- Full Time
- Vancouver, British Columbia, Canada
Connor, Clark & Lunn Private Capital Ltd.
- Support Investment Professional(s) in providing first-class wealth management services to our clients
- Effectively manage client requests and timely resolutions liaising with internal teams when required
- Maintain expert knowledge on firm’s offerings and investment practice assisting with complex inquiries
- Manage the schedule of client meetings and prepare client meeting materials
- Quarterback the client onboarding process and establish a foundation for a positive client experience
- Oversee client requests for non-financial changes, managing the process from start to finish
- Execute transactional requests and coordinate cash settlements as needed
- Provide administrative support and back up as required
- Actively engage in ongoing learning and development to continuously improve skills and knowledge
- An undergraduate degree or a related financial services designation is an asset
- Minimum 5 years of related or transferable work experience
- CIM or CFA candidate is an asset
- Strong administrative background and in-depth knowledge of the regulatory requirements of the financial industry
- Research-oriented with a focus on thorough analysis
- Logical and methodical approach to problem-solving
- Strong analytical skills and ability to handle complex financial data
- Proven accountability, initiative and success working on a large book of business
- The ability to work in a dynamic and fast paced environment requiring strong organization, time management and prioritization skills
- Experience working independently, as well as in partnership with other team members
- Excellent communication skills in English
#LI-HYBRID #LI-KC1
For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.
CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
Your application will be reviewed by a member of the hiring team – AI is not used in the screening, assessment or selection of applications at this time.
To apply for this job please visit job-boards.greenhouse.io.
Terms used in this posting
- hybrid
- A work arrangement combining both in-office and remote/at-home work, typically on a set schedule.
Explore Connor, Clark & Lunn Private Capital Ltd. online
Working in Vancouver, Greater Vancouver
Weather right now in Vancouver, Greater Vancouver: checking… · Local time: · Air quality: · Daylight: · UV index:
Vancouver is a major city in Western Canada, located in the Lower Mainland region of British Columbia. As the most populous city in the province, the 2021 Canadian census recorded 662,248 people in the city, up from 631,486 in 2016. The Metro Vancouver area had a population of 2.6 million in 2021, making it the third-largest metropolitan area in Canada. Greater Vancouver, along with the Fraser Valley, comprises the Lower Mainland with a regional population of over 3 million. Vancouver has the highest population density in Canada, with over 5,700 inhabitants per square kilometre (15,000/sq mi),
British Columbia is the westernmost province of Canada. Situated in the Pacific Northwest between the Pacific Ocean and the Rocky Mountains, the province has a diverse geography, with rugged landscapes that include rocky coastlines, sandy beaches, forests, lakes, mountains, inland deserts, and grassy plains. British Columbia borders the province of Alberta to the east; the territories of Yukon and
🇨🇦 Relocation safety for Canada: Very Safe — via Warnely, CC BY 4.0
National unemployment rate in Canada: 6.9% — via World Bank
- Elevation 6m (20 ft)
Source: Wikipedia (state)
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
Keep exploring on Get A Job.ai
Not quite the right fit? Your next opportunity is a click away.
- Browse all jobs
- More jobs by category
- Remote jobs you can do from anywhere
- Research typical pay for this role
- Set a job alert so new matches reach you first
- Upload your resume to apply faster
Hiring instead? Post a job and reach candidates searching right now.