Interested in joining one of Canada’s top performing asset managers? We are looking for a Proposal Analystfor an existing vacancyin ourProposal and Consultant Database Team. If you enjoy learning about different investment products, find it exciting to win new business, and thrive in a quick-paced environment, then consider joining our team.

You will be part of a group of energetic, social individuals who work as a team and want to succeed!Our offices currentlyoperateon a hybrid model with a combinationofinofficeand remote working days throughout the week.

What You Will Do

- Preparing and completing RFPs, RFIs, DDQs for all CC&L; Financial Group affiliates; this involves working closely with subject matter experts from all business areas.
- Drafting new responses and recommending value added enhancements to the existing RFP responses.
- Maintaining and administering an RFP response database and ensuring consistency across all marketing materials.




- Assisting with the preparation and maintenance of various reports and files required to support the RFP process.
- Assist with updating and maintaining various external investment and consultant databases, if required.

What You Bring

- You have a Finance Degree or equivalent and a genuine interest for the investment industry.
- 2 – 4 years of experience in an institutional investment firm, bank or trust company will be beneficial to your success. Completion of relevant industry courses would also be an asset.
- You can articulate yourself clearly verbally and written and work well with others to resolve complex issues.
- You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards.
- You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions.
- You have working knowledge of

📌 Proposal Analyst (Toronto)
🏢 Connor, Clark u0026 Lunn Financial Group
📍 Toronto