Account Associate, Private Client Group

About The Role HUB International’s Private Client Group continues to grow and is currently looking for strong Personal Insurance Broker to support an assigned High Net Worth/VIP book of business in our Toronto office and reporting to the Vice President, Private Client Group. This role is focused on delivering client excellence, growth and retention of a...

**Responsibilities**: - Work closely with the Private Client Principal in all facets of business development and ongoing relationship management and servicing of our clients - Prepare presentation materials for Private Client Team Principal - Answer phones and respond to client inquiries promptly and professionally - Prepare and maintain all client account...

**Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Service Associate** to join our firm. 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...

**About The Role** Positioned at the heart of Toronto, our expanding team seeks a Personal Lines Private Client Account Manager who’s eager to reshape the standards of high-net-worth engagements. Your expertise is the anchor to our VIP client narratives. This is more than just another job; it's an invitation to influence and drive customer...

**Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Services Associate **to join our Toronto office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...

About the RoleWe are seeking a highly skilled and experienced Associate to join our Private Client Service team at CC&L Private Capital. As a key member of our team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesProvide expert-level client service and support to our private...

**Private Client Group Services Training & Development Specialist (Bilingual)** - 2403621 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to...

Requisition ID: 204403 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Associate, Private Equity Sponsor Coverage Group - Commercial Banking (Toronto, ON)** **Purpose** Contributes to the overall success of the Private Equity Sponsor Coverage Group in Canada ensuring specific individual goals,...

Requisition ID: 199279 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Associate, Private Equity Sponsor Coverage Group - Commercial Banking (Toronto, ON)** **Purpose** Contributes to the overall success of the Private Equity Sponsor Coverage Group in Canada ensuring specific individual goals,...

**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 January to April 2025. **What do we offer a Private Client Intern?** A dynamic, fast-paced...

About The Role Positioned at the heart of Toronto, our expanding team seeks a Personal Lines Private Client Account Manager who’s eager to reshape the standards of high-net-worth engagements. Your expertise is the anchor to our VIP client narratives. This is more than just another job; it's an invitation to influence and drive customer excellence. ...

**Intern, Private Client Operations** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **The Position** CC&L Private Capital Ltd. is seeking a Private Client Operational Intern to join our **Operational Specialist Team** for a **4-month term** (January-April, 2025) **What do we offer a I** **Private Client Operational Intern?** A dynamic,...

Associate Director, Client Operations, Fund Administration - Private EquityFull-timeOffice Location: TorontoRank: Associate DirectorEmployment Type: Permanent Full TimeAbout MUFG Investor Services:Experience something Brilliantly Different with MUFG Investor Services. We are part of the Mitsubishi UFJ Financial Group, partnering with over 480 global...

Associate Director, Client Operations, Fund Administration - Private EquityFull-timeOffice Location: TorontoRank: Associate DirectorEmployment Type: Permanent Full TimeAbout MUFG Investor Services:Experience something Brilliantly Different with MUFG Investor Services. We are part of the Mitsubishi UFJ Financial Group, partnering with over 480 global...

**Associate, Private Equity** **Banyan Capital Partners** **Toronto, ON** **About Banyan Capital Partners** Banyan Capital Partners is growing and looking to add an **Associate** to its Toronto-based investment team. This is a unique opportunity to work closely with a group of senior PE investment professionals and participate in all aspects of the...

**Administrative Associate** **Location**:This position will be in-office, based out of our Toronto location. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions...

The Private Client Risk Advisor provides advice and guidance to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) families on their complex financial and risk management needs. They are focused on safeguarding and the wealth and assets of their clients and play a critical role in identifying risks and developing strategies to mitigate losses. The role...

Role SummaryWe are seeking a skilled Private Banking Client Service Associate to join our team. As a key member of our Private Wealth Management group, you will be responsible for delivering exceptional client service and supporting the Senior Private Banker in achieving business results.About The RoleThis is an exciting opportunity to work with high-net...

Account Executive - Private ClientDo you enjoy working with private clients and high net worth markets? Do you enjoy making a difference in the relationships you build and maintain with your clients? Then this is the role for you! This is a hybrid role with the flexibility to work both hybrid and fr

About The Role HUB continues to grow and is seeking a dynamic Leader to join our Personal Insurance team based in Toronto, Ontario, to help lead a practice in providing expert personal insurance portfolio management and service excellence to Private Client Group (PCG) High Net Worth clients. We are looking for a strong, detailed oriented individual to...