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 setting 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
Robust 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