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Added 23 mins ago
PIV_INS_Non_BIL_Ontario
RBC Insurance
Mississauga, ON
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Valleyfield, PE
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Saint-Tite-des-Caps, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Saint-Lambert, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Boucherville, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Dorval, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Blainville, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Laval, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Repentigny, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Beaconsfield, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Saint-Jérôme, QC · St-Jérôme, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Saint-Hyacinthe, QC · St-Hyacinthe, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Dollard-Des Ormeaux, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Rosemère, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Pointe-Claire, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Brossard, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Terrebonne, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Beloeil, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Mont-Royal, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Westmount, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Vaudreuil-Dorion, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Chambly, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
Insurance Advisor Home & Auto - Advice Centre
RBC Insurance
Mississauga, ON
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Châteauguay, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 23 mins ago
PIV_INS_BIL_Quebec- EN
RBC Insurance
Montreal, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…

Connor, Clark & Lunn Private Capital Ltd.

Intern, Private Client Service

AB, Canada

Pay: The target salary range for this position is $40,000-$50,000 per year.
Posting language: English
Posted: Sep 28, 2026

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Original job description

CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Edmonton-based Private Client Services Team for a 4-month term from January to April 2027.

A dynamic, fast-paced work environment where opportunities for learning and growth are abound. You will be a member of a collaborative and client-focused team. This is an opportunity to support our associate and Wealth Advisor teams with a variety of tasks and experience the Wealth Management cycle first-hand.

What You Will Do

Perform data reconciliation, data entry, auditing and compliance for our client portfolios
Populate and maintain client data in our internal CRM (Salesforce)
Create reports on behalf of our clients via our internal CRM (APX and Salesforce)
Assist Wealth Advisors in the preparation of client packages
Provide ad hoc support to our associate and Wealth Advisor teams as needed

What You Bring

The Private Client Intern position is geared toward students either in their third/fourth year of an undergraduate degree with a focus on Finance, Business Administration, and/or Economics. We are seeking ambitious students with a strong academic track record, who are interested in making an impact in process efficiencies at CC&L.

In addition to the above, the successful candidate will have:

At least one previous internship experience in the area or Finance, Asset Management and/or Investment Management
Excellent oral and written communication skills
Excellent attention to detail
Ability to work independently as well as in partnership with other team members, combined with a positive, can-do attitude
Strong organizational and time management skills, the ability to multi-task and work autonomously
Advanced knowledge of MS Suite, especially Excel, PowerPoint, Word and Adobe Acrobat
Understanding of private client service and investment management practice is an asset

The target salary range for this position is $40,000-$50,000 per year. This role also includes a flexible hybrid work arrangement - four days in the office and one day working from home. 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. 

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 talentacquisition@cclgroup.com if you require accommodation.

AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.

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More about this job

Responsibilities

The intern will perform data reconciliation, entry, and auditing while maintaining client data in CRM systems like Salesforce and APX. They will also assist Wealth Advisors in preparing client packages and provide ad hoc support to the team.

Requirements

Candidates should be third or fourth-year undergraduate students in Finance, Business Administration, or Economics with at least one previous internship in finance or asset management. Strong organizational skills, proficiency in MS Office, and excellent communication abilities are required.

Skills

Data reconciliation
Data entry
Auditing
Compliance
CRM
Salesforce
APX
Reporting
Client service
Wealth management
Communication skills
Attention to detail
Time management
MS Suite
Excel
PowerPoint

Benefits

Flexible hybrid work arrangement

Visa sponsorship

Not detected in the job text

Keywords

Finance
Business Administration
Economics
Wealth Management
Asset Management
Investment Management
CRM
Salesforce
APX
Data Reconciliation
Data Entry
Auditing
Compliance
MS Suite
Excel
PowerPoint
Word
Adobe Acrobat
Client Service
Portfolio Management
Internship

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