Private Client Intern — Finance & Client Service, Hybrid

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

Job summary

Connor, Clark & Lunn Private Capital Ltd. is seeking a Private Client Intern to join our Montreal-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 updates, and client reporting while gaining first-hand exposure to the Wealth Management cycle in a collaborative, client-focused environment. This role also offers a hybrid work arrangement and the opportunity to develop essential

Qualifications

• Pursuing an undergraduate degree in Finance, Business, or Economics.
• Prior internship in finance, asset management, and/or investment management preferred.
• Excellent oral and written communication.
• French language skills are an asset.
• Strong 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 our internal CRM (Salesforce).
• Create reports on behalf of clients via our 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

Communication skills

Attention to detail

Time management

Independent worker

MS Excel

MS PowerPoint

MS Word

Team collaboration

Education

Undergraduate student (Finance / Business / Economics)

Tools

Salesforce

APX

Job description

Connor, Clark & Lunn Private Capital Ltd. is seeking a Private Client Intern to join our Montreal-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 updates, and client reporting while gaining first-hand exposure to the Wealth Management cycle in a collaborative, client-focused environment. This role also offers a hybrid work arrangement and the opportunity to develop essential