Intern, Private Client Service

Connor, Clark & Lunn group; Toronto; Hybrid; CAD 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Connor, Clark & Lunn Private Capital Ltd. in Toronto invites applications for a Private Client Intern for a 4‑month term from January to April 2027.

You will support data reconciliation, data entry, and reporting while collaborating with Wealth Advisors and the Private Client Services team. The role requires an undergraduate student in Finance/Business/Economics with strong analytical and communication skills, and a willingness to learn in a fast-paced environment.

Qualifications

• Undergraduate student in final year with focus on Finance, Business Administration or Economics.
• Strong written and spoken communication skills.
• Excellent attention to detail and ability to work independently.

Responsibilities

• Perform data reconciliation, data entry, auditing and compliance for client portfolios.
• Populate and maintain client data in internal CRM (Salesforce) and APX.
• Create client reports from internal CRMs.
• Assist Wealth Advisors in preparing client packages.
• Provide ad hoc support to associate and Wealth Advisor teams.

Skills

Data entry

Attention to detail

MS Excel

Communication

Education

Finance / Business / Economics

Tools

Salesforce

APX

Job description

# Intern, Private Client Service## Connor, Clark & Lunn Private Capital Ltd. · Toronto, Ontario, CanadaCC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-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* French language skills are an asset* 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.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.### Thank you for applying.Your application has been received - we appreciate the time and effort you put into submitting your application.Our Talent Acquisition team is currently reviewing all applications, and will be in touch if your background aligns with what we're looking for in this role. In the meantime, feel free to explore our careers page to learn more about life at Connor, Clark & Lunn Private Capital!Warm Regards,The Talent Acquisition TeamReview and acknowledge how we handle your data \\*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] 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 atPlease select* Yes* No