Open jobs in Canada

Save this search

Added 1 day ago
Intern, Taxation
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Added 1 day ago
Intern, Retail Portfolio Operations
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Added 1 day ago
Intern, Retail Portfolio Operations
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Added 9 days ago
Analyst, Performance & Attribution Solutions
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Added 9 days ago
Analyst, Performance & Attribution Solutions
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Added 3 days ago
Intern, Institutional Portfolio Operations
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Added 3 days ago
Senior Talent Acquisition Specialist - Campus Programs
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Added 5 days ago
Manager, Investment Insights
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Added 5 days ago
Manager, Investment Insights
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Added 5 days ago
Analyst, Quality Analytics and Process Engineering
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Added 5 days ago
Analyst, Quality Analytics and Process Engineering
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Added 5 days ago
Analyst, Investment Insights
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Added 5 days ago
Analyst, Investment Insights
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Added 5 days ago
Analyst, Analytics Platform and Methodology
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Added 5 days ago
Analyst, Analytics Platform and Methodology
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Added 5 days ago
Intern, Corporate Actions
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Added 5 days ago
Brand Manager - 12 Month Contract
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Added 23 days ago
Analyste des Opérations de TI / IT Operations Analyst
Connor, Clark & Lunn Financial Group Ltd.
Montreal, QC
Added 24 days ago
Data Analyst
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Added 29 days ago
Analyst, Stewardship & Engagement
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Added 29 days ago
Analyst, Stewardship & Engagement
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Added 29 days ago
Senior Analyst, Training and Documentation
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Added 29 days ago
Senior Analyst, Training and Documentation
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Added 1 month ago
Principal Architect, Compute & Storage Infrastructure
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Added 1 month ago
Principal Architect, Cloud & Identity Infrastructure
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC

Connor, Clark & Lunn Financial Group Ltd.

Intern, Retail Portfolio Operations

Toronto, ON, Canada

Pay: The salary range for this position is $50,000 - $60,000 CDN annualized.
Posting language: English
Posted: Sep 18, 2026

Apply About employer

Applications open in a new tab.

Original job description

We are looking for a Retail Portfolio Operations Intern to join our Toronto-based Investment Resource Group. This role offers an excellent opportunity for a student or recent graduate interested in investment operations, financial services, process improvement, and technology. The successful candidate will gain hands-on experience supporting retail portfolio operations while working alongside experienced professionals in a collaborative and entrepreneurial environment

What You Will Do

Assist with maintaining and reconciling client portfolio data.
Support the maintenance of operational systems and data used across portfolio administration, trade management, and reporting platforms.
Assist with quarter-end fee processing and related operational activities.
Respond to routine inquiries from custodians and internal business partners under guidance from team members.
Prepare recurring and ad hoc reports for operational and management purposes.
Support account transfer processing and documentation activities.
Participate in operational improvement initiatives and special projects.
Assist with process documentation and workflow reviews.
Contribute ideas for improving efficiency through technology, automation, and AI-enabled tools.

What You Bring

Currently pursuing or recently completed an undergraduate degree in Business, Finance, Economics, Accounting, Data Analytics, Computer Science, or a related field.
Completion of the Canadian Securities Course is considered an asset.
Strong attention to detail and ability to work with large data sets while maintaining accuracy.
Demonstrated problem-solving skills and an interest in understanding business processes.
Ability to learn quickly, prioritize competing tasks, and work in a fast-paced environment.
Proficiency with Microsoft Office applications, particularly Excel.
Interest in leveraging technology to improve operational processes.
Familiarity with AI tools (such as Microsoft Copilot, ChatGPT, Power Automate, or similar technologies) is considered an asset.
Experience with data analysis, visualization, process mapping, or automation tools is considered an asset.
Demonstrated willingness to learn new concepts, systems, and processes.
Interest in continuous improvement and operational excellence
Strong interpersonal and communication skills.
Ability to work effectively both independently and as part of a team
Previous internship, co-op, volunteer, academic project, or work experience in financial services, operations, technology, or data analysis is considered an asset but is not required. We welcome candidates who are eager to learn and develop their careers in investment management.
We are looking for individuals who are curious about emerging technologies and motivated to explore how artificial intelligence, automation, and data-driven insights can improve operational processes and client experiences.

To apply for this position please submit your resume, cover letter and transcript.

The salary range for this position is $50,000 - $60,000 CDN annualized. The salary range provided reflects the base salary range for this position as required by legislation. Further questions may be directed to the HR team during the interview process.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [email protected] if you require accommodation.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.

Apply About employer

More about this job

Responsibilities

The intern will assist with maintaining client portfolio data, reconciling accounts, and supporting trade management and reporting platforms. They will also contribute to operational improvement initiatives, process documentation, and the application of automation and AI tools.

Requirements

Candidates should be pursuing or have recently completed an undergraduate degree in a field such as Business, Finance, Economics, or Data Analytics. Strong attention to detail, proficiency in Microsoft Office, and an interest in investment management and technology are required.

Skills

Investment operations
Data analysis
Financial services
Process improvement
Microsoft Excel
Portfolio administration
Trade management
Reporting
Data reconciliation
Automation
AI tools
Communication
Problem-solving
Attention to detail
Workflow review

Visa sponsorship

Not detected in the job text

Keywords

Investment operations
Portfolio management
Data analytics
Financial services
Process improvement
Automation
Artificial intelligence
Microsoft Excel
Microsoft Copilot
ChatGPT
Power Automate
Data visualization
Process mapping
Canadian Securities Course
Investment management
Reporting
Trade management
Operational excellence
Data reconciliation
Workflow review

Report this job