Intern, Private Client Service
6 days ago
**Intern, Private Client Service** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** **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 work environment where opportunities for learning and growth are abound. You will be a member of a collaborative and client-focused team. This is an opportunity to support our associate and Wealth Advisor teams with a variety of tasks and experience the Wealth Management cycle first-hand. As a **Private Client Intern** you will: - Perform data reconciliation, data entry, auditing and compliance for our client portfolios - Populate and maintain client data in our internal CRM (APX) including paper and electronic filing - Create reports on behalf of our clients via our internal CRM (APX) - Assist Wealth Advisors in the preparation of client packages - Provide ad hoc support to our associate and Wealth Advisor teams as needed **Qualifications and Experience** The** Private Client Intern** position is geared toward students either in their third/fourth year of an undergraduate degree or recently graduated with a focus on Finance, Business Administration, and/or Economics. We are seeking ambitious students with a strong academic track record, who are interested in making an impact in process efficiencies at CC&L. - At least one previous internship experience in the area or Finance, Asset Management and/or Investment Management - Excellent oral and written communication skills - Excellent attention to detail - Ability to work independently as well as in partnership with other team members, combined with a positive, can-do attitude - Strong organizational and time management skills, the ability to multi-task and work autonomously - Advanced knowledge of MS Suite, especially Excel, PowerPoint, Word and Adobe Acrobat - Understanding of private client service and investment management practice is an asset **About Connor, Clark & Lunn Financial Group** Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $133 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $14 billion in client assets. - Connor, Clark & Lunn Financial Group 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-SM1 #LI-Hybrid
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Private Client Services Associate
1 week ago
Regina, Canada Connor, Clark & Lunn Financial Group Full time**Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, Saskatchewan** We are looking for the next Private Client Services Associate to join our Regina 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...
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Private Client Service Associate
1 week ago
Regina, Canada Connor, Clark & Lunn Financial Group Full time**Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** 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...
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Private Caregiver
1 week ago
Regina, SK SV T, Canada Private employer Full time $52,000 - $62,400 per yearHOME CARE PRIVATE RESIDENCE 95 YEAR OLD MALE3 caregivers for three 8-hour shifts or 2 caregivers for two 12-hour shifts24 hours Monday to SundayDUTIESAssist with showers and dressing, monitor independent toileting, perform light housekeeping and laundry, maintain organized neat and tidy living space, monitor and manage supplies, prepare tasty healthy...
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Manager, Private Enterprise Core Services
15 hours ago
Regina, Canada KPMG Canada Full timeOverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Are you a talented and proven leader who motivates teams and provides exceptional customer service? KPMG Private Enterprise is looking for a well-rounded experienced...
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Regina, Canada TalentSphere Staffing Solutions Full timeA leading financial services firm is seeking a Private Client Adviser / Securities Specialist / Financial Planner to work remotely. This role involves selling investment services to high net worth individuals and requires a strong background in financial services sales, preferably with CIM or CFA qualifications. The ideal candidate will enjoy a steady flow...
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Private Client Adviser
4 weeks ago
Regina, Canada TalentSphere Staffing Solutions Full timePrivate Client Adviser / Securities Specialist / Financial Planner Position: Private Client Adviser / Securities Specialist / Financial Planner Location: Saskatchewan - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our...
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Remote VP, Private Client Services — Growth
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Westland Insurance Group Ltd. Full timeA national insurance provider is seeking a Vice President, Private Client Services. This role, based remotely in Canada, involves leading a national team to deliver exceptional service to high-net-worth clients. Ideal candidates have over 10 years in private client services and expertise in insurance solutions, coupled with strong leadership and...
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Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Manulife Full timeA leading financial services provider in Toronto is seeking a Private Lending Associate to deliver specialized banking solutions to high-net-worth clients. Responsibilities include administering loans, providing client service, and collaborating with internal teams. The ideal candidate has 5+ years of banking experience and post-secondary education. This...
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Private Client Advisor – Remote
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeAbout The Job Mecur connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position Wealth Advisor / Private Client Advisor Type Contract Compensation $200/hour Location Remote Commitment 20–30...
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Private Client Advisor – Remote
1 week ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeAbout The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Wealth Advisor / Private Client Advisor Type: Contract Compensation: $200/hour Location: Remote Commitment:...
