03 Oct
|
Connor, Clark & Lunn group
|
Alberta
03 Oct
Connor, Clark & Lunn group
Alberta
Launch your finance career as a Private Client Intern with Connor, Clark & Lunn in Edmonton. This 4-month opportunity 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 setting. 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.
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📌 Private Client Intern at Connor, Clark & Lunn (Alberta)
🏢 Connor, Clark & Lunn group
📍 Alberta