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About the role
<p><strong><span data-contrast="none">Associé au Service à la clientèle privée</span></strong><span data-contrast="auto"> </span><span data-ccp-props="{"201341983":0,"335557856":16777215,"335559739":0,"335559740":240}"> </span></p>
<p><span data-contrast="auto">Joignez-vous à l’une des plus grandes sociétés indépendantes de services de gestion de placement discrétionnaires d’intérêt privé au Canada et aidez nos clients à atteindre leurs objectifs financiers particuliers, tout en leur offrant un service exemplaire. Notre indépendance nous permet d’attirer et de fidéliser les meilleurs talents, grâce à un modèle d’actionnariat des employés qui harmonise nos intérêts avec ceux de nos clients. </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></p>
<p><span data-contrast="auto">Nous sommes à la recherche d’un </span><strong><span data-contrast="auto">associé au Service à la clientèle privée</span></strong><span data-contrast="auto"> pour notre bureau de Montréal. Dans le cadre de vos fonctions, vous ferez partie d’une équipe misant sur la collaboration et axée sur le client qui offre un service exemplaire à notre clientèle fortunée. Grâce à des compétences supérieures en relation avec la clientèle et à une connaissance approfondie des marchés et des produits, vous aiderez les spécialistes des placements à répondre aux besoins des clients et des conseillers financiers. Nos bureaux fonctionnent actuellement selon un modèle hybride combinant des jours de travail au bureau et des jours de travail à distance tout au long de la semaine.</span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></p>
<p><strong><span data-contrast="auto">Ce que vous ferez </span></strong><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Soutenir les spécialistes des placements dans la prestation de services de gestion de patrimoine de premier ordre à nos clients </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="15" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Gérer efficacement les demandes des clients et les résoudre rapidement en communiquant avec les équipes internes au besoin </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="14" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Se tenir bien au fait des offres et des pratiques de placement de la société pour répondre aux demandes de renseignements complexes </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="13" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Gérer le calendrier des rencontres avec les clients et préparer le matériel nécessaire </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="12" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Chapeauter le processus d’accueil et jeter les bases d’une expérience client positive</span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Gérer les demandes de changements non financiers des clients, en gérant le processus du début à la fin </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
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<li data-leveltext="" data-font="Symbol" data-listid="10" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Exécuter les demandes de transaction et coordonner les règlements en espèces au besoin. </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="9" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Offrir un soutien administratif et de l’aide, au besoin </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
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<li data-leveltext="" data-font="Symbol" data-listid="8" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">S’engager activement dans l’apprentissage et le perfectionnement continus pour améliorer les compétences et les connaissances </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<p><span data-contrast="auto"> </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> <br></span><strong><span data-contrast="auto">Ce que vous apportez </span></strong><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="7" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Diplôme de premier cycle ou titre professionnel dans le secteur des services financiers, un atout </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Au moins cinq ans d’expérience de travail connexe ou transférable </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Excellentes compétences en communication </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Solide expérience en administration et connaissance approfondie des exigences réglementaires du secteur financier </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Responsabilité, initiative et succès attestés en ce qui a trait à un important portefeuille d’affaires </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Capacité à travailler dans un environnement dynamique qui évolue rapidement et qui exige de solides compétences en organisation ainsi qu’en gestion du temps et des priorités </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Capacité éprouvée à travailler de façon autonome et avec les autres membres d’une équipe </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></li>
</ul>
<p><span data-contrast="auto"> </span><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></p>
<p><strong><span data-contrast="auto">À propos de Gestion privée Connor, Clark & Lunn Ltée </span></strong><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":259}"> </span></p>
<p><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Gestion privée CC&L est membre du Groupe financier Connor, Clark & Lunn Ltée. Gestion privée Connor, Clark & Lunn (« Gestion privée CC&L ») est membre du Groupe financier CC&L, qui offre des services de gestion de placements discrétionnaire aux particuliers, aux fondations et aux fonds de dotation. Les actifs des clients de la société s’élèvent à environ 14 milliards de dollars.