Embark on a 4-month internship with CC&L; Private Capital in Edmonton, supporting our Private Client Services Team. Gain firsthand experience in Wealth Management and develop your finance skills.

This Private Client

Intern position is designed for students in their third or fourth year of Finance, Business Administration, or Economics. You will assist Wealth Advisors and associates, performing data reconciliation, maintaining client data in Salesforce, and creating client reports. Our collaborative team environment offers ample prospect for learning and professional growth. Key Responsibilities:

- Perform data entry and compliance for client portfolios
- Populate client data in our internal CRM systems
- Create client reports using Salesforce and APX
- Assist Wealth Advisors in preparing client packages
- Provide ad hoc support to Wealth Advisory teams Requirements:
- Currently enrolled in finance or related degree program
- Previous internship in Finance or Asset Management
- Strong communication and attention to detail
- Organizational and time management skills
- Proficiency in MS Suite, especially Excel Enhance your finance expertise through a dynamic internship and contribute to the client success at CC&L.;

📌 Private Client Intern at CC&L (Edmonton)
🏢 Connor, Clark u0026 Lunn Private Capital Ltd. (CCu0026L)
📍 Edmonton