Intern, Private Client Service
5 days ago
**Intern, Private Client Service** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **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 September to December 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 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 $155 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-SM2 #LI-Hybrid
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Private Client Service Associate
2 weeks ago
Toronto, Canada Connor, Clark & Lunn group Full timePosition: Private Client Service Associate Location: Toronto, Ontario Job Id: 2211 # of Openings: 0 Private Client Service Associate Toronto, ON Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to...
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Private Client Service Associate
2 weeks ago
Toronto, Canada Connor, Clark & Lunn group Full timePosition: Private Client Service Associate Location: Toronto, Ontario Job Id: 2211 # of Openings: 0 Private Client Service Associate Toronto, ON Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to...
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Private Client Service Associate
2 weeks ago
Toronto, Canada Connor, Clark & Lunn group Full timePosition: Private Client Service Associate Location: Toronto, Ontario Job Id: 2211 # of Openings: 0 Private Client Service Associate Toronto, ON Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to...
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Private Client Services Coordinator
3 days ago
Toronto, Canada CI Financial Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB...
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Private Client Services Specialist
4 weeks ago
Toronto, Canada CI Financial Full timeCI Financial seeks a Private Client Services Coordinator to enhance client satisfaction through exemplary service and support. This entry-level role involves managing client inquiries, fostering strong internal relationships, and assisting in various projects. Candidates should exhibit strong communication and problem-solving skills, with a preference for...
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Private Client Services Specialist
3 weeks ago
Toronto, Canada CI Financial Full timeCI Financial seeks a Private Client Services Coordinator to enhance client satisfaction through exemplary service and support. This entry-level role involves managing client inquiries, fostering strong internal relationships, and assisting in various projects. Candidates should exhibit strong communication and problem-solving skills, with a preference for...
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Private Client Services Specialist
3 weeks ago
Toronto, Canada CI Financial Full timeCI Financial seeks a Private Client Services Coordinator to enhance client satisfaction through exemplary service and support. This entry-level role involves managing client inquiries, fostering strong internal relationships, and assisting in various projects. Candidates should exhibit strong communication and problem-solving skills, with a preference for...
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Private Client Service Associate
2 weeks ago
Toronto, Canada Connor, Clark & Lunn Financial Group Full time**Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...
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Private Client Service Associate
1 week ago
Toronto, Canada Connor, Clark & Lunn Financial Group Full time**Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...
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Private Client Services Coordinator
3 weeks ago
Toronto, Canada CI Financial Full timeJoin to apply for the Private Client Services Coordinator role at CI FinancialContinue with Google Continue with GoogleJoin to apply for the Private Client Services Coordinator role at CI FinancialAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work,...
