Jobs in Canada

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Added 6 mins ago
Customer Experience Associate - Orchard Place, Kelowna, BC (15 hours/week)
Scotiabank
ON · Kelowna, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 6 mins ago
Customer Experience Associate - Markham Town Square (30 hours/week)
Scotiabank
Markham, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 6 mins ago
Senior Analyst, Client Onboarding, Global Banking & Markets (GWO)
Scotiabank
Toronto, ON
Support the Associate (Team Lead) and Associate Director to ensure that the Bank is compliant with regulatory obligations and bank-driven risk measures.
Added 6 mins ago
Client Service Processor
The Canada Life Assurance Company
London, ON
Reporting to the Associate Manager of Direct to Head Office (D2HO). The Client Service Processor will be responsible for the timely distribution of team paperwork, cheques and e-mails for…
Added 1 hour ago
Associate, Private Client Services
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
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…
Added 1 hour ago
AG
Family Office Associate
August Group
Toronto, ON
- Full-time
The Family Office Associate supports the Head of Wealth Planning by triaging and analyzing base planning scenarios and taking ownership of an assigned portfolio of client households. This…
Added 6 hours ago
NB
Associate
National Bank of Canada
Saint-Félicien, QC · St-Félicien, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 6 hours ago
NB
Associate
National Bank of Canada
Victoriaville, QC
- Full-time
A career as an Associate in the Evolution Wealth Management team at National Bank Financial, will give you the opportunity to show your ability to work in synergy with clients and…
Added 6 hours ago
NB
Wealth Associate
National Bank of Canada
Mississauga, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 6 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 6 hours ago
NB
Analyst or Associate Financial Resource Management
National Bank of Canada
Montreal, QC
- Full-time
Join a high-impact team in Capital Markets where financial strategy meets innovation. As an Analyst or Associate in the Financial Resource Management team, you’ll play a key role in…
Added 6 hours ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 6 hours ago
CR
Senior Associate, Global Private Client
Charles Russell Speechlys
Zurich, ON
- Full-time
Have previous experience of wealth structuring and tax advice
Added 6 hours ago
NB
Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 6 hours ago
NB
Associate
National Bank of Canada
Richmond, BC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 6 hours ago
EJ
Learning Experience Designer II
Edward Jones
Mississauga, ON
- $77,000 to $127,000 CAD / year
- Full-time
The Learning Experience Designer (LXD) is responsible for supporting Financial Advisors, Financial Advisor trainees, Client Support Team members and Home Office associates as they pursue…
Added 6 hours ago
MC
Join Our Talent Community! Financial Services Associate - Guelph Retail Branches
Meridian Credit Union
Guelph, ON
- $52,000 to $78,000 CAD / year
- Full-time
Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.
Added 11 hours ago
T
Entry Level Operations Associate - Investment Transfers (Hybrid)
TEKsystems
Toronto, ON
- $22 CAD / hour
- Contract
We are seeking a Service Officer to join a dynamic team at one of Canada's largest banking institutions within their Wealth Management Operations group. The team's core mission is to…
Added 16 hours ago
Customer Experience Associate - Chilliwack BC
Scotiabank
Chilliwack, BC
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 16 hours ago
C
Financial Services Associate
CIBC
Surrey, BC
- Full-time
…futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities.…
Added 17 hours ago
Customer Experience Associate - Brooks Branch, AB (22.5 hours/week)
Scotiabank
Brooks, AB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 17 hours ago
Customer Experience Associate - Kildonan Place, Winnipeg, MB (30 hours per week)
Scotiabank
Winnipeg, MB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 17 hours ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Brighton, ON
- Other
Open the door to more. Introduce Members to other FBC and Harvest services, such as bookkeeping, payroll, insurance and wealth, when they’re genuinely useful.
Added 17 hours ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Trenton, ON
- Other
Open the door to more. Introduce Members to other FBC and Harvest services, such as bookkeeping, payroll, insurance and wealth, when they’re genuinely useful.
Added 17 hours ago
S
Customer Experience Associate - Kildonan Place, Winnipeg, MB (30 hours per week)
Scotiabank
Winnipeg, MB
- Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…

Connor, Clark & Lunn Financial Group Ltd.

Associate, Private Client Services

Toronto, ON, Canada

The expected base salary range for this position is $60,000–$85,000.

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Job details

Pay: The expected base salary range for this position is $60,000–$85,000.
Experience: Minimum 3 years of related or transferable work experience
Posting language: English
Posted: Nov 5, 2026

Original job description

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 Do

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

What You Bring

An undergraduate degree or a related financial services designation is an asset
Minimum 3 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

The 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.

What 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 flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
Your 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 talentacquisition@cclgroup.com 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

The associate will support investment professionals in delivering wealth management services and managing client requests. They are responsible for overseeing the client onboarding process and maintaining expert knowledge of firm offerings to assist with complex inquiries.

Requirements

Candidates should have at least 3 years of related work experience and an undergraduate degree or financial services designation. Strong administrative skills, knowledge of financial industry regulations, and the ability to handle complex financial data are required.

Skills

Wealth management
Financial analysis
Regulatory compliance
Administrative support
Problem-solving
Time management
Communication skills
Investment knowledge
Client onboarding
Data analysis

Benefits

Retirement savings support
Wellness credits
Enhanced parental leave
Comprehensive health benefits
Continuous learning budgets
Paid study days

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Private client services
Investment management
CIM
CFA
Financial services
Regulatory requirements
Client onboarding
Administrative support
Portfolio management
High-net-worth clients
Hybrid work
Financial data
Relationship management

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