Private Wealth Summer Intern 2022 (2 openings)

Jobinhalt

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

This opportunity is flexible for a hybrid intern based out of Toronto, Montreal or Calgary.

We are looking for a talented and enthusiastic undergraduate student for a Summer Internship position with our Private Wealthteam in Toronto, Ontario, Canada. This internship position is designed for undergraduate students who have an interest in investing. The internship will last approximately 12 weeks.

If you are eager for new challenges and you value diverse perspectives in a global environment, there’s a place for you at Franklin Templeton this summer.

What is the Private Wealth team responsible for?

Institutional Client Service Team services all the institutional clients as well as consultants in Canada. Our institutional clients are invested in multiple strategies including customized mandates.

What are the responsibilities of the Summer Intern?

The Successful Candidate Will Have The Opportunity To

This internship offers a unique opportunity to learn about private wealth from an industry leader.

• Assist Private Wealth and High Net Worth groups with various projects such as Customer Relationship Management (CRM) clean up, Client Account Maintenance, data entry/filing support and ad hoc projects.
• Automating client accounts and data feeds, revision of client deck support.
• Supporting Private Client Service Associates and Wealth Counselor on client requests.
• Provide ad-hoc support to the rest of the team.
  

What ideal qualifications, skills & experience would help someone to be successful?

• Rising undergraduate student in his/her second or third year of university
• Keen interest in developing a career in financial services
• Proficient computer skills and highly proficient at MS Excel
• Experience in Automation and programing
• Strong verbal and written communication as well as presentation skills
• Solid analytical skills and attention to detail
• Eagerness to learn and a desire to be a team player
• Ability to work Independently
• Flexibility and willingness to perform various ad-hoc assignments
  

What makes Franklin Templeton unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Franklin Templeton”.

Franklin Templeton is an Equal Opportunity Employer. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.