Private Client Services Associate
1 week ago
**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 assigned Investment Professionals in handling client relationships to deliver exemplary client service through a combination of client-relationship and time-management abilities, as well as market and product knowledge. **What You Will Do** Build and galvanize relationships through professional communication with clients Work with internal operational teams to resolve issues that may arise and respond to client inquiries Understand the platform of investment products and services, enabling you to service clients Customize presentation materials for new and existing clients Lead the onboarding process and establish a foundation for a positive client experience Execute all transactional requests and coordinate cash settlements as needed Contribute to improving and streamlining the service model and operational procedures Participate in ad hoc projects and special assignments as needed **What You Bring** 5+ years of related or transferable work experience Undergraduate degree, preferably in a related field and/or relevant work experience in a similar role Excellent written and verbal communication skills Exceptional attention to detail Experienced working independently, as well as in partnership with other team members Strong organizational and time-management skills with a proven ability to multi-task and work autonomously Good judgment coupled with the ability to set clear expectations and make sound decisions Advanced user of Excel, PowerPoint, Word and Adobe Acrobat Understanding of private client service and investment management practice is an asset **About Connor, Clark & Lunn Private Capital**: At CC&L Financial Group, we understand the value of opportunity - for our clients and our team. 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. 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-CR1
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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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Intern, Private Client Service
5 days ago
Regina, Canada Connor, Clark & Lunn Financial Group Full time**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...
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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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Client Services Associate
3 weeks ago
Regina, Canada Hunter Mercantile Full timeAre you an experienced Client Service Associate looking to be a core member of a high-performing wealth management team? Join our clients’ established, growing Regina-based firm where you'll be an essential partner to a Senior Investment Advisor and their high-net-worth (HNW) clients. If you thrive in a supportive, detail-oriented environment and want to...
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Client Services Associate
3 weeks ago
Regina, Canada Hunter Mercantile Full timeAre you an experienced Client Service Associate looking to be a core member of a high-performing wealth management team? Join our clients’ established, growing Regina-based firm where you'll be an essential partner to a Senior Investment Advisor and their high-net-worth (HNW) clients. If you thrive in a supportive, detail-oriented environment and want to...
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Client Services Associate
3 weeks ago
regina, Canada Hunter Mercantile Full timeAre you an experienced Client Service Associate looking to be a core member of a high-performing wealth management team? Join our clients’ established, growing Regina-based firm where you'll be an essential partner to a Senior Investment Advisor and their high-net-worth (HNW) clients. If you thrive in a supportive, detail-oriented environment and want to...
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PIA Client Service Associate
4 weeks ago
Regina, Canada TD Full timeDescription TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while...
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PIA Client Service Associate
4 weeks ago
Regina, Canada TD Full timeDescription TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while...
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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 Tax Associate – Wealth
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 ROSS Full timeA leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team. The role involves consulting on taxation, delivering integrated solutions across various client sectors. Ideal candidates are tax professionals ready to specialize, possessing a professional designation, and strong analytical and...
