Intern, Private Client Service

Connor, Clark & Lunn Private Capital Ltd.; Calgary; Hybrid; CAD 40,000 - 50,000; Full time

Job summary

Connor, Clark & Lunn Private Capital Ltd. in Calgary is seeking a Private Client Intern for a 4-month term from January to April 2027.

You will support our Private Client Services Team with data reconciliation, CRM maintenance, and reporting, gaining exposure to the Wealth Management cycle. The role targets students in their 3rd/4th year in Finance, Business Administration, or Economics, with strong academics and a drive for process improvement.

Qualifications

• Pursuing third or fourth year in undergrad with focus on Finance, Business Administration, or Economics.
• Strong academic track record and interest in process efficiencies.
• Internship experience in Finance, Asset Management or Investment Management.
• Excellent oral and written communication skills.
• Attention to detail and ability to work independently.
• Advanced knowledge of MS Suite, especially Excel, PowerPoint, Word and Adobe Acrobat.

Responsibilities

• Perform data reconciliation, data entry, auditing and compliance for client portfolios.
• Populate and maintain client data in the internal CRM (Salesforce).
• Create reports on behalf of clients via APX and Salesforce.
• Assist Wealth Advisors in the preparation of client packages.
• Provide ad hoc support to associate and Wealth Advisor teams as needed.

Skills

Data entry

Data reconciliation

Auditing

Attention to detail

Independent work

Education

Undergraduate degree focus: Finance, Business Administration, or Economics

Tools

Salesforce

APX

Excel

PowerPoint

Word

Adobe Acrobat

Job description

CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Calgary-based Private Client Services Team for a 4-month term from January to April 2027.

A dynamic, fast-paced work environment where opportunities for learning and growth areabound. You will be a member of a collaborative and client-focused team. This is an opportunity to support our associate and Wealth Advisor teams with a variety of tasks and experience the Wealth Management cycle first-hand.

What You Will Do

• Perform data reconciliation, data entry,auditingand compliance for our client portfolios
• Populate and maintain client data in our internal CRM (Salesforce)
• Create reports on behalf of our clients via our internal CRM (APX and Salesforce)
• Assist Wealth Advisors in the preparation of client packages
• Provide ad hoc support to our associate and Wealth Advisor teams as needed

What You Bring

The Private Client Intern position is geared toward students either in their third/fourth year of an undergraduate degree with a focus on Finance, Business Administration, and/or Economics. We are seeking ambitious students with a strong academictrack record, who are interested in making an impactinprocess efficiencies at CC&L.

In addition to the above, the successful candidate will have:

• At least onepreviousinternship experience in the area or Finance, AssetManagementand/or Investment Management
• Excellent oral and written communication skills
• Excellent attention to detail
• Ability to work independently as well as in partnership with other team members, combined with a positive, can-do attitude
• Strong organizational and time management skills, the ability to multi-task and work autonomously
• Advanced knowledge of MS Suite, especially Excel, PowerPoint, Word and Adobe Acrobat
• Understanding of private client service and investment management practice is an asset

The target salary range for this position is $40,000-$50,000 per year. This role also includes a flexible hybrid work arrangement - four days in the office and one day working from home. Further questions may be directed to the HR team during the interview process.

What We OfferAt 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 [e-mail] 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.

I acknowledge that I have read and understood the CC&L Financial Group Privacy Policy [https://cclfg.cclgroup.com/privacy-confidentiality/]. I consent to CC&L processing my personal data as described in the Privacy Policy as summarized below, including to the transfer of my personal data to third parties located outside of my jurisdiction, and I understand my privacy rights and choices.

The CC&L Financial Group entity to which you are applying is the data controller for the personal data you provide during the recruitment process and can be contacted at [e-mail] .

We process personal data about you to manage our recruitment activities, including evaluating your suitability for employment. By completing the acknowledgement above, you consent to this processing. In applicable jurisdictions, other lawful bases for this processing are: (i) legitimate interests, to collect and review application information, shortlist, conduct interviews and assessments, and verify candidates; and (ii) contract, where you have accepted a job offer and we need to take steps prior to entering into a contract of employment.

We collect personal data directly from you when you apply for a role and may also obtain personal data about you from other sources, including recruitment agencies, employee referrals, and professional networking sites, where permitted by applicable law. Your personal data may be shared within our group, with third parties who provide services to us (including Greenhouse Software, Inc., a cloud services provider located in the U.S. engaged to help manage our recruitment process), and where required by law. Where your personal data may be transferred outside of your state/province/region or internationally, appropriate safeguards are in place in accordance with applicable data protection law.

Your personal data will be retained for the duration of the recruitment process and for a period following the conclusion of the recruitment process, including for the purpose of considering you for future employment opportunities, contacting you about such opportunities, or as otherwise outlined in our Privacy Policy, in accordance with data protection laws.

You have various rights under applicable data protection law depending on where you live, including the right to access, correct, delete or restrict processing of your personal data, and to receive your data in a portable format. You may also object to processing or retention in some circumstances and, where we have asked for your consent, withdraw it at any time. These rights may be limited in certain circumstances.

If you have any concerns about how we handle your personal data or would like more information about what rights you have, please contact us at [e-mail] in the first instance. You also have the right to lodge a complaint with your local supervisory authority. For UK applicants, this is the Information Commissioner's Office. For full details on how we process your personal data please see our Privacy Policy at [ https://cclfg.cclgroup.com/privacy-confidentiality ].