25 Sep
|
Connor, Clark & Lunn Financial Group
|
Ontario
25 Sep
Connor, Clark & Lunn Financial Group
Ontario
Connor, Clark & Lunn Financial Group Ltd. is seeking a Retail Portfolio Operations Specialist to join our Retail Portfolio Operations team.
You will maintain client portfolio data, work with custodians, and produce monthly, quarterly and annual client reports for High-Net-Worth clients. The role emphasizes accurate data handling, collaboration with multiple internal and external partners, and support for performance inquiries across transactional data.
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📌 Hybrid Retail Portfolio Operations Specialist (Ontario)
🏢 Connor, Clark & Lunn Financial Group
📍 Ontario