Wealth Management Intern

2 days ago

Greater Montreal Metropolitan Area, Canada Manulife Wealth Full time $45,000 - $60,000 per year

Company Description

Manulife Wealth, with over 20 years of experience, helps Canadians achieve financial confidence through tailored advice and strategies for every life stage. As part of Manulife, our global parent company, we benefit from extensive resources and expertise. Serving one in four Canadians, Manulife manages over $1.3 trillion in assets (as of With more than 1,000 independent advisors nationwide, Manulife Wealth is dedicated to helping clients secure their financial future.

Our office Diligence specifically oversees more than $12 billion in assets, providing comprehensive wealth strategies to a diverse range of clients across Canada.

Role Description

This is a full-time, on-site internship opportunity in the Greater Montreal Metropolitan Area. As a Wealth Management Intern, you will work closely with financial professionals to gain hands-on experience in all aspects of the advisory business. You will:

  • Support advisors in financial planning and investment management activities.
  • Conduct research, prepare client reports, and assist in portfolio analysis.
  • Contribute to business development initiatives, including outreach and relationship-building with prospective clients.
  • Provide insights on insurance and financial products to support comprehensive wealth strategies.
  • Engage directly with senior advisors to understand the client acquisition process, from discovery to onboarding.

This role is best suited for individuals who thrive in high-performance environments, demonstrate strong initiative, and are eager to develop communication skills through direct client interaction.

Qualifications

  • Working towards or has completed a degree in a related field (Finance, Business, Economics, or equivalent).
  • Strong knowledge of financial planning and investment concepts.
  • Understanding of portfolio management and capital markets.
  • Familiarity with insurance solutions and their role in wealth management.
  • Exceptional communication, organization, and analytical skills.
  • Demonstrated self-motivation, resilience, and professionalism in client-facing situations.
  • Proficiency with Excel and financial tools/software (e.g., Morningstar, Bloomberg, or CRM platforms) is an asset.
  • Enrollment in or recent completion of a Finance, Economics, or related degree program.
  • Ability to excel in a fast-paced, collaborative, and results-driven team environment.

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