Private Client Intern

Connor, Clark & Lunn Financial Group

Edmonton, AB Intern

POSTED ON 3/7/2024 CLOSED ON 3/22/2024

Job Posting for Private Client Intern at Connor, Clark & Lunn Financial Group

Private Client Intern

Connor, Clark & Lunn Private Capital Ltd.

Edmonton, AB

About Connor, Clark & Lunn Financial Group

Connor, Clark & Lunn Financial Group Ltd. (“CCLFG”) provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors. Our business comprises of eleven institutional investment affiliates that are responsible for investment decision making and client service, as well as distribution affiliates including Connor Clark & Lunn Private Capital, which provides multi-asset class investment solutions and Connor, Clark & Lunn Funds which distributes single-strategy investments to individual investors. CCLFG partners with each of its affiliates by contributing world class operations, product development expertise, broad distribution, and business management. We have grown from $29 billion in assets and 200 people in 2008 to approximately $110 billion in assets and nearly 800 employees today. This has been accompanied by a high level of change in technology, types of assets managed, trading activity and geographic growth. As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining and motivating the most talented people.

The Position

CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Private Client Services Team for a 4-month term (until June 2024).

What do we offer a Private Client Intern?

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 Client Service Associate and Wealth Advisor teams with a variety of tasks and experience the Wealth Management cycle first-hand.

As a Private Client Intern you will:

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 with inquiries, follow up calls and communications
Provide back up and ad hoc support to our associate and Wealth Advisor teams as needed

Qualifications and Experience

The Private Client Intern position is geared toward students either in their third/fourth year of an undergraduate degree or recently graduated 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

To apply for this position please submit your resume, cover letter and transcript as one PDF.

The salary range for this position is $42,900 – $48,750 CDN annualized. The salary range provided reflects the base salary range for this position as required by legislation. Further questions may be directed to the HR team during the interview process.

Connor, Clark & Lunn 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.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

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