26 Sep
|
Connor, Clark u0026 Lunn Financial Group
|
Toronto
26 Sep
Connor, Clark u0026 Lunn Financial Group
Toronto
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.
📌 Hybrid Retail Portfolio Operations Specialist (Toronto)
🏢 Connor, Clark u0026 Lunn Financial Group
📍 Toronto