Private Wealth Internship: Growth & Analytics

Manulife; Montreal; Hybrid; CAD 41,000 - 57,000; Part time

Job summary

Manulife Private Wealth is offering an internship for motivated undergraduates to gain hands-on experience in the wealth management industry. You will collaborate with cross-functional teams, contribute to business initiatives, and help deliver innovative wealth solutions that enhance client and advisor experiences.

You will develop skills in data analysis, market research, and presentation development while engaging with senior leaders and stakeholders across Marketing, Compliance, Legal, and

Qualifications

• Currently pursuing a Bachelor’s Degree in Business, Finance or related fields.
• Proficient in Microsoft Office, with emphasis on PowerPoint and Excel.
• Solid understanding of the wealth management industry in Canada.
• Excellent verbal and written communication abilities.
• Strong organizational and time management skills.
• Well-developed quantitative analysis skills.
• Highly proactive, self-motivated, and able to meet tight deadlines.
• Fully bilingual (French/English) to support clients from various jurisdictions outside Quebec.

Responsibilities

• Support growth initiatives and priorities for Manulife's Private Wealth business.
• Assist with projects to grow client base and enhance service offering.
• Contribute to delivering innovative wealth management solutions.
• Work with Marketing, Compliance, Legal and Product to execute initiatives.
• Collect, analyze, and interpret data to generate insights.
• Prepare presentations and reports with findings and recommendations.
• Research Wealth Management and Private Investment Counsel industry trends.

Skills

Verbal and written communication

Quantitative analysis

Time management

Proactive/self-motivated

Bilingual (French/English)

Education

Bachelor's degree in Business or Finance

Tools

Microsoft Office (PowerPoint, Excel)

Job description

Manulife Private Wealth is offering an internship for motivated undergraduates to gain hands-on experience in the wealth management industry. You will collaborate with cross-functional teams, contribute to business initiatives, and help deliver innovative wealth solutions that enhance client and advisor experiences.

You will develop skills in data analysis, market research, and presentation development while engaging with senior leaders and stakeholders across Marketing, Compliance, Legal, and