Intern, Private Client Service

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.

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