Hybrid Private Client Associate Role

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 collaborative 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.
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