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Client Transitions, Investment Operations Job in Toronto Recruiting by CC&L Financial Group

Client Transitions, Investment Operations

🔖 Full Time

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What You Bring

Client Engagement Expertise: You have experience delivering exceptional client service and building lasting relationships.

Collaborative Approach: You are a strong communicator with the ability to effectively engage with clients and internal stakeholders collaboratively. You proactively seek and provide input.

Operational Proficiency: You have an understanding of regulatory requirements governing client onboarding and account opening processes, and a strong interest in developing tailored transition plans. You also have exceptional attention to detail and organizational skills, with the ability to manage multiple tasks and prioritize simultaneously.

Industry Knowledge: You have in-depth knowledge of institutional investment products including Canadian and non-Canadian products (UCITS, CITs).

Academic Training: At minimum, you have an undergraduate degree in finance, business or related discipline and 3+ years in an investment operations or client-facing role.

About Connor, Clark & Lunn Financial Group
Connor, Clark & Lunn Financial Group Ltd. (“CC&LFG”) provides a broad range of traditional and alternative investment products and services to individuals, advisors, and institutional investors. Our business comprises of eleven institutional investment affiliates that are responsible for investment decision making and client service, as well as distribution affiliates including Connor Clark & Lunn Private Capital, which provides multi-asset class investment solutions and Connor, Clark & Lunn Funds which distributes single-strategy investments to individual investors. CC&LFG partners with each of its affiliates by contributing world class operations, product development expertise, broad distribution, and business management. We have grown from $29 billion in assets and 200 people in 2008 to over $110 billion in assets and over 800 people today. This has been accompanied by a high level of change in technology, types of assets managed, trading activity and geographic growth. As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining, and motivating the most talented people.

This is best achieved by:
A High-Quality Environment : To work with people who we hold in high regard; to enjoy the time that we spend at work; to focus on productive activities without the distraction of politics and bureaucracy; to treat each other with respect.
An Opportunity to Succeed: To do work that has value and which presents the opportunity for professional growth and development.

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The work culture at CC&L Financial Group must adhere to the Ethics of Work Culture as described in the Ethical framework of the UN Charter. You can gain more insights into their local workplace environment by exploring their jobs CC&L Financial Group and also by visiting their official website through Google.
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