Advanced Wealth Planning Intern at Wellington-Altus

Embark on a unique journey with Wellington-Altus as an Advanced Wealth Planning Intern focused on innovation through AI and automation. This 4-month full-time internship is based in Winnipeg, MB.
In this dynamic role, you’ll contribute to advanced wealth planning initiatives, enhancing service delivery while leveraging cutting-edge technology. Collaborate with a team to identify bottlenecks and optimize workflows using AI tools. Gain significant hands-on experience while supporting various operational projects that shape the organization's future.

Key Responsibilities:

• Identify process inefficiencies and automate workflows

• Utilize AI for improved operational processes

• Develop well-structured knowledge management resources

• Create analytical dashboards and reporting models

• Collaborate with cross-functional teams for streamlined operations
Requirements:

• Enrolled in or recently graduated from related fields

• Relevant experience in client support or financial services is beneficial

• Proficiency in Microsoft Office required

• Basic knowledge of programming languages is a plus

• Strong enthusiasm for AI tools and process optimization
Your innovative spirit will drive impactful change at Wellington-Altus in this internship role.
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