Private Client Intern

Gain hands-on finance experience as a Private Client Intern at CC&L Private Capital in Calgary. Support Wealth Advisors and enhance your skill set in a collaborative and client-focused team.

This internship is designed for students in their third or fourth year, focusing on Finance, Business Administration, or Economics. You will perform critical tasks such as data reconciliation, CRM updates, and client report preparation.

This role offers insight into the Wealth Management cycle over a 4-month term from September to December 2026.

Key Responsibilities:

• Perform data reconciliation and client portfolio auditing

• Maintain and update client information in Salesforce CRM

• Create detailed client reports through internal systems

• Assist Wealth Advisors with client package preparations

• Provide ad hoc support to associate teams

Requirements:

• At least one previous internship in Finance or Asset Management

• Excellent communication and attention to detail

• Strong organizational skills and ability to multi-task

• Advanced proficiency in Excel, PowerPoint, and Word

• Understanding of private client service is an asset

Elevate your finance career with practical experience in client service and portfolio management at CC&L.
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