Connor, Clark & Lunn Financial Group Ltd. (“CC&LFG”) Interested in joining one of Canada’s top performing asset managers? We are looking for a Manager to join our Pooled Funds team. If you have a knack for details, enjoy finding ways to continuously analyze and improve processes, find it exhilarating to work to tight deadlines, and think it’s essential to be a part of an innovative and fun team, then this might be the next great stop on your career path!. 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 Fund Financial Statements : Review fund financial statements with our Fund Administrators and auditors, while supporting our Senior Analysts in deeper financial reviews and development. Fund Analysis : Assess market risks and foreign tax exposures for disclosures and insights. Fund Reporting : Prepare and file Management Reports of Fund Performance (MRFPs) and coordinate with operations and investment teams. Tax and Compliance : Calculate tax attribution rates, prepare returns and stay current with regulatory changes. Process Improvement : Help us work smarter by streamlining workflows and exploring automation opportunities. Project work : Any other project work assigned by management. What You Bring CPA (or similar) designation or active enrollment in the CPA (or similar) program 5-10 years of experience in fund reporting or fund accounting for financial services Working knowledge of:IFRS & US GAAP for investment funds Canadian trust tax rules CRA HST/GST/QST for financial institutions US partnership tax returns Fund offering documents review process Fund NAV preparation and reporting cycle Strong communication and problem-solving skills A proactive mindset – you take ownership and look for ways to improve Ability to manage multiple priorities and meet deadlines About Connor, Clark & Lunn Financial Group At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $155 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 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. To apply for this position, please submit your resume and cover letter as one PDF. We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted. #J-18808-Ljbffr
A prominent asset management firm in Vancouver is seeking a Software Development Engineer. In this role, you will collaborate with portfolio managers and analysts, design innovative solutions, and enhance investment systems. The ideal candidate has a strong background in programming, analytical skills, and a passion for technology. The position offers a competitive salary ranging from $90,000 to $200,000 plus a performance bonus.
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Position: Quantitative Equity Technology, Infrastructure Software Engineer Location: Vancouver, British Columbia
Job Id: 2219 # of Openings: 0 Quantitative Equity Technology, Infrastructure Software Engineer We deliver foundational systems that shape the future of how technology is used in a top performing quantitative equity fund that manages over $58 billion in financial assets. This is a fantastic opportunity in the exciting intersection of finance and technology where investment decisions are made using technology. Quantitative equity funds use programmed investment strategies and as a result, our technology team is crucial to its success. The team is headquartered and deeply rooted in West Coast Vancouver. We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to succeed. What You Will Do The technology infrastructure team plays an essential role through innovative technologies on our hybrid (on-premise and cloud based) platform: distributed computing, petabyte-scale data storage, containerization, non-traditional high-performance databases, process orchestration, monitoring, data visualization and DevOps. You own the entire technology infrastructure life cycle: Engineer and support software and systems infrastructure. Introduce new foundational technologies that advance our software engineering capabilities to the next level. Collaborate with our software development teams on support issues and improvements to our infrastructure tools, processes, and software. Act as a conduit between our application development teams, and IT, network security, and other stakeholders to align priorities and translate business requirements into technical designs. Improve systems infrastructure reliability. Gather and analyze metrics from operating systems and applications to assist in performance tuning, fault finding and business continuity planning. Design, plan and implement solutions in an entrepreneurial spirit. What You Bring Programming Knowledge – you have an undergraduate, graduate, or post‑graduate degree in a computer‑related field OR exceptional programming skills gained through your work experience. We use several programming languages (Kdb+/Q, Python, Java, C#, Angular/Typescript). Passion for Technology – we work on low‑level foundational systems and software. Knowledge about cloud computing (AWS), systems engineering, distributed systems, scripting, operating systems (specifically Windows and Linux), databases, and host‑based networking, is useful in this role. Upfront knowledge is preferred but not required; if you are passionate about technology, learning new concepts is natural and fun. Collaborative Communication – we work together with many different teams and stakeholders. You have a collaborative spirit that helps you to work well with others and communicate effectively. Project Ownership Mindset – we own different technology stacks and are often responsible for exploring new technology to modernize existing systems. Our team needs to take initiative and