Launch your finance career as a Private Client Intern with Connor, Clark & Lunn in Edmonton. This 4-month chance from January to April 2027 offers valuable experience in Wealth Management. As a Private Client Intern, you will support both Associate and Wealth Advisor teams in a collaborative environment.

The role is perfect for third or fourth-year students focusing on Finance, Business Administration, or Economics. Engage in hands-on tasks such as data reconciliation, report generation, and client data management. Key Responsibilities:

- Perform data reconciliation and compliance for client portfolios
- Populate and maintain client information in Salesforce CRM
- Create reports for clients through our internal systems




- Assist Wealth Advisors in preparing client packages
- Provide ad hoc support to the team as required

Requirements:

- Prior internship experience in Finance or Investment Management
- Excellent communication skills, both oral and written
- Strong attention to detail and organizational abilities
- Advanced knowledge of Microsoft Excel and other MS Suite tools
- Understanding of private client service practices is beneficial

Expand your finance knowledge and support client services at Connor, Clark & Lunn as a Private Client Intern.

📌 Private Client Intern at Connor, Clark & Lunn (Edmonton)
🏢 Connor, Clark u0026 Lunn group
📍 Edmonton