This internship opportunity is ideal for students who want to learn more about financial planning, client relationships, entrepreneurship, and the business side of wealth management. As an intern, you’ll gain practical exposure to how a financial planning practice operates, how client relationships are built, and how financial planners help individuals and families plan for their future.

You’ll work under the supervision of a Wealth Advisor and may be involved in a variety of activities related to client service, practice management, financial planning support, and business development.

This is a full-time winter term position (January to April 2027) requiring 37.5 hours per week, Monday through Friday. Candidates must be eligible to work full-time for the entire duration of the program.

The expected annual base salary range (prorated for the term) for this role is $49,000 - $51,000, which is determined based on year of study, geographic location and candidate’s skills, knowledge and experience. In addition to base salary, this role is eligible for paid time off.