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 workplace 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,auditingand 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 academictrack record, who are interested in making an impactinprocess efficiencies at CC&L.;

In addition to the above, the successful candidate will have: At least onepreviousinternship experience in the area or Finance, Asset Managementand/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, Power Point, 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.

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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.
The CC&L; Financial Group entity to which you are applying is the data controller for the personal data you provide during the recruitment process and can be contacted at [email protected] .

We process personal data about you to manage our recruitment activities, including evaluating your suitability for employment. By completing the acknowledgement above, you consent to this processing. In applicable jurisdictions, other lawful bases for this processing are: (i) legitimate interests, to collect and review application information, shortlist, conduct interviews and assessments, and verify candidates; and (ii) contract, where you have accepted a job offer and we need to take steps prior to entering into a contract of employment.





We collect personal data directly from you when you apply for a role and may also obtain personal data about you from other sources, including recruitment agencies, employee referrals, and professional networking sites, where permitted by applicable law.
Your personal data may be shared within our group, with third parties who provide services to us (including Greenhouse Software, Inc., a cloud services provider located in the U.S. engaged to help manage our recruitment process), and where required by law.

Where your personal data may be transferred outside of your state/province/region or internationally, appropriate safeguards are in place in accordance with applicable data protection law.

Your personal data will be retained for the duration of the recruitment process and for a period following the conclusion of the recruitment process, including for the purpose of considering you for future employment opportunities, contacting you about such opportunities, or as otherwise outlined in our Privacy Policy, in accordance with data protection laws.

You have various rights under applicable data protection law depending on where you live, including the right to access, correct, delete or restrict processing of your personal data, and to receive your data in a portable format. You may also object to processing or retention in some circumstances and, where we have asked for your consent, withdraw it at any time.

These rights may be limited in certain circumstances.

If you have any concerns about how we handle your personal data or would like more information about what rights you have, please contact us at [email protected] in the first instance. You also have the right to lodge a complaint with your local supervisory authority.

For UK applicants, this is the Information Commissioner's Office. For full details on how we process your personal data please see our Privacy Policy at https://cclfg.cclgroup.com/privacy-confidentiality

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📌 Intern, Private Client Service (Calgary)
🏢 Connor, Clark & Lunn Private Capital
📍 Calgary