Financial Planning Internship Position
Job Description
Herr Wealth Management is a family-owned financial planning organization that focuses on helping our clients achieve their important financial goals. We provide our clients with holistic financial plans with the information they need to make decisions confidently. Financial planning internship position: Herr Wealth Management is looking to hire an intern for the summer of 2023. Applicants should have an interest in financial planning and working with clients. The role will involve\'s: Helping prepare financial plans for annual reviews. Working to build investment and insurance proposals. Conducting research as required for team. Interacting with clients The HWM team is looking for someone to join the team permanently as a salaried financial planning junior associate to support the team working with its clients. There is the opportunity for a permanent position to come from this internship. Qualifications 1.Have an undergraduate university degree 2. Be enrolled in a financial planning certificate program or working towards a certified financial planning certification. 3. Ability to use excel Job Type: Internship / Co-op
Contract length: 4 months Salary: From $16.00 per hour Flexible Language Requirement:
- French not required
- Monday to Friday
- Guelph, ON: reliably commute or plan to relocate before starting work (required)
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Job Detail
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Job IdJD2159081
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationGuelph, ON, Canada
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EducationNot mentioned