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. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will DoSupport Investment Professional(s) in providing first-class wealth management services to our clientsEffectively manage client requests and timely resolutions liaising with internal teams when requiredMaintain expert knowledge on firm's offerings and investment practice assisting with complex inquiriesManage the schedule of client meetings and prepare client meeting materialsQuarterback the client onboarding process and establish a foundation for a positive client experienceOversee client requests for non-financial changes,



managing the process from start to finishExecute transactional requests and coordinate cash settlements as neededProvide administrative support and back up as requiredActively engage in ongoing learning and development to continuously improve skills and knowledgeWhat You BringAn undergraduate degree or a related financial services designation is an assetMinimum 3 years of related or transferable work experienceCIM or CFA candidate is an assetStrong administrative background and in-depth knowledge of the regulatory requirements of the financial industryResearch-oriented with a focus on thorough analysisLogical and methodical approach to problem-solvingStrong analytical skills and ability to handle complex financial dataProven accountability, initiative and success working on a large book of businessThe ability to work in a dynamic and fast paced environment requiring strong organization, time management and prioritization skillsExperience working independently, as well as in partnership with other team membersExcellent communication skills in EnglishThe expected base salary range for this position is $60,000–$85,000. The midpoint represents our general market target for a fully qualified and experienced individual performing the role.

Actual starting salary may fall below or above the midpoint depending on the candidate's relevant experience, skills and qualifications, as well as internal equity considerations.



Further questions may be directed to the HR team during the interview process. #LI-HYBRID #LI-SJ1What

We Offer
At Connor, Clark & Lunn Financial Group, we're "invested in our greatest asset, you". Our shared goals reflect what matters most to our people: Your community: we foster belonging through collaboration, inclusion and flexibility.

Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our adaptable work practices are designed to support work-life balance and provide employees with flexibility in where and how they workYour growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.

Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.

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. Please contact [email protected] if you require accommodation. AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.

📌 Associate, Private Client Services (Toronto)
🏢 Connor, Clark & Lunn group
📍 Toronto