- Full Time
- Calgary, Alberta, Canada
Connor, Clark & Lunn Private Capital Ltd.
CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Calgary-based Private Client Services Team for a 4-month term from September to December 2026.
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
- 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 asset
The 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
For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.
CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
Your application will be reviewed by a member of the hiring team – AI is not used in the screening, assessment or selection of applications at this time.
To apply for this job please visit job-boards.greenhouse.io.
Terms used in this posting
- hybrid
- A work arrangement combining both in-office and remote/at-home work, typically on a set schedule.
Explore Connor, Clark & Lunn Private Capital Ltd. online
Working in Calgary, Calgary region
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Calgary is the largest city in the Canadian province of Alberta. As of 2021, the city proper had a population of 1,306,784 and a metropolitan population of 1,481,806, making Calgary the third-largest city and the fifth-largest metropolitan area in Canada.
Alberta is a province in Canada. It is a part of Western Canada and is one of the three prairie provinces. Alberta is bordered by British Columbia to its west, Saskatchewan to its east, the Northwest Territories to its north, and the U.S. state of Montana to its south. Alberta and Saskatchewan are the only two landlocked provinces. The eastern part of the province is occupied by the Great Plains,
🇨🇦 Relocation safety for Canada: Very Safe — via Warnely, CC BY 4.0
National unemployment rate in Canada: 6.9% — via World Bank
- Elevation 1,123m (3,684 ft)
Source: Wikipedia (state)
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Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
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