</span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Au Groupe financier CC&L, nous comprenons la valeur des occasions – pour nos clients et notre équipe. Nous sommes une société indépendante appartenant à ses employés. Nous travaillons en partenariat avec des professionnels en gestion de placement pour assurer la croissance et la prospérité des sociétés </span><span data-ccp-parastyle="No Spacing">de</span><span data-ccp-parastyle="No Spacing">gestion</span><span data-ccp-parastyle="No Spacing"> d’actifs en leur donnant l’espace nécessaire pour innover et avoir un véritable impact. </span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Comptant plus de 40 ans d’expérience et avec des bureaux au Canada et aux États-Unis, au Royaume-Uni et en Inde, le Groupe financier CC&L, doté d’une structure </span><span data-ccp-parastyle="No Spacing">multientreprise</span><span data-ccp-parastyle="No Spacing">, et ses sociétés affiliées gèrent collectivement un actif des clients de plus de </span><span data-ccp-parastyle="No Spacing">188</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">milliards de dollars et offrent une gamme diversifiée de produits et de solutions de placements traditionnels et non traditionnels à des investisseurs institutionnels, des clients fortunés et des particuliers. </span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><span data-contrast="auto"><span data-ccp-parastyle="No Spacing"> </span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Pour en savoir plus sur la façon dont vous pouvez bâtir votre carrière chez nous, nous vous invitons à consulter le site </span></span><a href="https://cclprivatecapital.com/fr/carrieres/carri-res-des-conseillers-en-gestion-de-patrimoine"><span data-contrast="none"><span data-ccp-charstyle="Hyperlink">https://cclprivatecapital.com/fr/carrieres/carri-res-des-conseillers-en-gestion-de-patrimoine</span></span></a><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><em><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Groupe financier CC&L est déterminé à créer un environnement de travail diversifié et inclusif et est fier de souscrire au principe de l’égalité d’accès à l’emploi. Tous les candidats qualifiés seront pris en considération sans égard au sexe, à l’origine ethnique, à la religion, à l’orientation et à l’expression sexuelles, au handicap ou à l’âge. </span></span></em><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Pour postuler, veuillez soumettre votre curriculum vitæ et votre lettre de présentation dans un même fichier PDF.</span></span><span data-contrast="auto"><span data-ccp-parastyle="No Spacing"> </span></span> <span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Nous remercions tous les candidats de l’intérêt qu’ils portent à ce poste ; toutefois, seules les personnes retenues pour une entrevue seront contactées. Aucun appel téléphonique ni sollicitation d’agences de recrutement ne sera accepté.</span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335557856":16777215,"335559739":0,"335559740":240}"> </span></p>
<p><strong><span data-contrast="none"><span data-ccp-parastyle="No Spacing">Private Client Service Associate</span></span></strong><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Connor, Clark & Lunn Private Capital Ltd. </span></span></strong><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Montreal, Q</span><span data-ccp-parastyle="No Spacing">C</span></span></strong><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Join</span><span data-ccp-parastyle="No Spacing"> one of </span><span data-ccp-parastyle="No Spacing">Canada's</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">largest</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">independent</span><span data-ccp-parastyle="No Spacing"> and </span><span data-ccp-parastyle="No Spacing">privately</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">held</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">discretionary</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">investment</span><span data-ccp-parastyle="No Spacing"> managers and help clients </span><span data-ccp-parastyle="No Spacing">achieve</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">their</span><span data-ccp-parastyle="No Spacing"> unique financial goals </span><span data-ccp-parastyle="No Spacing">while</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">providing</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">exemplary</span><span data-ccp-parastyle="No Spacing"> service. Our </span><span data-ccp-parastyle="No Spacing">independence</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">allows</span><span data-ccp-parastyle="No Spacing"> us to </span><span data-ccp-parastyle="No Spacing">attract</span><span data-ccp-parastyle="No Spacing"> and </span><span data-ccp-parastyle="No Spacing">retain</span><span data-ccp-parastyle="No Spacing"> top talent </span><span data-ccp-parastyle="No Spacing">with</span><span data-ccp-parastyle="No Spacing"> a model of </span><span data-ccp-parastyle="No Spacing">employee</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">ownership</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">that</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">aligns</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">your</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">interests</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">with</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">our</span><span data-ccp-parastyle="No Spacing"> client. </span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> W</span><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">e are </span><span data-ccp-parastyle="No Spacing">looking</span><span data-ccp-parastyle="No Spacing"> a </span></span><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Private Client Service Associate</span></span></strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing"> to join our firm in our </span><span data-ccp-parastyle="No Spacing">Mo</span><span data-ccp-parastyle="No Spacing">ntreal</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">office. </span></span><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">In </span><span data-ccp-parastyle="No Spacing">this</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">role</span><span data-ccp-parastyle="No Spacing">, </span><span data-ccp-parastyle="No Spacing">you</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">will</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">be</span><span data-ccp-parastyle="No Spacing"> a </span><span data-ccp-parastyle="No Spacing">member</span><span data-ccp-parastyle="No Spacing"> of a collaborative and client </span><span data-ccp-parastyle="No Spacing">focused</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">team</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">delivering</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">exemplary</span><span data-ccp-parastyle="No Spacing"> service to </span><span data-ccp-parastyle="No Spacing">our</span><span data-ccp-parastyle="No