Kickstart your career at CC&L; Financial Group as a Retail Portfolio Operations Intern in Vancouver starting in January 2027 for 8 months. Dive into investment operations and process improvement in a supportive learning atmosphere. This internship offers hands-on experience in maintaining client portfolios and managing operational systems.

Ideal candidates will be business or finance students keen on utilizing technology, including AI tools, to enhance operational processes. Collaborate in a vibrant environment while building valuable skilled skills. Key Responsibilities:

- Maintain and reconcile client portfolio data efficiently
- Support operational systems across portfolio management
- Prepare regular and special reports for the management team




- Assist in account transfer documentation and workflows
- Contribute ideas for automation and operational improvements Requirements:
- Ongoing or completed undergraduate degree in relevant areas
- Strong analytical skills and attention to detail
- Familiarity with Microsoft Excel and operational technology
- Interest in leveraging AI for improvements
- Strong communication skills and readiness to learn Develop your expertise in investment operations and technology at CC&L; Financial Group in Vancouver.

📌 Vancouver Retail Portfolio Operations Internship
🏢 Connor, Clark u0026 Lunn Financial Group (CCu0026L)
📍 Vancouver