Join CC&L; Private Capital as a Private Client Intern based in Calgary for a agile 4-month term. Collaborate with client-focused teams while gaining hands-on experience in Wealth Management.This internship is perfect for third or fourth-year undergraduate students in Finance, Business Administration, or Economics. Assist Wealth Advisors by performing data reconciliation, maintaining CRM records, and preparing client reports. You'll learn the Wealth Management cycle firsthand while contributing to process efficiencies and operational support.Key Responsibilities:Perform data entry and auditing for client portfoliosMaintain client information in Salesforce CRMCreate and generate client reports using APXSupport Wealth Advisors with client package preparationProvide additional assistance to associate teams as requiredRequirements:At least one previous internship in Finance or Asset ManagementStrong communication and attention to detailAbility to work independently and collaborativelyProficient in MS Suite, especially ExcelUnderstanding of private client service is an assetEnhance your skills and knowledge of Wealth Management while contributing valuable support at CC&L.;

📌 Private Client Intern At Cc&L (Calgary)
🏢 Connor, Clark & Lunn Private Capital
📍 Calgary