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 chance for learning and professional growth.Key Responsibilities:Perform data entry and compliance for client portfoliosPopulate client data in our internal CRM systemsCreate client reports using Salesforce and APXAssist Wealth Advisors in preparing client packagesProvide ad hoc support to Wealth Advisory teamsRequirements:Currently enrolled in finance or related degree programPrevious internship in Finance or Asset ManagementStrong communication and attention to detailOrganizational and time management skillsProficiency in MS Suite, especially ExcelEnhance 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 & Lunn Private Capital Ltd. (CC&L)
📍 Edmonton