Winter Co-op 2027 - Wealth Investment Office Intern

What you'll do

• Research investment products and support portfolio management for Canadian and US clients.
• Assist with investment operations, governance, and documentation for managed account programs.
• Create advisor-facing content and use AI tools to improve research and workflows.

What they're looking for

• Current enrollment in a post-secondary institution.
• Strong communication skills and proficiency in Microsoft Office and AI platforms.
• Initiative, curiosity, and interest in the CFA charter program.

Pay and perks

• Salary range of $44,900 CAD to $52,700 CAD, pro-rated for the term.
• Hybrid work arrangement.