Wealth Planning Innovation Intern; Term

Job Category :
Advisor Support

Requisition Number : WEALT

• Full-Time

Showing 1 location

Winnipeg, MB , CAN

Term: 4 Months

Location: This posting is for an existing vacancy in Wellington-Altus’ Winnipeg office; applications from outside Manitoba will be considered as well.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.

-the top-rated
* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

* Investment Executive 2025 Brokerage Report Card.

The opportunity:

Reporting to the Associate Vice-President, Advanced Wealth Planning the Wealth Planning Innovation Intern will play a key role in supporting and advancing the team's use of AI, automation, and technology to improve planning efficiency and service delivery. This role contributes to AI-driven initiatives designed to streamline AWPG operations, enhance knowledge management, and strengthen data and reporting capabilities across the team.

Working closely with the Advanced Wealth Planning Group and cross-functional partners, the Wealth Planning Innovation Intern will help explore and implement smart technologies that reduce manual effort and enable scalable, insight-led operations.

This internship offers a unique opportunity to shape the future of wealth planning service delivery through applied AI, automation, and data analytics, with hands‑on experience on real‑world projects that support team leadership and drive meaningful operational outcomes.

Key responsibilities include:

Automation & Workflow Optimization

• Identify recurring inquiries and process bottlenecks, and develop automated workflows to improve efficiency and reduce manual effort.
• Apply AI and automation tools (including Microsoft Copilot) to eliminate manual, repetitive tasks, streamline responses to plan inquiries, and generate actionable insights.
• Document and promote best practices in AI tool usage and prompt engineering to support effective adoption across AWPG.

Knowledge & Content Management

• Utilize generative AI capabilities to design templates, summaries, and dashboards that drive consistency and support informed decision‑making across AWPG.
• Document and promote best practices in prompt engineering, including training staff to support effective adoption of Microsoft Copilot across AWPG.
• Develop and maintain an organized SharePoint directory of AWPG reference materials, leveraging AI tools to enhance content structure, tagging, and searchability.
• Manage the full lifecycle of AWPG thought leadership content, leveraging Microsoft Copilot to support content creation, updates, review cycles, and continuous improvement.

Analytics & Reporting

• Design and develop Power BI data models and dashboards to support executive reporting and AWPG planning.
• Support strategic AWPG initiatives by collecting, analyzing, and presenting data from multiple sources (plan tracker, website analytics, Conquest, mailbox, SharePoint) to report on business outcomes.
• Enable leaders to track progress against service delivery goals and identify trends, opportunities, or early indicators of risk.

Operations & Service Excellence

• Partner with cross-functional stakeholders (IT, Finance, Marketing) to implement integrated solutions and support AWPG initiatives.
• Support the evolution of AWPG service delivery toward proactive, insight‑led, and digitally enabled operations.
• Perform additional AWPG support responsibilities as required.

The ideal candidate will possess:

• Currently enrolled in or recently graduated from a program in Business, Finance, Data Analytics, Computer Science, or related field.
• Some experience in a client‑service, operational, or project support role is an asset.
• Previous internship or co‑op experience in financial services, wealth management, or a…