Private Client Intern – Wealth Management

Connor, Clark & Lunn group; Toronto; Hybride; CAD 40 000 - 50 000; Plein temps

Avantages offerts par ce poste

Hybrid work arrangement

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Data entry

Attention to detail

MS Excel

Communication

Formation

Finance / Business / Economics

Outils

Salesforce

APX

Description du poste

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.