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.
