Private Client Services Intern - Wealth Management (Hybrid)

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

Benefits offered by this job

Hybrid work arrangement

Professional development support

Job summary

CC&L Private Capital Ltd. in Montreal is seeking a Private Client Intern for a four‑month term (January–April 2027). You will support the Private Client Services Team with data reconciliation, CRM data management, and client reporting while gaining hands‑on exposure to the Wealth Management cycle.

The role targets third or fourth year undergraduates in Finance, Business, or Economics, with strong academics and good communication skills. A hybrid work arrangement is offered.

Qualifications

• Currently pursuing or completing an undergraduate degree in Finance, Business or Economics.
• Strong academic record and interest in finance/investment management.
• Excellent attention to detail and organizational skills.

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 our associate and Wealth Advisor teams as needed.

Skills

Data reconciliation

Data entry

Auditing

Compliance

Client data management

Reporting

Oral and written communication

French language (asset)

Attention to detail

Time management

Independent & collaborative work

Education

Undergraduate degree in Finance / Business / Economics

Tools

Excel

PowerPoint

Word

Adobe Acrobat

Salesforce (basics)

APX familiarity

Job description

CC&L Private Capital Ltd. in Montreal is seeking a Private Client Intern for a four‑month term (January–April 2027). You will support the Private Client Services Team with data reconciliation, CRM data management, and client reporting while gaining hands‑on exposure to the Wealth Management cycle.

The role targets third or fourth year undergraduates in Finance, Business, or Economics, with strong academics and good communication skills. A hybrid work arrangement is offered.