proactively drive the execution of systems projects that we own. You enjoy taking on responsibility and owning decisions made. Organizational skills are helpful to ensure projects are well managed. Troubleshooting and Problem Resolution – you think laterally to dissect a problem into its component parts and diagnose root causes. You use different troubleshooting techniques to identify problems across different technologies. Growth Mindset – technology and investment requirements are constantly changing. You are a lifelong learner who continually invests in personal development. About Connor, Clark & Lunn Investment Management Connor, Clark & Lunn Investment Management is a global institutional asset management firm established in 1982 and based in Vancouver, Canada. Our strong, stable team of investment professionals manage a broad range of investment solutions that includes traditional mandates such as developed and emerging market equities and fixed income, as well as alternative strategies such as portable alpha, market neutral and absolute return. Connor, Clark & Lunn Investment Management Ltd. is part of the Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), a multi‑boutique investment management company whose affiliates collectively manage over $167 billion in financial assets. Our affiliation with the CC&L Financial Group allows us to best deliver on the mission to provide superior performance and service to our clients. Connor, Clark & Lunn Investment Management 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. We welcome applications from candidates with different levels of experience, including interns, new graduates, and experienced professionals. The base salary range is $90,000 – $200,000 annually plus a competitive performance bonus. Compensation will be determined based on experience and qualifications. To apply for this position, please submit your resume, cover letter, and academic transcripts. We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted. Successful applicants must be eligible to work in Canada on their start date. #J-18808-Ljbffr
A leading asset management firm in Vancouver is seeking a Quantitative Equity Technology, Infrastructure Software Engineer to enhance their hybrid technology platform. The ideal candidate will contribute to building robust systems while collaborating with diverse teams. Strong programming knowledge and a passion for technology are essential. Base salary ranges from $90,000 to $200,000 annually, plus bonuses. The environment promotes diversity and inclusion.
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Location: Toronto, Ontario
Job Id: 2129 # of Openings: 1 Connor, Clark & Lunn Financial Group Ltd. Toronto, ON We are looking for a Retail Portfolio Operations Analyst to join our Vancouver-based Investment Resource Group. You will be working in a fast-paced, collaborative, and entrepreneurial environment. The ideal candidate is a problem-solver, can identify process improvements, analyze data, and sees learning new skills and being a team player as both enjoyable and necessary for a high performing team. This is an excellent opportunity for someone to take the next step with their career in the investment industry. The Retail Portfolio Operations team is a lively and energetic group. You will have the opportunity to work and learn alongside a hardworking and dedicated team in a fun environment. The team is motivated, enjoys challenging each other, is diverse and unafraid to put in the extra work to get ahead. We rely on collaboration and are always looking to tackle the next challenge together. What You Will Do Maintaining and reconciling client portfolio and fund data. Including client cash, holdings and units. Plus, fund level cash flows and performance. Working with external custodians, fund administrators as well as various areas within CC&L Business and Investment teams. Responding to ad hoc client portfolio queries from custodians and front office. Producing monthly, quarterly and annual client reports for High-Net-Worth clients. Providing support to other teams on performance inquiries related to transactional data. Trading pooled funds and monitoring of High-Net-Worth clients using our Custom Trade Order Management system. Coordinating account transfers between various custodians. Maintenance of client fee and holdings data in order to generate invoices and collect fees owed to CCL and relevant business partners. Assisting with various process enhancement projects for CC&L Private Capital Ltd & CC&L Funds Inc. What You Bring Financial Knowledge: Undergraduate degree in Business, Finance, Accounting, or Economics. Completion of the Canadian Securities Course is an asset. Strong computer skills with advanced knowledge of MS Excel. Developed knowledge of investment accounts (RRSP, TFSA, RRIF, etc.). Attention to Detail: Able to continually ensure high quality output along with identifying areas for investigation. Problem Solving/Analytical Mind: Proven ability to think logically and problem solve effectively. Demonstrated ability to work efficiently under pressure, dealing with changes and interruptions while maintaining strict deadlines. Curiosity for Learning: The desire to learn processes and improve on operational efficiencies. Collaborative Communication: You have a collaborative spirit that helps you work well with others and you communicate effectively. Interest in Investment Management: At least two years of related work experience, in an investment firm, bank or trust company is an asset. About Connor, Clark & Lunn Financial Group
At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.
