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About the Role
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 client. We are looking a Private Client Service Associate for an existing vacancy in our our Toronto office. 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 client-relationship abilities and extensive market and product knowledge, you will support Investment Professionals addressing the needs of clients and financial advisors.
Responsibilities
- 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
- Quarterback 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
Requirements
- An undergraduate degree or a related financial services designation is an asset
- Minimum 3 years of related or transferable work experience
- CIM or CFA candidate is an 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
- The ability to work in a dynamic and fast paced environment requiring strong organization, time management and prioritization skills
- Experience working independently, as well as in partnership with other team members
- Excellent communication skills in English
Location
- Toronto
Work Type
- Hybrid
Experience Level
- Minimum 3 years of related or transferable work experience
Education Level
- Undergraduate degree
- Related financial services designation
- CIM candidate
- CFA candidate
Salary/Compensations
- $60,000–$85,000
Benefits
- Competitive total compensation
- Retirement savings support
- Wellness credits
- Enhanced parental leave
- Comprehensive health benefits
- Continuous learning budgets
- Paid study days
- Support for professional designations
- Social events
- Volunteering opportunities
- Strong commitment to corporate social responsibility
- Flexible work practices designed to support work-life balance and provide employees with flexibility in where and how they work
About the Company
- Connor, Clark & Lunn Financial Group is one of Canada's largest independent and privately held discretionary investment managers.
- Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our client.
- We are "invested in our greatest asset, you". Our shared goals reflect what matters most to our people: Your community, your growth, and recognizing you.
Equal Opportunity
- We are committed to providing an inclusive, accessible recruitment and selection process.
- We welcome and encourage applications from people with disabilities.
- Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.