Intern, Private Client Service

Responsibilities

• Perform data reconciliation, data entry, auditing and compliance for our client portfolios
• Populate and maintain client data in our internal CRM (APX) including paper and electronic filing
• Create reports on behalf of our clients via our internal CRM (APX)
• 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
• 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.
• #LI-ND1 #LI-Hybrid
• For a closer look at how you can build your career with us, we invite you to explore cclgroup.com .
• CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
• Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.

Benefits

Additional Information

CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based Private Client Services Team for a 4-month term from September to December 2026. 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.

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