Spacing"> high-net-</span><span data-ccp-parastyle="No Spacing">worth</span><span data-ccp-parastyle="No Spacing"> clients. </span><span data-ccp-parastyle="No Spacing">Through</span><span data-ccp-parastyle="No Spacing"> a combination of </span><span data-ccp-parastyle="No Spacing">superior</span><span data-ccp-parastyle="No Spacing"> client-</span><span data-ccp-parastyle="No Spacing">relationship</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">abilities</span><span data-ccp-parastyle="No Spacing"> and extensive </span><span data-ccp-parastyle="No Spacing">market</span><span data-ccp-parastyle="No Spacing"> and </span><span data-ccp-parastyle="No Spacing">product</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">knowledge</span><span data-ccp-parastyle="No Spacing">, </span><span data-ccp-parastyle="No Spacing">you</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">will</span><span data-ccp-parastyle="No Spacing"> </span></span><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">support Investment </span><span data-ccp-parastyle="No Spacing">Professionals</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">addressing</span><span data-ccp-parastyle="No Spacing"> the </span><span data-ccp-parastyle="No Spacing">needs</span><span data-ccp-parastyle="No Spacing"> of clients and financial </span><span data-ccp-parastyle="No Spacing">advisors</span><span data-ccp-parastyle="No Spacing">.</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">Our offices </span><span data-ccp-parastyle="No Spacing">currently</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">operate</span><span data-ccp-parastyle="No Spacing"> on a </span><span data-ccp-parastyle="No Spacing">hybrid</span><span data-ccp-parastyle="No Spacing"> model </span><span data-ccp-parastyle="No Spacing">with</span><span data-ccp-parastyle="No Spacing"> a combination of in-office and </span><span data-ccp-parastyle="No Spacing">remote</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">working</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">days</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">throughout</span><span data-ccp-parastyle="No Spacing"> the </span><span data-ccp-parastyle="No Spacing">week</span><span data-ccp-parastyle="No Spacing">. </span><span data-ccp-parastyle="No Spacing"> </span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">What</span><span data-ccp-parastyle="No Spacing"> You Will Do</span></span></strong><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="20" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Support Investment Professional(s) in </span><span data-ccp-parastyle="No Spacing">providing</span><span data-ccp-parastyle="No Spacing"> first-class </span><span data-ccp-parastyle="No Spacing">wealth</span><span data-ccp-parastyle="No Spacing"> management services to </span><span data-ccp-parastyle="No Spacing">our</span><span data-ccp-parastyle="No Spacing"> clients</span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="20" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Effectively</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">manage</span><span data-ccp-parastyle="No Spacing"> client </span><span data-ccp-parastyle="No Spacing">requests</span><span data-ccp-parastyle="No Spacing"> and </span><span data-ccp-parastyle="No Spacing">timely</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">resolutions</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">liaising</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">with</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">internal</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">teams</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">when</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">required</span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="20" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Maintain</span><span data-ccp-parastyle="No Spacing"> expert </span><span data-ccp-parastyle="No Spacing">knowledge</span><span data-ccp-parastyle="No Spacing"> on </span><span data-ccp-parastyle="No Spacing">firm’s</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">offerings</span><span data-ccp-parastyle="No Spacing"> and </span><span data-ccp-parastyle="No Spacing">investment</span><span data-ccp-parastyle="No Spacing"> practice </span><span data-ccp-parastyle="No Spacing">assisting</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">with</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">complex</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">inquiries</span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="20" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Manage the </span><span data-ccp-parastyle="No Spacing">schedule</span><span data-ccp-parastyle="No Spacing"> of client meetings and </span><span data-ccp-parastyle="No Spacing">prepare</span><span data-ccp-parastyle="No Spacing"> client </span><span data-ccp-parastyle="No Spacing">meeting</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">materials</span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="20" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Quarterback the client </span><span data-ccp-parastyle="No Spacing">onboarding</span><span data-ccp-parastyle="No Spacing"> process and </span><span data-ccp-parastyle="No Spacing">establish</span><span data-ccp-parastyle="No Spacing"> a </span><span data-ccp-parastyle="No Spacing">foundation</span><span data-ccp-parastyle="No Spacing"> for a positive client </span><span data-ccp-parastyle="No Spacing">experience</span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="20" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Oversee</span><span data-ccp-parastyle="No Spacing"> client </span><span data-ccp-parastyle="No Spacing">requests</span><span data-ccp-parastyle="No Spacing"> for non-financial changes, </span><span data-ccp-parastyle="No Spacing">managing</span><span data-ccp-parastyle="No Spacing"> the process </span><span data-ccp-parastyle="No Spacing">from</span><span data-ccp-parastyle="No Spacing"> start to finish</span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="20" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Execute</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">transactional</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">requests</span><span data-ccp-parastyle="No Spacing"> and </span><span data-ccp-parastyle="No Spacing">coordinate</span><span data-ccp-parastyle="No