Stage: Consultant Finance H/F Stage: Consultant Finance H/F

4 weeks ago

Edmonton AB, Canada Qube Investment Management Inc. Full time

Anticipated Start Date: January 2026
Qube Investment Management Inc. (QIM) is a registered portfolio management firm (Alberta, British Columbia, & Ontario) that provides valuation-based portfolio management with in-depth integrated tax and financial planning. Combining these, QIM's mission is to make wealth matter .

Qube has offered investment advice under various registrations and incorporations since 2000. We are a growing team of professionals providing an alternative to mass-market investment products. We offer a professionally managed and disciplined investment experience with discretionary portfolio management for those seeking alternatives to mutual funds or brokerage wrap accounts. Our clients include high-net-worth individuals, corporations, institutions, and foundations.

Qube is seeking a Student Financial Planner who will be trained in the foundations of the Certified Financial Planner (CFP) designation. Completing our financial planning bootcamp, the successful candidate will learn the basics of wealth management. Working with our Investment Counsellors to provide tax and financial planning assistance to our clients.

Under the supervision of Qube’s Investment Counsellors, the Student Financial Planner will input and interpret financial data for portfolio reviews, retirement and estate plans, and ad-hoc wealth planning.
Complete quotes and planning for Qube’s insurance clients (life, disability, and critical illness).
Plan for and complete meeting prep for Investment Counsellors.
Assist with client outreach and communications.
Job Location: In office on site (Edmonton)

Retirement Planning Course, Investment Planning Course, and Estate Planning and Law for Financial Planning
~ One-week holiday for 4-month terms and two-week holiday for 8-month terms
~ Healthy(ish) snacks and beverages provided
~ Third or fourth year student at an accredited post-secondary institution in a Finance or Accounting Program (or equivalent)


Please email your application with the subject line Attn: Qube Student Financial Planner, to marina@qubeinvest.Employee candidates will be selected strictly based on an individual’s technical qualifications, knowledge, and experience related to the requirements of a particular position. race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance.

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