Launch your finance career as a Private Client Intern with Connor, Clark & Lunn in Edmonton. This 4-month prospect 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 portfoliosPopulate and maintain client information in Salesforce CRMCreate reports for clients through our internal systemsAssist Wealth Advisors in preparing client packagesProvide ad hoc support to the team as requiredRequirements:Prior internship experience in Finance or Investment ManagementExcellent communication skills, both oral and writtenStrong attention to detail and organizational abilitiesAdvanced knowledge of Microsoft Excel and other MS Suite toolsUnderstanding of private client service practices is beneficialExpand 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 & Lunn group
📍 Edmonton