Enhance your finance skills as a Wealth Investment Intern with Manulife. Support advisors in managing portfolios for clients across Canada and the US while gaining hands-on experience in a hybrid work model.
As an intern, you will assist with day-to-day activities related to managed account programs and collaborate with Investment Advisors. Part of your role includes developing job aids, reviewing investment portfolios, and organizing various projects. Your insights and initiative will help shape the team's success and contribute to your professional growth.
Key Responsibilities:
• Support portfolio management for client accounts
• Develop job aids for Investment Advisors
• Review client investment portfolios using advanced platforms
• Assist with cash flow requests and trade recommendations
• Collaborate on team projects and initiatives
Requirements:
• Enrolled in a post-secondary institution
• Interest in CFA charter program advantageous
• Strong comm...