Intern, Private Client Service

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

Benefits offered by this job

Flexible hybrid work arrangement

Paid study days

Professional designations support

Wellness credits

Health benefits

Job summary

Connor, Clark & Lunn Private Capital Ltd. seeks a Private Client Intern to join our Edmonton-based Private Client Services Team for a 4-month term from January to April 2027.

The position supports the associate and Wealth Advisor teams with data, reporting, and client preparation. Ideal candidates are third- or fourth-year undergraduates in Finance, Business Administration, or Economics with prior internship experience in Finance or Asset Management and strong Excel/PowerPoint skills.

Qualifications

• Undergraduate student in 3rd/4th year with focus on Finance, Business Administration, or Economics.
• Ambitious with strong academic track record and interest in private client services.

Responsibilities

• Perform data reconciliation, data entry, auditing and compliance for client portfolios.
• Populate and maintain client data in Salesforce and APX.
• Create client reports via Salesforce and APX for Wealth Advisors and clients.
• Assist Wealth Advisors in preparing client packages and materials.
• Provide ad hoc support to associate and Wealth Advisor teams.

Education

Finance, Business Administration, Economics

Tools

Salesforce

APX

Job description

CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Edmonton-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.

#LI-ND1 #LI-Hybrid

What We Offer
At 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.