Manulife is a leading international financial services provider, and they are seeking a Wealth Investment Intern for their fall co-op program. The intern will support the management of investment programs and collaborate with various internal teams to ensure the smooth operation of the Wealth Investment Office.
Responsibilities
Support day-to-day activities and projects for portfolio managed account programs, including unified managed accounts and portfolio management activities for our advisors with clients in Canada and the US
Support centrally managed accounts program in response to sub-advisor trade recommendations, client cash flow requests and other managed account overlay activities
Work with team leaders to develop job aids for Investment Advisors on investment and portfolio management related topics
Using cutting edge portfolio management platform to review and calibrate client investment portfolios
Work with Investment Advisors and support the Pathway to Portfolio Management program at Manulife Wealth
Collaborate with and organize senior team members on various projects and initiatives
Other tasks and related activities that arise from shifting priorities
Qualification
Required
Enrollment in a post-secondary institution required
A positive attitude
A curious mind
An ability to share ideas constructively
Strong personal initiative and interpersonal skills
Excellent written and verbal communication skills
General technical proficiency with a focus on core business applications such as Microsoft Office, MS Forms, Excel, PowerPoint
General proficiency with AI platforms
Preferred
Interested in or enrolled in CFA charter program is an asset
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
As part of our co-op program, you will gain early access to Manulife John Hancock’s premier early talent program, GRO, tailored to graduating students! This program is designed to launch your career with the support, structure, and opportunities you need to thrive.
Manulife is a leading international financial services group that helps people make their decisions easier and lives better.
