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About the Role
This internship offers a unique opportunity to support associate and Wealth Advisor teams, gaining first-hand experience in the Wealth Management cycle within a collaborative and client-focused team.
Responsibilities
- Perform data reconciliation, data entry, auditing, and compliance for client portfolios.
- Populate and maintain client data in the internal CRM (Salesforce).
- Create client reports using internal CRMs (APX and Salesforce).
- Assist Wealth Advisors in preparing client packages.
- Provide ad hoc support to associate and Wealth Advisor teams.
Requirements
- Students in their third/fourth year of an undergraduate degree with a focus on Finance, Business Administration, and/or Economics.
- Ambitious students with a strong academic track record.
- Interest in impacting process efficiencies at CC&L.
- At least one previous internship experience in 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 and collaboratively.
- Positive, can-do attitude.
- Strong organizational and time management skills.
- Ability to multi-task and work autonomously.
- Advanced knowledge of MS Suite (Excel, PowerPoint, Word, Adobe Acrobat).
- Understanding of private client service and investment management practice is an asset.
Skills
- Salesforce
- APX
- MS Excel
- MS PowerPoint
- MS Word
- Adobe Acrobat
Location
- Toronto
Work Type
- Hybrid
- Internship
- 4-month term
Experience Level
- Internship
Education Level
- Undergraduate degree (Finance, Business Administration, Economics focus)
Salary/Compensations
- $40,000-$50,000 per year
Benefits
- Meaningful work
- Continuous learning budgets
- Paid study days
- Support for professional designations
- Competitive total compensation
- Retirement savings support
- Wellness credits
- Enhanced parental leave
- Comprehensive health benefits
- Social events
- Volunteering opportunities
- Corporate social responsibility initiatives
- Flexible work practices supporting work-life balance
About the Company
- CC&L Private Capital Ltd. is part of Connor, Clark & Lunn Financial Group.
- We are "invested in our greatest asset, you".
- Our shared goals reflect what matters most to our people: community, growth, and recognition.
- We foster belonging through collaboration, inclusion, and flexibility.
- We prioritize employee development.
- Our contributions are rewarded with competitive compensation and benefits.
- Explore cclgroup.com to learn more about building your career with us.
Equal Opportunity
- 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.