Wealth Management Internship: Investment Counsel Support

Manulife Financial

Montreal

Hybrid

CAD 41,000 - 57,000

Part time

14 days+
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Job summary

Manulife Financial in Canada is offering an Investment Counsel Support Internship to help with reporting, research, presentations, and operations for investment counselling and portfolio management teams. This role is ideal for students interested in wealth management and financial services, with exposure to client service and market analysis.

The program provides hands-on experience, collaboration with peers, and mentorship through Manulife’s internship program.

Qualifications

  • Currently pursuing a bachelor’s degree in business, Finance, Economics, Commerce, Communications, or a related field.
  • Strong interest in wealth management, investments, or financial services.
  • Excellent communication and organizational skills.
  • Strong attention to detail and ability to manage multiple priorities.
  • Proficiency in Microsoft Office, particularly Excel, PowerPoint, and Word.
  • Curious, proactive, and eager to learn in a collaborative environment.

Responsibilities

  • Assist with reporting, data analysis, and business processes initiatives.
  • Support the preparation of client presentations, reports, and meeting materials.
  • Conduct research on market trends, economic developments, and investment-related topics.
  • Maintain client and operational documentation.
  • Collaborate with team members on projects that enhance client experience and operational efficiency.
  • Contribute to special projects and other ad hoc assignments.

Skills

Communication skills
Organizational skills
Analytical thinking

Education

Bachelor’s degree inBusiness/Finance/Economics/Commerce/Communications or related field

Tools

Microsoft Office
Excel
PowerPoint
Word

Job description

Manulife Financial in Canada is offering an Investment Counsel Support Internship to help with reporting, research, presentations, and operations for investment counselling and portfolio management teams. This role is ideal for students interested in wealth management and financial services, with exposure to client service and market analysis.

The program provides hands-on experience, collaboration with peers, and mentorship through Manulife’s internship program.

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