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Internship in Wealth Planning Innovation
Job in
Winnipeg, Manitoba, A3C, Canada
Listed on 2026-06-16
Listing for:
Wellington-Altus Financial Inc.
Full Time, Apprenticeship/Internship
position Listed on 2026-06-16
Job specializations:
-
IT/Tech
Data Analyst, Business Systems/ Tech Analyst
Job Description & How to Apply Below
As an intern, you will support the Advanced Wealth Planning Group by optimizing workflows and implementing innovative technologies. Your contributions will directly impact service delivery and the efficiency of operations. Collaborating with various teams, you will explore smart tech solutions to support wealth management.
Key Responsibilities:
• Develop automated workflows to enhance operational efficiency
• Implement AI to handle repetitive tasks seamlessly
• Create templates and manage knowledge using generative AI
• Build Power BI dashboards for insightful reporting
• Partner with stakeholders to enhance service delivery
Requirements:
• Background in Business, Finance, or Data Analytics
• Client service or project support experience preferred
• Proficient in Microsoft Office applications
• Familiarity with data visualization tools like Power BI
• Strong interest in AI technologies and data handling
Drive innovation in wealth planning at Wellington-Altus and gain valuable experience.
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Position Requirements
Less than 1 Year
work experience
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