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Added 6 hours ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
Montreal, QC
Added 2 days ago
Wealth Advisor, Employee Accounts
Connor, Clark & Lunn Private Capital Ltd.
Winnipeg, MB
Added 7 days ago
Wealth Advisor, Employee Accounts
Connor, Clark & Lunn Private Capital Ltd.
Saskatoon, SK
Added 7 days ago
Wealth Advisor, Employee Accounts
Connor, Clark & Lunn Private Capital Ltd.
Regina, SK
Added 7 days ago
Wealth Advisor, Employee Accounts
Connor, Clark & Lunn Private Capital Ltd.
AB
Added 7 days ago
Wealth Advisor, Employee Accounts
Connor, Clark & Lunn Private Capital Ltd.
Calgary, AB
Added 7 days ago
Wealth Advisor, Employee Accounts
Connor, Clark & Lunn Private Capital Ltd.
Vancouver, BC
Added 7 days ago
Wealth Advisor, Employee Accounts
Connor, Clark & Lunn Private Capital Ltd.
Toronto, ON
Added 13 days ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
Toronto, ON
Added 17 days ago
Private Client Service Associate
Connor, Clark & Lunn Private Capital Ltd.
Vancouver, BC
Added 17 days ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
Calgary, AB
Added 17 days ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
AB
Added 2 months ago
Senior Associate, Asset Mix and Trading
Connor, Clark & Lunn Private Capital Ltd.
Toronto, ON
Added 2 months ago
Senior Associate, Asset Mix and Trading
Connor, Clark & Lunn Private Capital Ltd.
Vancouver, BC
Added 2 months ago
AI Solutions Engineer
Connor, Clark & Lunn Private Capital Ltd.
Toronto, Ontario
Added 3 months ago
Wealth Advisor
Connor, Clark & Lunn Private Capital Ltd.
Edmonton, Alberta
Added 3 months ago
Wealth Advisor
Connor, Clark & Lunn Private Capital Ltd.
Vancouver, British Columbia
Added 3 months ago
Wealth Advisor
Connor, Clark & Lunn Private Capital Ltd.
Calgary, Alberta
Added 3 months ago
Wealth Advisor
Connor, Clark & Lunn Private Capital Ltd.
Toronto, Ontario
Added 3 months ago
Wealth Advisor
Connor, Clark & Lunn Private Capital Ltd.
Regina, Saskatchewan
Added 3 months ago
Wealth Advisor
Connor, Clark & Lunn Private Capital Ltd.
Saskatoon, Saskatchewan
Added 3 months ago
Wealth Advisor
Connor, Clark & Lunn Private Capital Ltd.
Winnipeg, Manitoba
Added 3 months ago
Conseiller en gestion de patrimoine/Wealth Advisor
Connor, Clark & Lunn Private Capital Ltd.
Montreal, Quebec

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Connor, Clark & Lunn Private Capital Ltd.

Intern, Private Client Service

Montreal, QC, Canada

The target salary range for this position is $40,000-$50,000 per year.

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Job details

Pay: The target salary range for this position is $40,000-$50,000 per year.
Posting language: English
Posted: Oct 14, 2026

Original job description

CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Montreal-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
French language skills are an asset
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.

What We Offer
At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:

Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

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

Reconcile, enter, audit, and maintain client portfolio data, including updating records in Salesforce and preparing client reports through APX and Salesforce. Support Wealth Advisors and associates by preparing client packages and providing other team assistance as needed.

Requirements

Applicants should be third- or fourth-year undergraduate students focused on Finance, Business Administration, or Economics, with a strong academic record and at least one relevant internship. The role also calls for strong communication, attention to detail, organization, time management, independent and collaborative work skills, and advanced Microsoft Office and Adobe Acrobat knowledge; French and familiarity with private client service or investment management are assets.

Skills

Data Reconciliation
Data Entry
Auditing
Compliance
Client Data Management
Salesforce
APX
Report Preparation
Client Package Preparation
Attention To Detail
Written Communication
Oral Communication
Organization
Time Management
Multitasking
Microsoft Excel

Benefits

Flexible Work Practices
Learning and Development Budget
Paid Study Days
Professional Designation Support
Retirement Savings Support
Wellness Credits
Enhanced Parental Leave
Comprehensive Health Benefits

Visa sponsorship

Not detected in the job text

Keywords

Private Client Services
Wealth Management
Investment Management
Asset Management
Finance
Business Administration
Economics
Client Portfolios
Data Reconciliation
Data Entry
Auditing
Compliance
Salesforce
APX
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Adobe Acrobat
Client Reporting
Client Packages
Process Efficiency
French

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