Private Client Services Intern: Finance & CRM Exposure

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

Benefits offered by this job

Hybrid work arrangement

Learning & development

Competitive compensation

Job summary

Connor, Clark & Lunn Private Capital Ltd. in Toronto seeks a Private Client Intern for a 4-month term (Jan–Apr 2027).

You will learn within a collaborative Private Client Services Team, supporting Wealth Advisor groups and associates, while gaining hands-on exposure to the Wealth Management cycle. Responsibilities include data reconciliation and entry, CRM maintenance (Salesforce, APX), reporting, and preparing client packages.

Qualifications

• Pursuing undergrad in Finance/Business/Economics with a focus on finance or economics.
• At least one internship in Finance, Asset Management or Investment Management.
• Excellent oral and written communication skills.

Responsibilities

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

Skills

Data entry

Attention to detail

Communication skills

Multi-tasking

Education

Undergraduate degree in Finance/Business/Economics

Tools

Salesforce

APX

MS Excel

Job description

Connor, Clark & Lunn Private Capital Ltd. in Toronto seeks a Private Client Intern for a 4-month term (Jan–Apr 2027).

You will learn within a collaborative Private Client Services Team, supporting Wealth Advisor groups and associates, while gaining hands-on exposure to the Wealth Management cycle. Responsibilities include data reconciliation and entry, CRM maintenance (Salesforce, APX), reporting, and preparing client packages.