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, rapid‑paced work environment where opportunities for learning and growth are abound. You will be a member of a collaborative and client‑focused team and will support our associate and Wealth Advisor teams with a variety of tasks, experiencing the Wealth Management cycle first‑hand.

What You Will Do

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 preparation of client packages.

Provide ad‑hoc support to associate and Wealth Advisor teams as needed.

What You Bring
The Private Client Intern position is geared toward students 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.;

At least one previous internship experience in 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, with 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.

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.

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📌 Intern, Private Client Service (Alberta)
🏢 Connor, Clark & Lunn Private Capital Ltd. (CC&L)
📍 Alberta