Private Client Services Specialist

A leading financial services provider is seeking a Private Equity Fund - Client Onboarding Specialist in Toronto. The role involves project managing the onboarding of new clients, ensuring compliance, and leading client relationship management. Ideal candidates will have at least 5 years of experience in the funds industry, particularly within Private Equity...

A leading financial services provider is seeking a Private Equity Fund - Client Onboarding Specialist in Toronto. The role involves project managing the onboarding of new clients, ensuring compliance, and leading client relationship management. Ideal candidates will have at least 5 years of experience in the funds industry, particularly within Private Equity...

CI Financial seeks a Private Client Services Coordinator to enhance client satisfaction through exemplary service and support. This entry-level role involves managing client inquiries, fostering strong internal relationships, and assisting in various projects. Candidates should exhibit strong communication and problem-solving skills, with a preference for...

CI Financial seeks a Private Client Services Coordinator to enhance client satisfaction through exemplary service and support. This entry-level role involves managing client inquiries, fostering strong internal relationships, and assisting in various projects. Candidates should exhibit strong communication and problem-solving skills, with a preference for...

**ABOUT US** CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group...

We are seeking a Client Service Specialist to join our Dobson Toncic team in Oakville. The Client Service Specialist will provide support and assistance to the Senior Account Executive while also having a new business sales target. This includes prospecting for & closing new client accounts, preparing and processing financial services proposals/statements...

A leading financial institution in Toronto seeks a Client Service Associate for Private Wealth to support Investment Advisors and ensure exceptional client service. Responsibilities include coordinating client inquiries, account maintenance, and marketing activities, as well as fostering lasting client relationships. Ideal candidates should have 3-5 years of...

A leading financial institution in Toronto seeks a Client Service Associate for Private Wealth to support Investment Advisors and ensure exceptional client service. Responsibilities include coordinating client inquiries, account maintenance, and marketing activities, as well as fostering lasting client relationships. Ideal candidates should have 3-5 years of...

**Intern, Private Client Service** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **The Position** CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based **Private Client Services Team**for a **4-month term**from September to December 2025. **What do we offer a Private Client Intern?** A dynamic, fast-paced work...

Position: Private Client Service Associate Location: Toronto, Ontario Job Id: 2211 # of Openings: 0 Private Client Service Associate 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...