Full time

    Who are we: CCC is Canada's leading national, independent, mid-market investment banking firm. We also provide valuation services and board of director advisory to our trusted clients. We do not have a cookie-cutter approach but use creative solutions to overcome difficult problems to complete transactions. Support Vice Presidents and Associates in...

  • Transition Planner

    2 weeks ago

    Toronto, Ontario, Canada Unity Health Toronto Full time

    Unity Health Toronto, comprised of Providence Healthcare, St. Joseph's Health Centre and St. Michael's Hospital, works to advance the health of everyone in our urban communities and beyond. Our health network serves patients, residents and clients across the full spectrum of care, spanning primary care, secondary community care, tertiary and quaternary care...

  • Bilingual Sr. Strategist Investment Product Specialist

    2 weeks ago

    Old Toronto, Ontario, Canada MFS Investment Management Full time

    Bilingual Sr. Strategist Investment Product Specialist - Toronto or Montreal Bilingual Sr. Strategist Investment Product Specialist - Toronto or Montreal MFS Investment Management Toronto, Canada Bilingual Sr. Strategist Investment Product Specialist - Toronto or Montreal MFS Investment Management Toronto, Canada Posted 2 days ago Hybrid Job Permanent...

  • Investment Specialist Intern

    2 weeks ago

    Toronto, Ontario, Canada CEO Full time

    CA Technologies Ltd ( TSXV: SPOT) ( We are a fastest-growing stock market community, boasting 12.With our platform's popularity rising and service demand continuously growing, we are looking for an exceptional, motivated, and resourceful Jr. Investment & Operations Analyst to join our expanding team. CA across digital platforms. Investment & Operations...

  • Investment Operations Manager

    2 weeks ago

    Toronto, Ontario, Canada NBC Full time

    Area of Interest: Operations A career as a Manager - Investment Operations within the large Securities Operations team (Investment Operations) means being at the heart of deliveriing products and services to National Bank's wealth management clients. You will manage a team of 35 employees. To succeed, you will be supported by 2 section managers and...

  • Transition Planner

    2 weeks ago

    Toronto, Ontario, Canada St. Joseph's Health Centre Full time

    Unity Health Toronto, comprised of Providence Healthcare, St. Joseph's Health Centre and St. Michael's Hospital, works to advance the health of everyone in our urban communities and beyond. Our health network serves patients, residents and clients across the full spectrum of care, spanning primary care, secondary community care, tertiary and quaternary care...

  • Investment Operations Associate

    2 weeks ago

    Toronto, Ontario, Canada Dentsu Media Full time

    Company DescriptionWe are Dentsu. We innovate the way brands are built. That means we do things differently so they're better than before. In this way, we make our clients' most important marketing assets—their brands—win in a changing world. Dentsu is Innovating the Way Brands Are Built for its clients through its best-in-class expertise and...