Intern, Private Client Service

1 week ago

Regina, Canada Connor, Clark & Lunn Financial Group Full time

**Intern, Private Client Service**

**Connor, Clark & Lunn Private Capital Ltd.**

**Regina, SK**

**The Position**

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 January to April 2025.

**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 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 Wealth Advisors in the preparation of client packages
- Provide 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.
- 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

**About Connor, Clark & Lunn Financial Group**

Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $133 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $14 billion in client assets.
- 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. _

LI-SM1 #LI-Hybrid

  • Private Client Services Associate

    2 weeks ago

    Regina, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, Saskatchewan** We are looking for the next Private Client Services Associate to join our Regina office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...

  • Private Client Services Associate

    5 months ago

    Regina, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Regina, SK** We are looking for the next **Private Client Services Associate **to join our Regina office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...

  • Private Investigator

    5 months ago

    Regina, Canada Larrek Investigations Full time

    Are you someone who thrives in situations where you have to think on your feet? Are you good at coming up with outside of the box ideas when others might not know where to start? Do you have your private investigator licence? **Okay, last question...do you live in Saskatchewan? **If we have piqued your interest keep reading! As one of the leading...

  • Wealth Management Professional

    1 month ago

    Regina, Saskatchewan, Canada CC&L Private Capital Full time

    Unlock Your Potential as a Wealth AdvisorAt CC&L Private Capital, we're seeking a seasoned sales professional with a strong industry background to join our team as a Wealth Advisor. This is an exceptional opportunity to leverage your existing network and establish a practice with our firm, pursuing business development activities with high-net-worth...

  • Wealth Management Professional

    1 month ago

    Regina, Saskatchewan, Canada CC&L Private Capital Full time

    Unlock Your Potential as a Wealth AdvisorAt CC&L Private Capital, we're seeking a seasoned sales professional with a strong industry background to join our team as a Wealth Advisor. This is an exceptional opportunity to leverage your existing network and establish a practice with our firm, pursuing business development activities with high-net-worth...

  • Private Investigator

    3 weeks ago

    Regina, Saskatchewan, Canada Xpera Full time

    About XperaXpera is a leading national investigation and risk mitigation firm with 23 offices across Canada.Job Title: Private InvestigatorWe are seeking a skilled Private Investigator to join our team in Regina or Saskatoon, Saskatchewan.Job SummaryAs a Private Investigator, you will work collaboratively with top experts and gain access to a network of...

  • mystery shopper

    2 months ago

    Regina, Canada C3 Client Satisfaction Full time

    Education: Secondary (high) school graduation certificateExperience: 1 to less than 7 months or equivalent experienceWork settingShopping centre or mallTasksProduce reportsEvaluate customer service and store environmentsInvestigative expertiseUndercover workType of experienceMystery shoppingPreparation of information (evidence) reportsPrivate...

  • Private Investigator

    4 weeks ago

    Regina, Saskatchewan, Canada Xpera Full time

    About XperaXpera is a leading national investigation and risk mitigation firm with 23 offices across Canada.Job Title: Private InvestigatorWe are seeking a skilled Private Investigator to join our team in Regina or Saskatoon, Saskatchewan. As a Private Investigator, you will collaborate with top experts and gain a network of resources.Key...

  • Private Investigator

    4 weeks ago

    Regina, Saskatchewan, Canada Xpera Full time

    About XperaXpera is a leading national investigation and risk mitigation firm with 23 offices across Canada.Job Title: Private InvestigatorWe are seeking a skilled Private Investigator to join our team in Regina or Saskatoon, Saskatchewan. As a Private Investigator, you will collaborate with top experts and gain a network of resources.Key...

  • Private Investigator

    1 month ago

    Regina, Saskatchewan, Canada Xpera Full time

    About Xpera:Xpera is a leading national investigation and risk mitigation firm with 23 offices across Canada.Job Title: Private InvestigatorLocation: Regina or Saskatoon, Saskatchewan, CanadaJob Type: Part-timeAbout the Role:We are seeking a skilled Private Investigator to join our team in Regina or Saskatoon. As a Private Investigator, you will work...

