Kickstart your finance career with CC&L;'s Private Client Internship in Calgary. Engage in tasks such as data reconciliation and client report creation in a hybrid work model.

CC&L; Private Capital Ltd. seeks a Private Client Intern for a four-month term. This opportunity is perfect for ambitious students in their third or fourth year of study with a focus on Finance, Business Administration, or Economics. You will assist our Wealth Advisor teams, gaining insight into the Wealth Management cycle while enhancing process efficiencies.

Key Responsibilities:
• Execute data entry and audit tasks for client portfolios
• Maintain client information in Salesforce CRM
• Prepare client reports utilizing APX and Salesforce tools




• Collaborate with Wealth Advisors to create client packages
• Provide support to various teams as needed

Requirements:
• Pursuing an undergraduate degree in relevant fields
• Previous experience in Finance or Asset Management
• Excellent organizational and communication skills
• Ability to work autonomously and in teams
• Solid proficiency in MS Suite, particularly Excel

Experience the wealth management field with CC&L; and develop your skills alongside dedicated professionals.
#J-18808-Ljbffr

📌 Internship in Private Client Services (Alberta)
🏢 Connor, Clark & Lunn Private Capital Ltd. (CC&L)
📍 Alberta