Intern, Private Client Operations Connor, Clark & Lunn Private Capital Ltd. Toronto, ON The Position CC&L Private Capital Ltd. is seeking a Private Client Operational Intern to join our Operational Specialist Team for a 4-month term (September-December, 2025) What do we offer a I Private Client Operational Intern? A dynamic, fast-paced work environment where opportunities for learning and growth are abound. You will be a member of a collaborative and operations focused team. This is an opportunity to support our Onboarding Specialist Team with a variety of tasks and experience the documentation, account opening, and compliance cycle first-hand. As a Private Client Operational Intern, you will:

• Ensure all client documentation meets regulatory and compliance requirements.
• Ensure consistent and accurate entry of client information into our CRM database.
• Work in various software environments to enter and maintain data integrity and organize client documentation.
• Provide administrative support and back up as required.

Qualifications and Experience The Private Client Operational Intern position is geared toward students either in their third/fourth year of an undergraduate degree or MBA 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, Word, and Adobe Acrobat.
• Understanding of investment management practice is an asset.

About Connor, Clark & Lunn Financial Group At Connor, Clark & Lunn Financial Group, we understand the value of opportunity – for our clients and our team. 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 $142 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. For a closer look at how you can build your career with us, we invite you to explore www.cclgroup.com. To apply for this position please submit your resume, cover letter and transcript as one PDF. 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. #LI-SM2 #LI-Hybrid

Intern, Operations & Technology

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 Operations & Technology Team for a 4-month term from January to April 2025.

What do we offer an Intern, Operations & Technology?

A dynamic, fast-paced work environment where opportunities for learning and growth are abound. You will be a member of a collaborative and operations-focused team. This is an opportunity to support our Private Client Operations & Technology team with a variety of tasks and experience the Wealth Management cycle first-hand.

As an Intern, Operations & Technology you will:

• Perform data reconciliation, data entry, auditing and compliance for our client portfolios.
• Populate and maintain client data in our internal systems (SF, APX).
• Assist in troubleshooting internal systems and processes and facilitate support tickets.
• Draft documentation for internal processes and identify gaps for improvement.
• Provide ad hoc support to our operations and client services teams as needed.

Qualifications and Experience

The Intern, Operations & Technology position is geared toward students either in their third/fourth year of an undergraduate degree or MBA with a focus on Finance, Business Administration, Engineering 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.
• Strong organizational and time management skills, the ability to multi-task and work autonomously.
• Ability to work independently as well as in partnership with other team members, combined with a positive, can-do attitude.
• Advanced knowledge of MS Suite, especially Excel, PowerPoint, Word and Adobe Acrobat.
• Experience and/or knowledge of JIRA is considered an asset.
• Understanding of private client service and investment management practice is considered an asset.

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

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.

For a closer look at how you can build your career with us, we invite you to explore www.cclgroup.com.

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.

#LI-SM2 #LI-Hybrid

Intern, Operations & Technology 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 Operations & Technology Team for a 4-month term from January to April 2025. What do we offer an Intern, Operations & Technology? A dynamic, fast-paced work environment where opportunities for learning and growth are abound. You will be a member of a collaborative and operations-focused team. This is an opportunity to support our Private Client Operations & Technology team with a variety of tasks and experience the Wealth Management cycle first-hand. As an Intern, Operations & Technology you will:

• Perform data reconciliation, data entry, auditing and compliance for our client portfolios.
• Populate and maintain client data in our internal systems (SF, APX).
• Assist in troubleshooting internal systems and processes and facilitate support tickets.
• Draft documentation for internal processes and identify gaps for improvement.
• Provide ad hoc support to our operations and client services teams as needed.

Qualifications and Experience The Intern, Operations & Technology position is geared toward students either in their third/fourth year of an undergraduate degree or MBA with a focus on Finance, Business Administration, Engineering 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.
• Strong organizational and time management skills, the ability to multi-task and work autonomously.
• Ability to work independently as well as in partnership with other team members, combined with a positive, can-do attitude.
• Advanced knowledge of MS Suite, especially Excel, PowerPoint, Word and Adobe Acrobat.
• Experience and/or knowledge of JIRA is considered an asset.
• Understanding of private client service and investment management practice is considered an asset.

To apply for this position please submit your resume, cover letter and transcript as one PDF. 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. For a closer look at how you can build your career with us, we invite you to explore www.cclgroup.com. 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. #LI-SM2 #LI-Hybrid