Internship in Private Client Services

Kickstart your finance career with CC&L's Private Client Internship in Calgary. Engage in tasks such as data reconciliation and client report creation in a hybrid work model.

CC&L Private Capital Ltd. seeks a Private Client Intern for a four-month term. This opportunity is perfect for ambitious students in their third or fourth year of study with a focus on Finance, Business Administration, or Economics. You will assist our Wealth Advisor teams, gaining insight into the Wealth Management cycle while enhancing process efficiencies.

Key Responsibilities:

• Execute data entry and audit tasks for client portfolios

• Maintain client information in Salesforce CRM

• Prepare client reports utilizing APX and Salesforce tools

• Collaborate with Wealth Advisors to create client packages

• Provide support to various teams as needed

Requirements:

• Pursuing an undergraduate degree in relevant fields

• Previous experience in Finance or Asset Management

• Excellent organizational and communication skills

• Ability to work autonomously and in teams

• Strong proficiency in MS Suite, particularly Excel

Experience the wealth management field with CC&L and develop your skills alongside dedicated professionals.
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