With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $155 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 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.
To apply for this position, please submit your resume and cover letter as one PDF.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted.No telephone calls or recruitment agencies will be accepted. #J-18808-Ljbffr
Position: Quantitative Equity Technology, Infrastructure Software Engineer Location: Vancouver, British Columbia We deliver foundational systems that shape the future of how technology is used in a top performing quantitative equity fund that manages over $58 billion in financial assets. This is a fantastic opportunity in the exciting intersection of finance and technology where investment decisions are made using technology. Quantitative equity funds use programmed investment strategies and as a result, our technology team is crucial to its success. The team is headquartered and deeply rooted in West Coast Vancouver. We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to succeed. What You Will Do The technology infrastructure team plays an essential role through innovative technologies on our hybrid (on-premise and cloud based) platform: distributed computing, petabyte-scale data storage, containerization, non-traditional high-performance databases, process orchestration, monitoring, data visualization and DevOps. You own the entire technology infrastructure life cycle: Engineer and support software and systems infrastructure. Introduce new foundational technologies that advance our software engineering capabilities to the next level. Collaborate with our software development teams on support issues and improvements to our infrastructure tools, processes, and software. Act as a conduit between our application development teams, and IT, network security, and other stakeholders to align priorities and translate business requirements into technical designs. Improve systems infrastructure reliability. Gather and analyze metrics from operating systems and applications to assist in performance tuning, fault finding and business continuity planning. Design, plan and implement solutions in an entrepreneurial spirit. What You Bring Programming Knowledge – you have an undergraduate, graduate, or post-graduate degree in a computer-related field OR exceptional programming skills gained through your work experience. We use several programming languages (Kdb+/Q, Python, Java, C#, Angular/Typescript). Passion for Technology – we work on low-level foundational systems and software. Knowledge about cloud computing (AWS), systems engineering, distributed systems, scripting, operating systems (specifically Windows and Linux), databases, and host-based networking, is useful in this role. Upfront knowledge is preferred but not required; if you are passionate about technology, learning new concepts is natural and fun. Collaborative Communication – we work together with many different teams and stakeholders. You have a collaborative spirit that helps you to work well with others and communicate effectively. Project Ownership Mindset – we own different technology stacks and are often responsible for exploring new technology to modernize existing systems. Our team needs to take initiative and proactively drive the execution of systems projects that we own. You enjoy taking on responsibility and owning decisions made. Organizational skills are helpful to ensure projects are well managed. Troubleshooting and Problem Resolution – you think laterally to dissect a problem into its component parts and diagnose root causes. You use different troubleshooting techniques to identify problems across different technologies. Growth Mindset – technology and investment requirements are constantly changing. You are a lifelong learner who continually invests in personal development. About Connor, Clark & Lunn Investment Management Connor, Clark & Lunn Investment Management is a global institutional asset management firm established in 1982 and based in Vancouver, Canada. Our strong, stable team of investment professionals manage a broad range of investment solutions that includes traditional mandates such as developed and emerging market equities and fixed income, as well as alternative strategies such as portable alpha, market neutral and absolute return. Connor, Clark & Lunn Investment Management Ltd. is part of the Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), a multi-boutique investment management company whose affiliates collectively manage over $167 billion in financial assets. Our affiliation with the CC&L Financial Group allows us to best deliver on the mission to provide superior performance and service to our clients. Connor, Clark & Lunn Investment Management 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. We welcome applications from candidates with different levels of experience, including interns, new graduates, and experienced professionals. The base salary range is $90,000 – $200,000 annually plus a competitive performance bonus. Compensation will be determined based on experience and qualifications. To apply for this position, please submit your resume, cover letter, and academic transcripts. We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted. Successful applicants must be eligible to work in Canada on their start date. #J-18808-Ljbffr
