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Added 6 mins ago
Clinical Manager – 37.5 hours/week – Permanent
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Full-time
Monitors and updates the Chief Executive Officer and Medical Adviser on all aspects of daily operations as needed and in a timely fashion.
Added 6 mins ago
Senior Consultant - CRM Financial Services
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Analyst, Project Controls
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Toronto, ON
Full-time
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Added 6 mins ago
Technical Analyst
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Contract
We are seeking an Intermediate Technical Analyst / Coordinator with a strong IT infrastructure and Windows Server background to support server build and migration activities.
Added 21 mins ago
Sr. Financial Analyst
The University of British Columbia
Vancouver, BC
$7,727.33 to $11,112 CAD / month
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Added 21 mins ago
Capital Markets Business Analyst
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Added 51 mins ago
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Added 1 hour ago
Analyste financier(-ère) | Financial Analyst
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Added 1 hour ago
Senior Analyst, Sales & Trading
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$110,000 to $190,000 CAD / year
Full-time
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Added 1 hour ago
Analyst, Sales & Trading
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$90,000 to $150,000 CAD / year
Full-time
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Added 1 hour ago
Financial Controls & Reconciliations Analyst
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Deliver effective and defect-free support (application, hardware, software and/or operations), researching system issues / opportunities, overseeing the execution of recommendations and…
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Analyst, Business
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Data Analyst
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D365 Finance & Operations Sr. Analyst
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We are seeking skilled IT professionals with a focus on Microsoft Dynamics 365 Finance and Operations (F&O) to join our dynamic team. The ideal candidate will be responsible for the…
Added 2 hours ago
Analyst, Credit Risk Quantification - IFRS9 Provisioning
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…relationships with specialized groups. Laurentian Bank runs operations across Canada – primarily in Québec and Ontario – as well as in the United States and competes where it sees market…
Added 2 hours ago
Analyst, Client Transitions Management
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Interested in joining one of Canada’s top performing asset managers? We are looking for a Client Transitions Analyst for an existing vacancy on our Transition Management team. The…
Added 3 hours ago
CNC Machinist - Rotational Shifts only + Benefits package + Paid time off +Shift Premium+ RRSP benefits
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…materials by running/programming machines to perform the proper operations and by reading and interpreting…
Added 3 hours ago
CNC Machinist - Rotational Shifts only + Benefits package + Paid time off +Shift Premium+ RRSP benefits
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Added 3 hours ago
Associate, Agricultural Services
TD
Medicine Hat, AB · Barrhead, AB · Red Deer, AB · Camrose, AB · Calgary, AB · Lethbridge, AB
Full-time
Our team works closely with clients to understand their operations, goals, and challenges, delivering customized financial solutions that help their businesses grow and succeed.
Added 3 hours ago
AI First - Senior Business Analyst, GFT
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Toronto, ON
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We are seeking a dynamic IT Business Analyst to analyze business processes, elicit requirements, identify solutions, assess risks, and collaborate with IT teams to drive implementation and…
Added 3 hours ago
Senior Information and Data Security Analyst (Global Security)
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Full-time
We are seeking an experienced Senior Information and Data Security Analyst to join our cross-functional team supporting RBC's data security infrastructure. In this role you will provide…

Connor, Clark & Lunn Financial Group Ltd.

Analyst, Client Transitions Management

Toronto, ON, Canada

Pay: The salary range for this position is $61,000 - $92,000.
Experience: 3+ years of experience in an investment operations or client-facing role.
Posting language: English
Posted: Sep 22, 2026

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Original job description

Interested in joining one of Canada’s top performing asset managers? We are looking for a Client Transitions Analyst for an existing vacancy on our Transition Management team. The Transition Management Team oversees the onboarding of institutional clients and restructure of client accounts for eleven institutional investment managers. The team is responsible for creating and executing transition plans using a structured and tailored approach by understanding needs of clients, investment strategies and operational requirements. The team manages over 400 transitions annually. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do

Manage the onboarding of Institutional Canadian, US and global clients
Be the key contact in the onboarding process with external stakeholders including clients, custodians and consultants
Analyze and identify operational and portfolio management requirements, potential risks and client needs, and work with internal teams to set up new clients
Work diligently with investment managers, sales, compliance and operations teams
Build trust with external and internal stakeholders, and apply a disciplined, proactive and flexible approach to manage the onboarding
Coordinate client restructures including changes to mandates, benchmarks and account transfers
Manage client KYC requirements and applications
Maintenance of onboarding tools, project plans and documentation

What You Bring

3+ years of experience in an investment operations or client-facing role. Background and knowledge in financial markets and investment processes preferred
Analytical, creative and growth mindset with the ability to problem solve and create thoughtful solutions
Experience collaborating with internal stakeholders on understanding client and project requirements and executing plans
Great communicator
Excellent interpersonal skills, emotional intelligence and a high level of integrity
Detailed-focus and the willingness to dive deep into processes and operational requirements

The salary range for this position is $61,000 - $92,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.

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.

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More about this job

Responsibilities

Manage the end-to-end onboarding process for institutional clients, including coordinating restructures and identifying operational requirements. Act as the primary point of contact for external stakeholders and internal teams to ensure seamless account transitions.

Requirements

Requires at least 3 years of experience in investment operations or a client-facing role with a strong understanding of financial markets. Candidates must possess excellent communication skills, a proactive mindset, and the ability to manage complex project documentation.

Skills

Investment operations
Client onboarding
Financial markets
Investment processes
Problem solving
Project management
Communication
Interpersonal skills
Emotional intelligence
KYC requirements
Risk analysis
Portfolio management
Stakeholder management
Documentation
Analytical mindset

Benefits

Annual performance bonus

Visa sponsorship

Not detected in the job text

Keywords

Asset management
Institutional clients
Transition management
Onboarding
Investment strategies
Operational requirements
Custodians
Consultants
Compliance
KYC
Account transfers
Benchmarks
Project plans
Financial markets
Investment operations
Stakeholder management
Risk management
Portfolio management
Client relations
Hybrid work

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