INTERNSHIP DETAILS

Intern, Private Client Service

CompanyConnor, Clark & Lunn Private Capital Ltd.
LocationMontreal
Work ModeOn Site
PostedOctober 14, 2026
Internship Information
Core 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.
Internship Type
full time
Salary Range
CA$40,000 - CA$50,000
Company Size
158
Visa Sponsorship
No
Language
English
Working Hours
40 hours
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About The Company
As one of Canada’s largest independent and privately held investment managers, we have a proud heritage of building legacies. We’ve grown through one client success story inspiring another, stewarding the wealth of high-net-worth Canadian individuals and families, foundations and Indigenous communities. CC&L Private Capital’s premier investment platform has grown over time in partnership with over 285* investment specialists who form part of the larger Connor, Clark & Lunn Financial Group, and who serve as sub-advisers for various strategies. This platform represents an increasingly broad and sophisticated selection of investment styles. This enables us to create truly unique portfolios and successfully navigate market cycles, guiding clients in realizing their financial aspirations. *As of June 2026
About the Role

 

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.

#LI-ND1 #LI-Hybrid

 

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.

Key Skills
Data ReconciliationData EntryAuditingComplianceClient Data ManagementSalesforceAPXReport PreparationClient Package PreparationAttention To DetailWritten CommunicationOral CommunicationOrganizationTime ManagementMultitaskingMicrosoft Excel
Categories
Finance & AccountingCustomer Service & SupportAdministrative
Benefits
Flexible Work PracticesLearning and Development BudgetPaid Study DaysProfessional Designation SupportRetirement Savings SupportWellness CreditsEnhanced Parental LeaveComprehensive Health Benefits