Intern, Strategy & Change Management

Connor, Clark & Lunn Financial Group


Date: 1 week ago
City: Toronto, ON
Contract type: Full time

Connor, Clark & Lunn Private Capital Ltd.

CC&L Financial Group is seeking an Intern to join our Strategy & Change Management Team for a 4-month term (May - August 2025).

What do we offer a Private Client Intern?

A dynamic, fast-paced work environment where opportunities for learning and growth are abound. The Intern, Strategy & Change Management plays a key role in supporting strategic projects across Connor, Clark & Lunn Private Capital, providing market, competitive and customer intelligence, building relationships with key stakeholders, and supporting the strategic planning process.

Primary Areas of Support

Strategic and Change Management Advisory Services

  • Support strategy development, including research, analysis, and compelling strategic recommendations that solve business problems.
  • Gather data and perform financial analyses to identify opportunities and diagnose issues.
  • Create financial models to assess future state financial benefits/costs.
  • Contribute to problem-solving sessions, workshops, and interviews with cross-functional and business line working team members and subject matter experts.
  • Collaborate with key internal and external stakeholders to support the achievement of deliverables and overall objectives.

Market, Customer, and Competitive Assessment

  • Provide key market, customer, and competitive assessments for the overall Wealth and Financial Services industry, as well as specific project needs, including:
    • Key industry trends impacting the Wealth and Financial Services industry, including regulatory, customer, geographical, and innovation trends.
    • Key competitive insights, including robust benchmarking of key performance metrics that help surface gaps/opportunities.
  • Review and generate insights using other internal reports.
  • Champion a client-focused culture to deepen client relationships and leverage broader relationships, systems, and knowledge.

Qualifications and Experience

The Intern, Strategy & Change Management position is geared toward students in their third/fourth year of an undergraduate degree or MBA with a focus on Finance, Business, Engineering, and/or Economics. We are seeking ambitious students with a strong academic track record interested in making an impact in process efficiencies at CC&L.

Requirements

  • At least one previous internship or professional experience in a similar role.
  • Ability to deliver results in a fast-paced, challenging, and dynamic business environment.
  • Strong interpersonal skills, leadership, and influential capabilities.
  • Strong planning and analytical skills, ability to discern research information/data and focus on critical business issues.
  • Strong presentation and written communication skills.
  • Proficiency in MS Excel.
  • Strong knowledge of other MS Office products including Word and PowerPoint.

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

About Connor, Clark & Lunn Financial Group

At CC&L 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 make an impact.

With over 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 manage over $133 billion in client assets, offering a diverse range of investment products and solutions.

Connor, Clark & Lunn Private Capital is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations, and endowments.

We are committed to creating a diverse and inclusive environment and are 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.

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