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Added 6 mins ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 6 mins ago
BT
Senior Tax Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
We are looking for a Senior Tax Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 1 hour ago
BC
Marketing Specialist
BIOAGRINEC CONSULTING & RECRUTEMENT
Canada
- Full-time
Career progression into Senior Marketing Specialist, Marketing Manager, Brand Manager, Growth Marketing Manager, or Head of Marketing roles.
Added 1 hour ago
SC
Test Analyst
Sustainability consulting
Canada
- Full-time
Career progression into Senior Test Analyst, QA Engineer, Automation Engineer, QA Lead, or QA Manager roles.
Added 1 hour ago
SC
Operations Analyst - Entry to Mid Level
Sustainability consulting
Canada
- Full-time
Career progression into Senior Operations Analyst, Business Analyst, Operations Manager, Strategy Analyst, or Process Improvement roles.
Added 3 hours ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
Pillar 5 brings together several initiatives and projects involving business, financing, credit, operations, technology, data and transformation teams. You work closely with the Pillar 5…
Added 4 hours ago
HB
Operations Analyst - Entry to Mid Level
Hi-Tech Business Hub
Canada
- Full-time
Career progression into Senior Operations Analyst, Business Analyst, Operations Manager, Strategy Analyst, or Process Improvement roles.
Added 4 hours ago
MH
Land Development Manager
Mattamy Homes
Ottawa, ON
- Full-time
The Land Development Manager is responsible for development projects from beginning to end while utilizing Mattamy resources effectively and managing projects through internal and external…
Added 4 hours ago
C
Director, Client Support
CIBC
Toronto, ON
- Full-time
As the Director, Client Support in Business Banking, you'll lead a team of Manager Advisory Services (MASs) who oversee Financial Services Associates (FSAs) delivering both lending and…
Added 5 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 5 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 5 hours ago
CG
Senior Manager, Cybersecurity Technology Transformation Services
Cyberium Group
Richmond, BC
- Part-time
We are looking for a Senior Manager, Cybersecurity Technology Transformation Services who will lead and deliver complex cybersecurity engagements across both assessment and implementation…
Added 6 hours ago
ES
Senior Systems Architect
Euna Solutions
Oakville, ON
- Full-time
…the portfolio runs on, and this role owns that foundation. As Senior Architect, you will define the standards, patterns, and technical direction for cloud infrastructure, identity,…
Added 8 hours ago
A
Account Director / Senior Account Manager (Vancouver, Toronto, LA)
Akcelo
Vancouver, BC
- Contract
Akcelo is looking for an Account Director / Senior Account Manager who is available for an immediate start to join our Vancouver or LA team.
Added 10 hours ago
A
Senior Manager, Business Human Resources - Allergan Aesthetics (18 month contract)
AbbVie
Markham, ON
- $134,000 to $184,000 CAD / year
- Contract
AbbVie Canada is seeking a Senior Manager, Business Human Resources to join our HR team.
Added 10 hours ago
LS
Bilingual Manager, Events & Engagement - Permanent - 19624
LRO Staffing
Ottawa, ON
- Full-time
LRO Staffing is partnering with a well-established national member-based organization to recruit a Manager, Events & Engagement for a full-time, permanent opportunity in Ottawa. This is an…
Added 10 hours ago
CH
Operations Portfolio Manager
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Reporting to the Vice President, the Corporate Services Manager, Mental Health and Addictions is a strategic partner who helps turn complex ideas and operational priorities into clear,…
Added 11 hours ago
BH
Senior Manager, Pharmacy Operations
Bayshore HealthCare
Markham, ON
- Full-time
Prepare regular reports on operational performance, compliance, and business development metrics for senior leadership.
Added 11 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 11 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 11 hours ago
Y
Manager, PMO & Strategic Initiatives
YouPotential
Toronto, ON · Greater Toronto Area, Canada
- Full-time
You'll report to the Director, Operational Effectiveness & Communications, and work closely with the COO, senior leaders and teams across Marketing, Engineering, Core Admin and Client…
Added 12 hours ago
T
Elevated Support Senior Specialist
Teleperformance
Toronto, ON · TPCA Toronto
- $23.43 CAD / hour
- Full-time
TP is a worldwide leader in client experience management and contact center business process outsourcing. With more than 500,000 employees, development of an efficient and responsible…
Added 12 hours ago
Project Manager - Calgary
Strategic Group
Calgary, AB
…anyone else in the country. This focus is a driving force in our development business and reflects our commitment to creatively reimagining what’s…
Added 13 hours ago
K
Manager, Financial Services-Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
As a Manager in our Financial Services, Wealth and Asset Management practice, you will support the planning and management of client engagements, lead key workstreams, contribute to the…
Added 14 hours ago
Mine Planning Manager
Amrize
Mississauga, ON
The Resource and Mine Planning Manager will be responsible for accurately assessing and estimating Central Canada’s reserves and resources, ensuring annual reporting and filings meet SEC…

