Intern, Asset Mix & Trading

CC&L Private Capital Ltd. is seeking an Asset Mix Intern to join our PC AMIX team for a minimum of 4-months (September – December 2026).

We offer a challenging, fast-paced work environment with opportunities to learn and growth within CC&L Private Capital Ltd. and affiliated companies. You will be a member of a collaborative, highly detailed and analytical team, responsible for executing and monitoring asset mix trades, supporting the implementation of client investment strategies, and ensuring operational accuracy across a wide range of discretionary portfolios. You will work with Portfolio Managers, Wealth Advisors, and Trading teams to deliver investment execution

What You Will Do

Trade Execution & Oversight

Execute asset mix and cash flow trades in accordance with client SIPs (Statement of Investment Policies)

Support onboarding and restructuring of client portfolios

Work with various teams on reconciliations, client cash flows, pooled fund trading, trade issues, and ad hoc requests

Assist in reconciling flagged accounts and tracking transitions to enhanced strategies.

Manage ad-hoc requests and projects

Participate in internal process improvement initiatives and documentation updates

What You Bring

The Asset Mix Intern position is geared towards students in their third/fourth year of an undergraduate degree with a focus on Finance, Business Administration, Economics or a related field. Or individuals early in their career who are eager to learn and gain experience. We are seeking ambitious and detailed oriented people who are interested in making an impact at CC&L.

In addition to the above, the successful candidate will have

At least one previous work term in a related role

Knowledge and interest in capital markets, financial concepts, and account types (RRSPs, TFSAs, LIRAs, FHSA, Taxable accounts, etc.) Proficiency in MS Suite (Outlook, Word, MS Teams), and especially Excel Strong time management and organizational skills Excellent attention to detail and ability to manage time-sensitive tasks under pressure

Key Competencies

Analytical thinking and problem-solving Clear and professional communication Team-oriented with a client-first mindset Adaptability in a fast-paced, high-volume environment

The salary range for this position is $43,000 - 52,000 CAD 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.

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

CC&L 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.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.