Wealth Management Intern supporting sales team with activity management and case support in Montreal Office. Requires bilingualism and post-secondary education in Commerce or related field.
Responsibilities
Work closely with the external wholesaler and inside wholesaler.
Manage activity for the territory.
Support on wholesale opportunities.
Report on Salesforce opportunities and activity management.
Provide general administrative support.
Requirements
Currently enrolled at a recognized Canadian college or university or have graduated within the past eight months.
Complete or in the process of completing a post-secondary education in Commerce or a related degree.
Completing, completed, or are strongly motivated to complete their CSC/IFIC certification.
Experience in sales, hospitality or other client-facing roles.
Bilingualism (fluent in French and English) required.
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