Job Description
Join Wellington-Altus as a Wealth Planning Innovation Intern and play a vital role in enhancing wealth planning through AI and automation. This full-time, 4-month role is based in Winnipeg and offers real-world project experience.
As an intern, you will support the Advanced Wealth Planning Group by optimizing workflows and implementing innovative technologies. Your contributions will directly impact service delivery and the efficiency of operations. Collaborating with various teams, you will explore smart tech solutions to support wealth management.
Key Responsibilities:
• Develop automated workflows to enhance operational efficiency
• Implement AI to handle repetitive tasks seamlessly
• Create templates and manage knowledge using generative AI
• Build Power BI dashboards for insightful reporting
• Partner with stakeholders to enhance service delivery
Requirements:
• Background in Business, Finance, or Data Analytics
• Client service or project support exp...
As an intern, you will support the Advanced Wealth Planning Group by optimizing workflows and implementing innovative technologies. Your contributions will directly impact service delivery and the efficiency of operations. Collaborating with various teams, you will explore smart tech solutions to support wealth management.
Key Responsibilities:
• Develop automated workflows to enhance operational efficiency
• Implement AI to handle repetitive tasks seamlessly
• Create templates and manage knowledge using generative AI
• Build Power BI dashboards for insightful reporting
• Partner with stakeholders to enhance service delivery
Requirements:
• Background in Business, Finance, or Data Analytics
• Client service or project support exp...
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