Job Description

JOB TITLE: StudentCo-op / Intern

BRANCH NAME: an independent branch of Assante Financial Management Ltd.

BRANCH LOCATION: Calgary, AB - Near Chinook Mall.

POSTING DATE: February 12, 2025

APPLICATION DEADLINE: March 17, 2025

JOB SCHEDULE: Monday to Friday, 8-hour work days.

TERM DURATION: 4 Months

CONTACT: Jessie Durnin, B. Comm, CFP (JDurnin@assante.com)

About Us:

We are an independent and entrepreneurial Wealth Management Business that provides individuals, families, and small business owners with high-quality investment advice, financial and tax planning advice, as well as insurance and estate planning guidance.

Our Wealth Management Business is licensed through Assante Financial Management, one of the largest Investment and Wealth Management firms in Canada. We encourage you to visit www.Assante.com to find out more about Assante prior to submitting your application.

Our Team consists of 7 team members who service approximately 440 client families and over $450 million in client assets. We were recognized in 2016, 2020, 2021, & 2022 on a National basis by Wealth Professional Magazine as one of the Top 50 Advisor Teams in Canada.

About the Opportunity:

We are seeking a keen individual who is currently enrolled in a post-secondary finance degree program to join our successful Wealth Management Business for a 4-month work term. During this time, you will be responsible for managing daily administrative tasks & facilitating smooth office operations in support of our Financial Advisor(s). You will gain invaluable work experience in a professional Office environment, with the opportunity to obtain further employment within our Team upon graduation.

Primary Responsibilities:

• Assist in the preparation of investment instructions and other administrative paperwork.
• Manage and track various client service requests, ensuring timely responses and follow-ups.
• Process investment transactions and account documentation in a timely and accurate fashion.
• Maintain and organize client files and databases, both physical and electronic.
• Research and help to resolve processing and/or client service issues.
• Collaborate with staff to support office operations, activities, & complete ad-hoc finance-related projects.

Knowledge, Skills, and Attributes:

• You have a strong work ethic and a desire to learn.
• You are detail-oriented with a high degree of focus and attention.
• You have the ability to prioritize as well as keep yourself organized.
• You can work collaboratively with other team members, recognizing your supportive role.
• You can work well independently, at your own initiative and without needing oversight.
• You have excellent and professional communication skills, both written and verbal.
• You are a punctual individual with the ability to reliably commute to/from work everyday.

Eligibility to Apply:

• You are currently enrolled in a Finance degree program at a Canadian post-secondary institution.
• You are available to work for the full duration of the work term (May to August, 2025)
• You are legally entitled to work in Canada, without restriction by way of one of the following: Canadian Citizenship, Permanent Residency, or Valid work permit.

Your application must include your resume, cover letter, and recent transcripts and is to be submitted to: JDurnin@assante.com. Applications completed through automatic submission will not be reviewed, as we are looking for a keen applicant who takes the time to professionally apply.

In your cover letter, please ensure to address the following:

• Your current year of study & anticipated graduation date
• Your current GPA
• Confirmation of your term-length availability
• Why do you want to work for us at Assante Financial Management Ltd.?
• What motivates your passion for the financial planning and advisory industry?

We thank all applicants for their interest but only those selected for an interview will be contacted.

Job Type: Internship / Co-op
Contract length: 4 months

Pay: $20.00-$25.00 per hour

Expected hours: 40 per week

Schedule:

• Monday to Friday

Work Location: In person

Application deadline: 2025-03-17
Expected start date: 2025-05-01