Position: Senior Data Integration Engineer Location: Vancouver, British Columbia Job Id: 2142 # of Openings: 1 Senior Data Integration Engineer Connor, Clark & Lunn Financial Group About the Role Connor, Clark & Lunn Financial Group (CC&LFG) is building an AI Enablement Team to accelerate the responsible adoption of AI across the organization. The Senior Data Integration Engineer will design, build, and manage the pipelines, governance controls, and semantic context that power enterprise-wide AI and analytics. This role goes beyond integration: it ensures data is optimized for autonomous and agentic AI systems that can plan, act, and adapt dynamically within guardrails. You will create the trusted foundation on which AI agents, copilots, and orchestration frameworks securely operate. What You’ll Do Design & Build Pipelines Develop scalable ETL/ELT processes to integrate structured, semi-structured, and unstructured data from diverse systems (applications, APIs, databases). Enable real-time and event-driven data flows to support autonomous agent decision-making. Safeguard Data & Governance Implement robust controls for security, privacy, compliance, and bias mitigation. Establish observability and audit trails for agentic AI pipelines, ensuring transparency and accountability. Enable AI & Agentic Readiness Enrich datasets with semantic context and metadata to power LLM ingestion, RAG pipelines, embeddings, and multi-agent collaboration. Build connectors and APIs that allow agentic AI systems to dynamically query, retrieve, and act on enterprise data. Support workflow orchestration across AI agents and business systems. Operationalize Agentic AI Develop feedback loops and monitoring systems to detect drift, hallucinations, or risk in autonomous AI actions. Ensure guardrails (policy enforcement, escalation paths, human-in-the-loop design) are integrated into pipelines and workflows. Document integration processes, orchestration patterns, and governance standards to ensure reuse and cross-team adoption. Provide blueprints for how AI agents interact with structured enterprise data. Partner with AI Solutions Engineers, governance leads, and business stakeholders to embed data integration into AI-driven workflows. Drive alignment between technical infrastructure and business value realization from agentic AI. What You Bring Proven experience building resilient, scalable data pipelines for structured and unstructured datasets. Strong skills in SQL, Python, orchestration frameworks (Airflow, Prefect, Dagster) and modern data transformation tools. Familiarity with cloud platforms (Azure, AWS, Microsoft Fabric) and integration with AI/ML services. Expertise in data modeling, semantic enrichment, embeddings, and vector databases for LLM/RAG pipelines. Understanding of agentic AI concepts: workflow orchestration, autonomous decision-making, human-in-the-loop design, and safety guardrails. Knowledge of data governance practices including AI ethics, security, privacy, compliance, and auditability. Ability to collaborate with engineers, AI product teams, and business leaders to make enterprise data agent-ready. Why Join Us At CC&LFG, you will help lay the foundation for agentic AI in financial services — designing the data, governance, and orchestration systems that make AI reliable, explainable, and enterprise-ready. You’ll work on cutting-edge AI pipelines, enabling the business to move from AI-assisted insights to AI-driven autonomous workflows. The starting salary for this position is $150,000. 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 of this position. Further questions may be directed to the HR team during the interview process. About Connor, Clark & Lunn Financial Group At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $155 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 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. To apply for this position, please submit your resume and cover letter as one PDF. We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted. #J-18808-Ljbffr
Position: Associate Wealth Advisor, Employee Accounts Location: Toronto, Ontario Job Id: 2043 # of Openings: 1 Associate Wealth Advisor, Employee Accounts Role can also be based any PCM location across Canada Becoming an Associate Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. 