Internship in Wealth Planning Innovation

Join Wellington-Altus as a Wealth Planning Innovation Intern and play a vital role in enhancing wealth planning through AI and automation. This full-time, 4-month role is based in Winnipeg and offers real-world project experience.

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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