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 team-oriented 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 Professionals
• Manage and resolve client requests efficiently
• Conduct expert analyses on investment products




• Organize client meetings and prepare essential documents
• Maintain workflow for client onboarding and changes

Requirements:
• Undergraduate degree or relevant financial services credential
• 3+ years of related work experience preferred
• Strong background in financial regulations
• Detail-oriented with analytical capabilities
• Excellent communication and time management skills Utilize your strong organizational and financial expertise to excel in this client-focused environment.

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