Spacing"> cash </span><span data-ccp-parastyle="No Spacing">settlements</span><span data-ccp-parastyle="No Spacing"> as </span><span data-ccp-parastyle="No Spacing">needed</span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="20" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="8" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Provide</span><span data-ccp-parastyle="No Spacing"> administrative support and back up as </span><span data-ccp-parastyle="No Spacing">required</span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="20" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="9" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Actively</span><span data-ccp-parastyle="No Spacing"> engage in </span><span data-ccp-parastyle="No Spacing">ongoing</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">learning</span><span data-ccp-parastyle="No Spacing"> and </span><span data-ccp-parastyle="No Spacing">development</span><span data-ccp-parastyle="No Spacing"> to </span><span data-ccp-parastyle="No Spacing">continuously</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">improve</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">skills</span><span data-ccp-parastyle="No Spacing"> and </span><span data-ccp-parastyle="No Spacing">knowledge</span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<p><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">What</span><span data-ccp-parastyle="No Spacing"> You </span><span data-ccp-parastyle="No Spacing">Bring</span></span></strong><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="18" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">An </span><span data-ccp-parastyle="No Spacing">undergraduate</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">degree</span><span data-ccp-parastyle="No Spacing"> or a </span><span data-ccp-parastyle="No Spacing">related</span><span data-ccp-parastyle="No Spacing"> financial services </span><span data-ccp-parastyle="No Spacing">designation</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">is</span><span data-ccp-parastyle="No Spacing"> an asset </span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="18" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Minimum 5 </span><span data-ccp-parastyle="No Spacing">years</span><span data-ccp-parastyle="No Spacing"> of </span><span data-ccp-parastyle="No Spacing">related</span><span data-ccp-parastyle="No Spacing"> or </span><span data-ccp-parastyle="No Spacing">transferable</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">work</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">experience</span><span data-ccp-parastyle="No Spacing"> </span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="18" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Excellent communication </span><span data-ccp-parastyle="No Spacing">skills</span><span data-ccp-parastyle="No Spacing"> </span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="18" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Strong administrative background and in-</span><span data-ccp-parastyle="No Spacing">depth</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">knowledge</span><span data-ccp-parastyle="No Spacing"> of the </span><span data-ccp-parastyle="No Spacing">regulatory</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">requirements</span><span data-ccp-parastyle="No Spacing"> of the financial </span><span data-ccp-parastyle="No Spacing">industry</span><span data-ccp-parastyle="No Spacing"> </span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="18" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Proven</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">accountability</span><span data-ccp-parastyle="No Spacing">, initiative and </span><span data-ccp-parastyle="No Spacing">success</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">working</span><span data-ccp-parastyle="No Spacing"> on a large book of business</span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="18" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">The </span><span data-ccp-parastyle="No Spacing">ability</span><span data-ccp-parastyle="No Spacing"> to </span><span data-ccp-parastyle="No Spacing">work</span><span data-ccp-parastyle="No Spacing"> in a </span><span data-ccp-parastyle="No Spacing">dynamic</span><span data-ccp-parastyle="No Spacing"> and fast </span><span data-ccp-parastyle="No Spacing">paced</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">environment</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">requiring</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">strong</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">organization</span><span data-ccp-parastyle="No Spacing">, time management and </span><span data-ccp-parastyle="No Spacing">prioritization</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">skills</span><span data-ccp-parastyle="No Spacing"> </span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="18" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Experience</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">working</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">independently</span><span data-ccp-parastyle="No Spacing">, as </span><span data-ccp-parastyle="No Spacing">well</span><span data-ccp-parastyle="No Spacing"> as in partnership </span><span data-ccp-parastyle="No Spacing">with</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">other</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">team</span><span data-ccp-parastyle="No Spacing"> </span><span data-ccp-parastyle="No Spacing">members</span><span data-ccp-parastyle="No Spacing"> </span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<p> </p>
<p><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">#LI-HYBRID #LI-</span><span data-ccp-parastyle="No Spacing">KC</span><span data-ccp-parastyle="No Spacing">1</span></span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p><div class="content-conclusion"><p></p>
<p><span data-contrast="auto">For a closer look at how you can build your career with us, we invite you to explore <a href="https://cclfg.cclgroup.com/careers/working-at-ccl/">cclgroup.com</a>. </span></p>
<p><span data-contrast="auto">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. </span></p>
<p><span data-contrast="auto">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.</span><strong><span data-contrast="auto"> </span></strong> </p>
<p></p></div>
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