Private Client Services Intern: Finance & CRM Exposure (Toronto)

Private Client Services Intern: Finance & CRM Exposure (Toronto)

06 Oct
|
Connor, Clark u0026 Lunn Private Capital
|
Toronto

06 Oct

Connor, Clark u0026 Lunn Private Capital

Toronto

Connor, Clark & Lunn Private Capital Ltd. in Toronto seeks a Private Client Intern for a 4-month term (Jan–Apr 2027).

You will learn within a team-oriented Private Client Services Team, supporting Wealth Advisor groups and associates, while gaining hands-on exposure to the Wealth Management cycle. Responsibilities include data reconciliation and entry, CRM maintenance (Salesforce, APX), reporting, and preparing client packages.

📌 Private Client Services Intern: Finance & CRM Exposure (Toronto)
🏢 Connor, Clark u0026 Lunn Private Capital
📍 Toronto

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