Private Client Service Associate
6 days ago
Private Client Service Associate at Connor, Clark & Lunn Private Capital Ltd. (CC&L) Location: 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 attract and retain top talent with a model of employee ownership that aligns your interests with our clients. What You Will Do Support Investment Professional(s) in providing first‑class wealth management services to our clients Effectively manage client requests and timely resolutions, liaising with internal teams when required Maintain expert knowledge on firm’s offerings and investment practice, assisting with complex inquiries Manage the schedule of client meetings and prepare client meeting materials Drive the client onboarding process and establish a foundation for a positive client experience Oversee client requests for non‑financial changes, managing the process from start to finish Execute transactional requests and coordinate cash settlements as needed Provide administrative support and back up as required Actively engage in ongoing learning and development to continuously improve skills and knowledge What You Bring Undergraduate degree or related financial services designation (asset) Minimum 3 years of related or transferable work experience CIM or CFA candidate (asset) Strong administrative background and in‑depth knowledge of the regulatory requirements of the financial industry Research‑oriented with a focus on thorough analysis Logical and methodical approach to problem‑solving Strong analytical skills and ability to handle complex financial data Proven accountability, initiative and success working on a large book of business Ability to work in a dynamic and fast‑paced environment requiring strong organization, time‑management and prioritisation skills Experience working independently, as well as in partnership with other team members Excellent communication skills in English About Connor, Clark & Lunn Private Capital CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. 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 Financial Group, one of Canada’s largest privately owned asset management firms, manages over $167 billion in assets through a diverse range of traditional and alternative investment products and solutions for institutional, high‑net‑worth and retail clients. For more information on CC&L Private Capital, we invite you to explore 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. To apply for this position, please submit your résumé and cover letter combined as one PDF document. Referrals increase your chances of interviewing at Connor, Clark & Lunn Private Capital Ltd. (CC&L) by 2x. #J-18808-Ljbffr
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Private Client Service Associate
2 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeConnor, Clark & Lunn Private Capital Ltd. 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 attract and retain top talent with a model of employee ownership that aligns your interests...
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Private Client Service Associate
2 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeConnor, Clark & Lunn Private Capital Ltd. 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 attract and retain top talent with a model of employee ownership that aligns your interests...
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Private Wealth Client Services Associate
6 days ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeAn independent investment management firm in Toronto is searching for a Private Client Service Associate. The role involves supporting investment professionals in delivering exceptional wealth management services, managing client requests, and ensuring a smooth onboarding process. Candidates should possess strong analytical skills, relevant work experience,...
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Line Cook, Private Club
1 week ago
Toronto, Canada private client Full timeJob description A **chef de partie** is responsible for running a specific section of the kitchen. A chef de partie is responsible for all culinary dishes that are prepared in their section. Because of this, a successful chef de partie must be very knowledgeable about his or her specialty, as well as culinary functions in general. A person in this role must...
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Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeA leading investment management firm in Toronto is seeking a Private Client Service Associate to deliver exemplary service to high-net-worth clients. The role requires a collaborative approach and effective management of client requests, while supporting Investment Professionals with wealth management services. Candidates should have excellent communication...
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Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeA leading investment management firm in Toronto is seeking a Private Client Service Associate to deliver exemplary service to high-net-worth clients. The role requires a collaborative approach and effective management of client requests, while supporting Investment Professionals with wealth management services. Candidates should have excellent communication...
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Fine Dining Cook, Private Club
1 week ago
Toronto, Canada private client Full timeJob description A **chef de partie** is responsible for running a specific section of the kitchen. A chef de partie is responsible for all culinary dishes that are prepared in their section. Because of this, a successful chef de partie must be very knowledgeable about his or her specialty, as well as culinary functions in general. A person in this role must...
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Private Client Service Associate
3 days ago
Toronto, Canada Connor, Clark & Lunn Financial Group Full time**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...
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Private Client Services Associate
4 days ago
Toronto, Canada RSM Full timeWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll...
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Intern, Private Client Service
4 days ago
Toronto, Canada Connor, Clark & Lunn Financial Group Full time**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...