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. As an Associate Wealth Advisor, Employee Accounts, you will represent a firm with an incredibly strong reputation and a pension‑calibre investment offering that is innovative and evolving with the needs of clients and market opportunities. You will be part of a growing team attracted to working in clients’ best interest, managing over $18 billion of clients’ wealth today. An Associate Wealth Advisor, Employee Accounts, you will be entrusted with managing an established book of employee clients while actively cultivating relationships within Connor, Clark Financial Group and its affiliates. They will also proactively identify and pursue opportunities for client referrals. Partnering closely with an experienced Sales Development Coach, the Associate Wealth Advisor will benefit from dedicated mentorship focused on business development and exceptional client service. Competitive compensation Associate Wealth Advisor compensation is salary plus bonus structure and commission on external new assets. What you will do In this client‑facing role, you will play a key part in delivering exceptional experiences to the firm’s employees while actively identifying and securing new client opportunities. You will also benefit from firm‑led coaching and support tailored specifically to your professional growth. Your high‑level job accountabilities will include: Provide exemplary client service and the delivery of investment planning and portfolio management to employees participating in CC&L Employee Investment Program Meet the requirements to assess client suitability for investments, guide asset allocation, convey asset class details and seek deep understanding of each client Manage and execute day‑to‑day client requests, delivering a high level of personalised client service with speed and accuracy Navigate requirements for all aspects of new and existing account documentation, execution on systems, and collaborate with administration support team Conduct client meetings as needed, including preparing relevant documentation and providing tailored client updates Implement strategic outreach initiatives to expand the Employee Investment Program’s reach and serve as the primary point of contact for employees throughout the firm Proactively cultivate new business opportunities by leveraging employee referrals, building strong relationships within the firm to encourage client introductions Demonstrate ability to gain self‑sourced clients through appropriate networking and business development activities, with an emphasis on maximising referral‑driven growth Participate as a team member and engage in ongoing learning and development to improve skills and knowledge What you bring The ideal candidate will be a strong client service professional with a foundation of knowledge in investments with an interest in sales and business development. With a strong foundation of training and coaching, this individual will have a desire to learn and seek continuous growth. In approaching the role, the candidate will fit within our high‑growth firm and team culture, and work well alongside their colleagues with a positive mindset. Key attributes will be: Strong customer service skills – ability to work quickly, with accuracy in fast‑paced environment Excellent interpersonal skills, emotional intelligence and a high level of integrity Great communicator with excellent presentation abilities Natural relationship building, collaboration and networking skills Interest and ability to understand financial markets and portfolio/investment management Core skills to guide clients in an investment suitability assessment and asset allocation Core skills to guide clients in portfolio construction and investment planning Desire to learn new skills and topics related to a wealth planning conversation Potential to confidently guide clients in wealth decisions, specifically investment advice Industry experience; ability to be registered as AR or AAR by end of year 1 Undergraduate degree: and CIM or CFA (Level 1) by completion of year 1. About Connor, Clark & Lunn Private Capital: CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. CC&L Financial Group, one of Canada's largest privately owned asset management firms. With more than 40 years of history and offices across Canada and in the US, the UK and India, CCL&L Financial Group and our multi‑boutique family of affiliate firms collectively manage over $167 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high‑net‑worth and retail clients. For more information on why becoming a Wealth Advisor at CC&L Private Capital may be the only career move you ever need to make, we invite you to explore CC&L 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. To apply for this position, please submit your resume and cover letter combined as one PDF document to Ro Dalipaj, Manager of Talent Acquisition, at #J-18808-Ljbffr
A leading investment management firm is seeking an Associate Wealth Advisor to provide exemplary service and manage client relationships. The ideal candidate will have strong customer service skills and a foundational knowledge of investments. This position offers competitive compensation with salary, bonuses, and commissions based on new assets. Join a high-growth team dedicated to client service and investment management in Toronto, Ontario.
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A leading investment management firm in Vancouver is seeking a Quantitative Equity Technology, Infrastructure Software Engineer. You will develop foundational systems that enhance technology used in a quantitative equity fund managing over $58 billion. The ideal candidate has strong programming knowledge and a passion for technology, covering areas like distributed computing and cloud systems. The role offers a competitive salary and a collaborative work environment.
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