The Co-operators - Alfonsi-Torosantucci Insurance Ltd

Wealth Manager

Hamilton, ON, Canada

Internship

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Job details

Job type: Internship
Apply by: Dec 6, 2026
Posting language: English
Posted: Nov 6, 2026

Original job description

Company Description The Co-operators - Alfonsi-Torosantucci Insurance Ltd is an insurance agency located at 236 Pritchard Road in Hamilton, Ontario, Canada. As part of The Co-operators network, the office provides clients with a range of insurance and financial services tailored to individual and business needs. Team members work closely with the local community, helping clients protect their assets and plan for the future. The workplace environment emphasizes client-centered service, professionalism, and collaborative problem-solving.

Role Description This on-site Wealth Manager internship role is based in Hamilton, ON and focuses on supporting clients with their financial planning and wealth management needs. Day-to-day tasks include assisting with the development of personalized financial plans, helping evaluate investment options, and supporting the review and monitoring of client portfolios. The intern will collaborate with senior advisors to prepare client reports, conduct product and market research, and ensure documentation is accurate and compliant with internal guidelines. The role also includes participating in client meetings, learning to identify insurance and investment solutions that align with clients’ goals, and contributing to a positive and professional client experience. This is a structured internship position designed to provide hands-on exposure to wealth management and insurance-based financial solutions.

Qualifications

Ability to apply knowledge of financial planning and general finance concepts to support client-focused wealth strategies.
Foundational understanding of investment management and investments, including risk, return, and diversification principles.
Interest in insurance-based financial solutions and willingness to learn how insurance can support long-term financial goals.
Strong analytical, research, and numerical skills, with attention to detail and accuracy in documentation.
Effective communication and interpersonal skills, with the ability to build trust and work collaboratively with clients and colleagues.
Proficiency in common office software (e.g., spreadsheets, presentation tools) and comfort working with financial data.
Enrollment in or completion of a post-secondary program in finance, business, economics, or a related field is an asset.
Demonstrated integrity, professionalism, and a client-service mindset, with an interest in developing a career in wealth management.

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More about this job

Responsibilities

Assist with personalized financial plans, investment evaluations, and client portfolio reviews while collaborating with senior advisors. Prepare client reports, conduct product and market research, maintain accurate compliant documentation, and participate in client meetings to support a positive client experience.

Requirements

Applicants should have foundational knowledge of financial planning, finance, investment management, and insurance-based solutions, along with strong analytical, numerical, communication, and interpersonal skills. Enrollment in or completion of a post-secondary program in finance, business, economics, or a related field is an asset; professionalism, integrity, and a client-service mindset are also expected.

Skills

Financial Planning
Wealth Management
Investment Management
Investment Analysis
Portfolio Monitoring
Risk Assessment
Diversification
Insurance Solutions
Financial Research
Market Research
Analytical Skills
Numerical Skills
Attention to Detail
Client Communication
Documentation Compliance
Office Software

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
Investment Management
Investments
Risk
Return
Diversification
Insurance-Based Financial Solutions
Financial Plans
Investment Options
Client Portfolios
Client Reports
Product Research
Market Research
Financial Data
Documentation
Compliance
Client Meetings
Client Service
Spreadsheets
Presentation Tools
Finance
Business
Economics

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