Winter Finance

**About Us**

We are a licensed financial services practice that helps individuals and families with **wealth management, investment planning, and financial advisory solutions**.

**What You’ll Do**
- Assist with preparing **client reports, presentations, and investment-related materials**.
- Support client servicing activities such as scheduling and follow-ups.
- Gain exposure to **investment research, financial planning concepts, and advisory processes**.
- Participate in short projects that give you insights into wealth management operations.

**Who We’re Looking For**
- Current undergraduate student from a local university (all disciplines welcome; interest in **finance, business, or investments** a plus).
- Eager to learn, proactive, and professional in communication.
- Organized, detail-oriented, and comfortable handling both operational and client-facing tasks.
- Strong interpersonal skills and confidence when reaching out to people.
- Available for **2 weeks in December (winter break)**.

**What You’ll Gain**
- **Resume-enhancing experience** in the **finance and investment industry**.
- Practical exposure to **wealth management, investment reports, and client engagement**.
- Insights into **financial advisory processes** that go beyond classroom learning.
- Mentorship and guidance from experienced financial professionals.
- Potential progression into a **longer-term apprenticeship** for selected interns.

**Compensation & Benefits**
- Internship allowance provided.
- 2-week structured program during the December break.
- Apprenticeship opportunities for high-performing interns.

**How to Apply**:
Submit your **resume and a short note** about your availability in December and why you’d like to gain finance and investment exposure during your winter break.

**Job Types**: Contract, Internship, Student job
Contract length: 2 weeks

Pay: $1,600.00 per month

**Benefits**:

- Professional development

Work Location: In person