Intern, Private Client Service

Connor, Clark & Lunn Private Capital Ltd. (CC&L); Edmonton; Hybrid; CAD 40,000 - 50,000; Part time

Benefits offered by this job

Hybrid work arrangement

Professional development budgets

Paid study days

Health benefits

Job summary

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.

You will support our associate and Wealth Advisor teams with data reconciliation, CRM data entry (Salesforce) and portfolio reporting.

Qualifications

• Undergrad in Finance, Business Administration, or Economics.
• Strong academic track record with interest in wealth management.
• Previous internship in Finance, Asset Management, or Investment Management is a plus.
• Excellent oral and written communication skills.
• Excellent attention to detail.
• Ability to work independently as well as in a team.
• Advanced MS Office skills (Excel, PowerPoint, Word, 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 for clients via internal CRM (APX and Salesforce).
• Assist Wealth Advisors in preparing client packages.
• Provide ad hoc support to associate and Wealth Advisor teams as needed.

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 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 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 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.