Become a Private Client Service Associate at CC&L Financial Group in Toronto and help clients meet their financial goals. This hybrid role focuses on delivering top-notch service and managing client relationships effectively.In this cooperative position, you will support Investment Professionals by managing client inquiries, onboarding new clients, and preparing meeting materials. Your role will require maintaining a strong understanding of our investment offerings while ensuring a seamless client experience from request to resolution.Key Responsibilities:Provide exceptional support to Investment ProfessionalsManage and resolve client requests efficientlyConduct expert analyses on investment productsOrganize client meetings and prepare essential documentsMaintain workflow for client onboarding and changesRequirements:Undergraduate degree or relevant financial services credential3+ years of related work experience preferredStrong background in financial regulationsDetail-oriented with analytical capabilitiesExcellent communication and time management skillsUtilize your strong organizational and financial expertise to excel in this client-focused environment.

📌 Hybrid Private Client Associate Role (Toronto)
🏢 Connor, Clark & Lunn Private Capital
📍 Toronto