  • Private Investigator

    1 month ago

    Regina, Saskatchewan, Canada Xpera Full time

    About Xpera:Xpera is a leading national investigation and risk mitigation firm with 23 offices across Canada.Job Title: Private InvestigatorLocation: Regina or Saskatoon, Saskatchewan, CanadaJob Type: Part-timeAbout the Role:We are seeking a skilled Private Investigator to join our team in Regina or Saskatoon. As a Private Investigator, you will work...

  • mystery shopper

    2 months ago

    Regina, Canada C3 Client Satisfaction Full time

    Education: Expérience: EducationSecondary (high) school graduation certificate or equivalent experienceWork settingShopping centre or mallTasksProduce reportsEvaluate customer service and store environmentsInvestigative expertiseUndercover workType of experienceMystery shoppingPreparation of information (evidence) reportsPrivate...

  • Client Service Technician

    2 months ago

    Regina, Canada VitalAire Canada Inc Full time

    At VitalAire we believe in patient-centered care and innovation. We’re on a mission to help transform healthcare for the better. From advancement and digitization of our tools, products, and systems, to forging meaningful relationships with our patients. VitalAire is Canada’s leading provider of sleep apnea tests, treatments and home oxygen services. We...

  • Client Service Technician

    1 month ago

    Regina, Canada VitalAire Canada Inc Full time

    At VitalAire we believe in patient-centered care and innovation. We’re on a mission to help transform healthcare for the better. From advancement and digitization of our tools, products, and systems, to forging meaningful relationships with our patients. VitalAire is Canada’s leading provider of sleep apnea tests, treatments and home oxygen services. We...

  • Client Services Representative

    2 weeks ago

    Regina, Saskatchewan, Canada BMO Full time

    Job Summary:We are seeking a skilled Client Services Officer to provide exceptional operational support and drive client relationships forward.Key Responsibilities:Deliver top-notch client service, ensuring prompt problem resolution and identification of enhancement opportunities.Collaborate with internal and external stakeholders to achieve business...

  • Private Investigator

    2 weeks ago

    Regina, Saskatchewan, Canada Xpera Full time

    About the Role:Xpera Risk Mitigation and Investigation LP is seeking a skilled Private Investigator to join our team in Regina or Saskatoon, Saskatchewan, Canada.As a Private Investigator on our team, you will collaborate with top experts and gain a network of resources. You will work with the latest technology and make exciting connections to solve...

  • Client Service Technician

    2 months ago

    Regina, Canada Air Liquide Full time

    At VitalAire we believe in patient-centered care and innovation. We’re on a mission to help transform healthcare for the better. From advancement and digitization of our tools, products, and systems, to forging meaningful relationships with our patients. VitalAire is Canada’s leading provider of sleep apnea tests, treatments and home oxygen services. We...

  • CPA Designation Opportunities in Audit, Tax, and Private Enterprise Core Services

    3 weeks ago

    Regina, Saskatchewan, Canada KPMG Canada Full time

    OverviewKPMG in Canada is a leading professional services firm that offers a unique opportunity for undergraduate business, commerce, and accounting or finance students to gain valuable experience in audit, tax, and private enterprise core services. As a co-op student, you will work alongside experienced professionals to develop your skills and knowledge in...

  • CPA Designation Opportunities in Audit, Tax, and Private Enterprise Core Services

    3 weeks ago

    Regina, Saskatchewan, Canada KPMG Canada Full time

    OverviewKPMG in Canada is a leading professional services firm that offers a unique opportunity for undergraduate business, commerce, and accounting or finance students to gain hands-on experience in the field of audit, tax, and private enterprise core services. As a co-op student, you will work alongside experienced professionals to develop your skills and...

  • Client Care Representative

    5 months ago

    Regina, Canada Veterinary Mobility Center Full time

    **CLIENT CARE REPRESENTATIVE- FULL TIME POSITION** **BENEFITS**: - Generous Employee Discounts for Products and Services - Health Care Benefits (dental, vision, extended healthcare) - Paid Sick Time (6 Days) - Saskatchewan Pension Plan - NO Weekend Shifts - Monthly Team Building Events - Access to a diverse team with varied experience and knowledge -...