Intern, Private Client Service

Connor, Clark & Lunn group; Edmonton; Hybrid; CAD 40,000 - 50,000; Part time

Job summary

Connor, Clark & Lunn Private Capital Ltd. in Edmonton, Alberta, invites applications for a Private Client Intern within our Private Client Services Team for a 4-month term from January to April 2027.

You will support the Wealth Advisor teams with data reconciliation, data entry, and client package preparation in a fast-paced, collaborative environment. The role targets students in their 3rd/4th year of Finance, Business Admin or Economics, with internship experience in Finance or Asset

Qualifications

• Undergraduate student in 3rd or 4th year with focus on Finance, Business Administration, or Economics.
• At least one prior internship in Finance, Asset Management, or Investment Management.
• Excellent oral and written communication, attention to detail.
• Strong organizational and time management, ability to multi-task.
• Advanced MS Office: Excel, PowerPoint, Word; Adobe Acrobat a plus.

Responsibilities

• Perform data reconciliation, data entry, auditing and compliance for client portfolios.
• Populate and maintain client data in our internal CRM (Salesforce).
• Create reports on behalf of our clients via internal CRM (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

MS Office

Excel

PowerPoint

Word

Adobe Acrobat

Education

Undergraduate in Finance/Business/Economics

Tools

Salesforce

APX

Job description

# Intern, Private Client Service## Connor, Clark & Lunn Private Capital Ltd. · Edmonton, Alberta, Canada### Other opportunitiesVisit us on LinkedIn* About the Role* Application Form* About Connor, Clark & Lunn P...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 are abound. 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, auditing and 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 academic track record, who are interested in making an impact in process efficiencies at CC&L.In addition to the above, the successful candidate will have:* At least one previous internship experience in the area or Finance, Asset Management and/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 assetThe 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.