Analyst, Business Management and Strategy

Connor, Clark & Lunn Private Capital Ltd. (CC&L); Toronto; On-site; CAD 70,000 - 80,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a strategic advisor with 2-4 years of experience in business development or strategy consulting within the wealth management sector. The role involves supporting strategy development, conducting market assessments, and managing the Quarterly Board Book preparation. Candidates should possess a degree in Business or Finance and have strong analytical, interpersonal, and communication skills. A competitive salary ranging from $70,000 to $80,000 is offered, along with an annual performance bonus.

Benefits

Annual performance bonus

Qualifications

• 2-4 years of experience in business development or strategy consulting within financial services.
• Ability to deliver results in a fast-paced environment.
• Strong presentation and written communication skills.

Responsibilities

• Support strategy development with research and analysis.
• Provide market and competitive assessments for the wealth management industry.
• Lead the Quarterly Board Book preparation for management.

Skills

Business development

Strategy consulting

Interpersonal skills

Analytical skills

Presentation skills

Proficiency in MS Excel

Education

Undergraduate degree in Business, Finance or related field

Tools

MS Excel

MS Word

MS PowerPoint

Job description

About Connor, Clark & Lunn Private Capital Ltd.

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 $179 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high‑net‑worth and retail clients.

Connor, Clark & Lunn Private Capital (“CC&L Private Capital”) is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $17 billion in client assets.

Job Location

Toronto, ON

What You Will Do

Strategic Advisory Services

• Support strategy development, including research, analysis and compelling strategic recommendations that solve business problems.
• Gather data and perform financial analyses to identify opportunities and diagnose issues.
• Oversee the consolidation of business performance data and deliver actionable insights to guide management decisions, including board‑level reporting.
• Create financial models to assess future state financial benefits / costs. Contribute in problem‑solving sessions, workshops and interviews with cross‑functional and business line working team members and subject matter experts.
• Collaborate with key internal and external stakeholders to support the achievement of deliverables and overall objectives.

Market, Customer and Competitive Assessment

• Provide key market, customer and competitive assessments for the overall Wealth and Financial Services industry, as well as for specific project needs, including:
• Key industry trends impacting Wealth and Financial Services industry, including regulatory, customer, geographical, innovation, etc., leveraging external industry and analyst reports, as well as through monthly internal discussions.
• Key competitive insights (financial, market, innovation, etc.), including robust benchmarking of key performance metrics that would help surface gaps / opportunities.
• Review and generate insights using other internal reports.
• Champion a client‑focused culture to deepen client relationships and leverage broader relationships, systems and knowledge.

Quarterly Board Book

• Lead the end‑to‑end completion of the Quarterly Board Book for Management Committee and Partners, including coordinating content inputs from internal teams and key stakeholders.
• Consolidate, review, and synthesize strategic, financial, and performance materials into a clear, cohesive executive‑level narrative.
• Manage timelines, version control, and quality assurance to ensure accurate, consistent, and timely delivery of Board materials.

Referral Partnerships & Relationship Management

• Act as the primary liaison between referral partners and PCM, facilitating ongoing communication and addressing any concerns or inquiries regarding the referral models or referral parties.
• Facilitate changes in referral relationships, including onboarding new advisors, revising disclosures and agreements for advisors moving firms, adjusting fee structures when needed, and managing terminations or transitions in partnership status.
• Maintain relationships with existing referral partners to foster collaboration and optimize existing relationships.
• Co‑lead the annual certification process with Compliance, coordinating content, external communications, and timely completion of required signatures.

What You Bring

• An undergraduate degree in Business, Finance, or a related field.
• 2 – 4 years of experience in business development, strategy consulting or a similar role within wealth management or financial services.
• Ability to deliver results in a fast‑paced, challenging, and dynamic business environment.
• Strong interpersonal skills, leadership, and influential capabilities.
• Strong planning and analytical skills, ability to discern research information / data and focus on the critical business issues.
• Experience working independently, as well as in partnership with other team members.
• Strong presentation and written communication skills.
• Proficiency in MS Excel.
• Strong knowledge with other MS Office products including Word and PowerPoint.

Salary range: $70,000 to $80,000. 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.

Benefits

To apply for this position, please submit your resume and cover letter as one PDF. 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. 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.