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Added 23 mins ago
Senior Accountant – Assurance & Compilation
Smart4 Energy
Ottawa, ON
$60,000 to $120,000 USD / year
Full-time
Level: Senior preferred; strong Associate and Manager-level candidates also considered
Added 23 mins ago
Associate Lawyer - Corporate
Brimage Law Group
ON · Simcoe, ON
Full-time
You will manage files independently, with support from experienced lawyers and staff, and maintain direct responsibility for client relationships.
Added 23 mins ago
FX & Money Markets, Associate
Robertson & Company Ltd.
Toronto, ON
Full-time
Our client is a globally recognized financial institution with a strong international presence and a collaborative Treasury team in Toronto. They offer exposure to a broad range of treasury…
Added 23 mins ago
Senior Global Forwarding Agent
C.H. Robinson
Montreal, QC
Full-time
Associate’s or bachelor’s degree from an accredited college or university
Added 52 mins ago
Technology Lead - Databricks Admin
Infosys
Mississauga, ON
$92,740 to $123,375 CAD / year
Full-time
The role supports our client’s enterprise data modernization initiatives by ensuring a robust, scalable, and secure Databricks platform for analytics and engineering teams.
Added 52 mins ago
Bilingual Head of Business Development, English Canada
MPI San Diego Chapter (MPISD)
Toronto, ON
Full-time
English Canada already represents a significant share of our revenue, with an established client base, talents and partners. Now it is time to accelerate: English Canada is our next chapter.
Added 53 mins ago
Warehouse Associate
Swish Group of Companies
Dartmouth, NS
Join Swish as a Part-Time Warehouse Associate
Added 1 hour ago
Seasonal Associate
sephora.com
Ottawa, ON
$19.2 to $22.6 CAD / hour
Full-time
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 1 hour ago
Office Coordinator
Integrated Resources, Inc ( IRI )
Mississauga, ON
$18 to $20 CAD / hour
Full-time
The Office Services Associate is a key operational role providing seamless, high-quality administrative and customer service support across Reception, Mailroom, and Duplicating Print Center…
Added 1 hour ago
Compensation Consultant, Associate
Marsh McLennan
Toronto, ON
Full-time
As a Compensation Consultant Associate, you will join a national team of 100 passionate consultants who have a wealth of expertise in employee and executive rewards, employee communication,…
Added 1 hour ago
PT Stock Associate - BOSS Store, Vaughan Mills
HUGO BOSS Canada, Inc.
Vaughan, ON
Other
Achieve positive results in personal sales by focusing on relationship selling, building a client base and offering exemplary customer service.
Added 1 hour ago
Deals Tax - PECS - Senior Associate
Pwc UK
London, ON
Full-time
…and the broadest range of opportunities to our people. Our client base is truly international and we pride ourselves on the strength of our…
Added 1 hour ago
17877- Implementation Specialist - Canada
Vensure Employer Solutions
Quebec, QC
Up to $71,760 USD / year
Full-time
Position Summary The Client Implementation Specialist is responsible for engaging new clients and managing the full implementation phase. This position is the Client's main point of contact…
Added 2 hours ago
17877- Implementation Specialist - Canada
Distro
Quebec, QC
Full-time
Position Summary The Client Implementation Specialist is responsible for engaging new clients and managing the full implementation phase. This position is the Client's main point of contact…
Added 2 hours ago
Bilingual Associate Property Manager (ENG/FR)
BGIS
Gatineau, QC
Full-time
…commercial property management, known for building successful client and tenant relationships. You are recognized for your ability to provide strong leadership to staff and build strong…
Added 2 hours ago
Implementation Specialist - Canada
Vensure Employer Solutions
Westmount, QC
The Client Implementation Specialist is responsible for engaging new clients and managing the full implementation phase. This position is the Client's main point of contact during…
Added 2 hours ago
Luxury Sales Associate (Full-Time)
OMEGA SA
Calgary, AB
Full-time
As a Luxury Sales Associate, you will report to the Store Manager and be responsible for achieving sales targets. You will act as an Omega Brand Ambassador while demonstrating key…
Added 3 hours ago
warehouse associate
Fastenal Canada
St. Thomas, ON
Full-time
Added 4 hours ago
DYNAMITE - Styliste - Carrefour de L'Estrie
Groupe Dynamite, Inc Garage
Sherbrooke, QC
Full-time
Grow a personal client list by consistently acquiring new customers while also inspiring and retaining existing loyal customer base
Added 5 hours ago
Seasonal Associate
sephora.com
Vancouver, BC
$19.85 to $24.8 CAD / hour
Full-time
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 5 hours ago
Legal Associate
ADMYS Avocats
Legal, AB
Full-time
As a Legal Associate, you will support the firm's attorneys by conducting legal research, drafting documents, and preparing case materials. You will interact directly with clients to gather…
Added 6 hours ago
Principal Analyst, Power Markets – Long-Term Forecasting - 26150DD
Enverus
Calgary, AB
Full-time
This is an in-office role based at our Calgary headquarters with regular travel to the US for client meetings and conferences.
Added 6 hours ago
Client Service Associate
Jackson Hewitt Tax Service Inc.
Richmond, BC
Part-time
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this…
Added 8 hours ago
Gestionnaire de comptes clés, Unité d’affaires Animaux de compagnie – Santé animale / Key Account Manager, Companion Animal Business Unit - Animal Health
Merck
Hamilton, ON · Barrie, ON · Kingston, ON · London, ON · Toronto, ON · Kirkland, QC · Pointe-Claire, QC · Montreal, QC · Sherbrooke, QC · Penticton, BC · Edmonton, AB · Calgary, AB
Full-time
Collaborer avec les parties prenantes internes afin d’identifier des occasions d’affaires et des stratégies d’investissement démontrant la valeur du partenariat avec le client.
Added 8 hours ago
Associé aux ventes de détail à temps plein/Retail Sales Associate, Full Time - Fairview Pointe Claire
Old Navy
Pointe-Claire, QC
Full-time
…clients. Vous êtes responsable de l'engagement et de la relation client, en leur offrant un service exceptionnel qui contribue à fidéliser la clientèle. Expert(e) produit, vous mettez à…

Connor, Clark & Lunn Private Capital Ltd.

Intern, Private Client Service

Calgary, 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 Calgary-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 compliance tasks while maintaining client data in CRM systems. They will also assist Wealth Advisors in preparing client packages and providing ad hoc support to the team.

Requirements

Candidates should be third or fourth-year undergraduate students in Finance, Business Administration, or Economics with a strong academic record. Previous internship experience in finance or asset management and proficiency in MS Office are required.

Skills

Data reconciliation
Data entry
Auditing
Compliance
CRM
Salesforce
APX
Reporting
Client support
Communication skills
Attention to detail
Time management
Organizational skills
MS Suite
Excel
Investment management

Benefits

Flexible hybrid work arrangement

Visa sponsorship

Not detected in the job text

Keywords

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

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