Indigenous Recruitment Opportunity - Intern, Private Wealth (Fall 2026)

About the role#

This internship provides an opportunity for an Indigenous student or recent graduate to gain hands-on experience within the Private Wealth team. Working alongside Investment Counsellors, you will support administrative and project tasks related to client servicing and portfolio management. This role is designed as a learning-focused position for those interested in exploring career paths within the financial services industry.

What you'll do#

• Support administrative tasks related to client servicing, reporting, and account maintenance.
• Assist with the preparation of client materials, portfolio documentation, and meeting follow-ups.
• Maintain and update client records and contact information within the CRM system.
• Liaise between internal teams, including compliance, accounting, operations, and marketing, to support ongoing initiatives.
• Contribute to special projects and research assignments as needed.
• Provide general administrative and ad-hoc support to the Private Wealth team.

What you'll need#

• Currently enrolled in, or recently graduated from, a bachelor's degree program (majors in Finance, Business Administration, Economics, Accounting, or Mathematics preferred).
• Open to Indigenous students or recent graduates from any educational background.
• Interest in learning about investment management or financial services.
• Strong attention to detail, organization, and follow-through.
• Proficiency in Microsoft Office tools, including Excel, PowerPoint, Word, and Outlook.
• Strong written and spoken English proficiency.
• A collaborative spirit and willingness to take initiative.

Location & details#

• Location: Toronto, Ontario.
• Term: Fall 2026 (4-month duration, with possibility of extension).
• Work Modality: Hybrid (4 days in-office per week).
• Employment Type: Full-time, paid internship.