We are a licensed financial services practice that helps individuals and families with
wealth management, investment planning, and financial advisory solutions
.
This
Winter Internship
is designed for undergraduates who want to
make the most of their December break
by gaining
real exposure to the finance and investment industry
. In just 2 weeks, you'll pick up skills, experience, and insights that can add real value to your resume -- with the possibility of progressing into a longer-term apprenticeship for outstanding candidates.
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.