Private Client Services Intern: Finance & CRM Exposure

Connor, Clark & Lunn Private Capital Ltd. in Toronto seeks a Private Client Intern for a 4-month term (Jan–Apr 2027).

You will learn within a collaborative Private Client Services Team, supporting Wealth Advisor groups and associates, while gaining hands-on exposure to the Wealth Management cycle. Responsibilities include data reconciliation and entry, CRM maintenance (Salesforce, APX), reporting, and preparing client packages.