Wealth Planning Innovation Intern (4 Month Term)

Wealth Planning Innovation Intern

Term: 4 Months

Location: This posting is for an existing vacancy in Wellington-Altus’ Winnipeg office; applications from outside Manitoba will be considered as well.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

*Investment Executive 2025 Brokerage Report Card.

The opportunity:

Reporting to the Associate Vice-President, Advanced Wealth Planning the Wealth Planning Innovation Intern will play a key role in supporting and advancing the team's use of AI, automation, and technology to improve planning efficiency and service delivery. This role contributes to AI-driven initiatives designed to streamline AWPG operations, enhance knowledge management, and strengthen data and reporting capabilities across the team.

Working closely with the Advanced Wealth Planning Group and cross-functional partners, the Wealth Planning Innovation Intern will help explore and implement smart technologies that reduce manual effort and enable scalable, insight-led operations.

This internship offers a unique opportunity to shape the future of wealth planning service delivery through applied AI, automation, and data analytics, with hands‑on experience on real‑world projects that support team leadership and drive meaningful operational outcomes.

Key responsibilities include:

Automation & Workflow Optimization

• Identify recurring inquiries and process bottlenecks, and develop automated workflows to improve efficiency and reduce manual effort.
• Apply AI and automation tools (including Microsoft Copilot) to eliminate manual, repetitive tasks, streamline responses to plan inquiries, and generate actionable insights.
• Document and promote best practices in AI tool usage and prompt engineering to support effective adoption across AWPG.

Knowledge & Content Management

• Utilize generative AI capabilities to design templates, summaries, and dashboards that drive consistency and support informed decision‑making across AWPG.
• Document and promote best practices in prompt engineering, including training staff to support effective adoption of Microsoft Copilot across AWPG.
• Develop and maintain an organized SharePoint directory of AWPG reference materials, leveraging AI tools to enhance content structure, tagging, and searchability.
• Manage the full lifecycle of AWPG thought leadership content, leveraging Microsoft Copilot to support content creation, updates, review cycles, and continuous improvement.

Analytics & Reporting

• Design and develop Power BI data models and dashboards to support executive reporting and AWPG planning.
• Support strategic AWPG initiatives by collecting, analyzing, and presenting data from multiple sources (e.g., plan tracker, website analytics, Conquest, mailbox, SharePoint) to report on business outcomes.
• Enable leaders to track progress against service delivery goals and identify trends, opportunities, or early indicators of risk.

Operations & Service Excellence

• Partner with cross‑functional stakeholders (IT, Finance, Marketing) to implement integrated solutions and support AWPG initiatives.
• Support the evolution of AWPG service delivery toward proactive, insight‑led, and digitally enabled operations.

Collaboration & Support

• Perform additional AWPG support responsibilities as required.

The ideal candidate will possess:

• Currently enrolled in or recently graduated from a program in Business, Finance, Data Analytics, Computer Science, or related field.
• Some experience in a client‑service, operational, or project support role is an asset.
• Previous internship or co‑op experience in financial services, wealth management, or a related field is an asset.
• Strong proficiency in Microsoft Office (Excel, PowerPoint, Word).
• Familiarity with Power BI or other data visualization tools is an asset.
• Basic knowledge of programming languages (e.g., Python, SQL, or VBA) is an asset.
• Strong interest in AI tools and prompt engineering, with a practical orientation toward real‑world use cases.
• An ability to craft effective prompts for Microsoft Copilot to deliver accurate and actionable outputs.
• Capable of managing multiple tasks and meeting deadlines in fast‑paced environments.
• Proactive and eager to learn, with a drive to improve systems and processes.
• Committed to delivering exceptional service with a positive attitude.
• Detail‑oriented, with a strong sense of ownership and accountability.
• Effective problem‑solver with strong organizational skills.
• Adaptable and resilient in ambiguous, high‑pressure situations.
• Excellent critical thinking, written, and verbal communication skills.
• An ability to maintain the highest levels of confidentiality.

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.