Current jobs related to Associate, Private Client Service Specialist - Toronto, Ontario - CC&L Private Capital

  • Associate, Private Client Service Specialist

    1 month ago

    Toronto, Ontario, Canada CC&L Private Capital Full time

    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 Service Associate

    1 month ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Private Client Service Associate to join our team. As a key member of our Private Investment Counsel team, you will provide exceptional administrative support to our Portfolio Managers, ensuring seamless client experiences.Key Responsibilities:Prepare client meeting materials and...

  • Private Client Service Associate

    4 weeks ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Private Client Service Associate to join our team at TD Private Wealth Management. As a key member of our team, you will provide exceptional administrative support to our Portfolio Managers, ensuring seamless client experiences and efficient operations.Key ResponsibilitiesPrepare client meeting...

  • Private Client Service Associate

    4 weeks ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Role OverviewThe Toronto-Dominion Bank (Canada) is seeking a skilled Private Client Service Associate to join our team. As a key member of our Private Investment Counsel team, you will provide exceptional administrative, analytical, and client service support to ensure a legendary customer experience.Key ResponsibilitiesAssist Portfolio Manager(s) in...

  • Private Client Insurance Specialist

    4 weeks ago

    Toronto, Ontario, Canada RBC Insurance Agency Ltd. Full time

    Job Title: Private Client Insurance SpecialistJob Summary:We are seeking a Private Client Insurance Specialist to join our team at RBC Insurance Agency Ltd. As a Private Client Insurance Specialist, you will be responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada and earning the right to work with their High...

  • Client Service Associate, Private Wealth

    4 weeks ago

    Toronto, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our Private Wealth team at BMO. As a key member of our team, you will provide exceptional client service and support to our Investment Advisors, ensuring the delivery of outstanding results and exceeding client expectations.Key ResponsibilitiesProvide administrative support to...

  • Caregiver for Private Household

    5 days ago

    Toronto, Ontario, Canada Private Household Full time

    Job Description:We are seeking a dedicated Caregiver to join our team in a private household setting. As a caregiver, you will play a vital role in providing personal care and companionship to our clients, ensuring their physical, emotional, and social needs are met.About the Job:This is a temporary position with a 40-hour workweek. The ideal candidate will...

  • Child Care Specialist for Private Household

    4 days ago

    Toronto, Ontario, Canada private household Full time

    Job DescriptionWe are seeking a reliable and caring Child Care Specialist to join our private household team. The ideal candidate will have at least 1 year of experience in childcare and be able to work independently.ResponsibilitiesAssume full responsibility for the household in the absence of parents, ensuring a safe and healthy environment for all family...

  • Private Client Service Associate

    4 weeks ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Professional to join our team at TD Private Wealth Management. As a Client Service Professional, you will provide exceptional administrative, analytical, and client service support to ensure a legendary customer experience.Key ResponsibilitiesAssist Portfolio Manager(s) in...

  • Client Service Associate, Private Wealth

    4 weeks ago

    Toronto, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Client Service Associate to join our Private Wealth team at BMO. As a key member of our team, you will be responsible for providing exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesProvide day-to-day administration and support to our Investment...

  • Customer Experience Associate

    3 weeks ago

    Toronto, Ontario, Canada Private ServiceOntario Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Customer Experience Associate to join our team at Private ServiceOntario. As a Customer Experience Associate, you will be the first point of contact for our clients, providing excellent customer service and support. Your tasks will include scheduling and confirming appointments, maintaining and...

  • Private Banking Client Relationship Manager

    1 week ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    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...

  • Support Worker

    1 week ago

    Toronto, Ontario, Canada Private Household Full time

    Are you looking for a meaningful career in private household support?About the JobWe are seeking a reliable and compassionate Support Worker to join our team at Private Household.Job DescriptionThis is a temporary, full-time position with 40 hours per week. The successful candidate will provide personal care and companionship to our clients, including...

  • Client Service Associate

    4 weeks ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:TD Private Investment Advice is seeking a highly skilled Client Service Associate to provide dedicated specialized administrative support to our Investment Advisors. As a key member of our team, you will play a vital role in delivering exceptional client experiences and helping our clients achieve their financial goals.Key...

  • Family Care Specialist

    1 week ago

    Toronto, Ontario, Canada Private Household Full time

    The Family Care Specialist will be responsible for providing top-notch care and support to infants and children in a private household setting. This is a permanent position, requiring the candidate to work 40 hours per week.Job DescriptionThis role entails taking full responsibility for household duties in the absence of parents, including light housekeeping...

  • Caring Companion for Private Household

    4 days ago

    Toronto, Ontario, Canada Private Household Full time

    About the RoleWe are seeking a compassionate and reliable Caring Companion to join our private household team. As a Caring Companion, you will play a vital role in supporting our clients with their daily needs, ensuring they maintain their independence and quality of life.

  • Risk Management Specialist, Private Assets

    4 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    Job SummaryCPP Investments is seeking a highly skilled Risk Management Specialist, Private Assets to support the ongoing development and implementation of a risk assessment and management framework for our Private Assets Strategies.The successful candidate will provide risk oversight for our private investments, with a focus on real assets investments. This...

  • Housekeeping Manager for Private Household

    4 days ago

    Toronto, Ontario, Canada Private Household Full time

    Job DescriptionWe are seeking a highly skilled and experienced Housekeeping Manager to oversee the daily operations of our private household. The ideal candidate will have a strong background in housekeeping management, excellent leadership skills, and the ability to work independently.About the RoleThis is a full-time position that requires the successful...

  • Luxury Banking Client Service Associate

    4 days ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Company Overview:The Toronto-Dominion Bank (Canada) is a leading financial institution that offers a wide range of products and services to its clients. With over 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow.About the Role:We are seeking a Luxury Banking Client Service...

  • Tax Manager

    1 month ago

    Toronto, Ontario, Canada RSM Canada LLP Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our Private Client Services team at RSM Canada LLP. As a Tax Manager, you will play a key role in advising business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance.Key...

Associate, Private Client Service Specialist

1 month ago

Toronto, Ontario, Canada CC&L Private Capital Full time
About the Role

We 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 Responsibilities
  • Provide personalized service to clients, responding to their inquiries and addressing their needs in a timely and professional manner.
  • Collaborate with our investment professionals to develop and implement customized investment strategies for our clients.
  • Conduct thorough research and analysis to identify investment opportunities and provide recommendations to clients.
  • Develop and maintain strong relationships with clients, understanding their goals and objectives, and providing tailored solutions to meet their needs.
  • Stay up-to-date on market trends and developments, and provide insights and recommendations to clients.
Requirements
  • 5+ years of experience in a related field, preferably in private wealth management or a similar role.
  • Excellent written and verbal communication skills, with the ability to build strong relationships with clients.
  • Exceptional attention to detail, with the ability to analyze complex data and provide insightful recommendations.
  • Strong organizational and time-management skills, with the ability to prioritize tasks and meet deadlines.
  • Advanced user of Excel, PowerPoint, Word, and Adobe Acrobat.
About CC&L Private Capital

CC&L Private Capital is a leading provider of professional discretionary money management services to individual investors, foundations, and endowments. We are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. If you are a motivated and experienced professional looking to join a dynamic team, we encourage you to apply for this exciting opportunity.