Gain hands-on finance experience as a Private Client Intern at CC&L; Private Capital in Calgary. Support Wealth Advisors and enhance your skill set in a cooperative and client-focused team.

This internship is designed for students in their third or fourth year, focusing on Finance, Business Administration, or Economics. You will perform critical tasks such as data reconciliation, CRM updates, and client report preparation. This role offers insight into the Wealth Management cycle over a 4-month term from September to December 2026.

Key Responsibilities:
Perform data reconciliation and client portfolio auditing
Maintain and update client information in Salesforce CRM
Create detailed client reports through internal systems




Assist Wealth Advisors with client package preparations
Provide ad hoc support to associate teams

Requirements:
At least one previous internship in Finance or Asset Management
Excellent communication and attention to detail
Solid organizational skills and ability to multi-task
Advanced proficiency in Excel, Power Point, and Word
Understanding of private client service is an asset

Elevate your finance career with practical experience in client service and portfolio management at CC&L.;
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📌 Private Client Intern In Calgary
🏢 Connor, Clark & Lunn Private Capital
📍 Calgary