Private Wealth Intern (Calgary)

Position: Summer Intern – Private Wealth

Location: Calgary, Alberta

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.

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

What is the Private Wealth team responsible for?

Private Client Service Team services our high-net worth investors in Canada. Our high-net worth clients are invested in multiple strategies including customized mandates.

What are the responsibilities of the Summer Intern?

This internship offers a unique opportunity to learn about private wealth from an industry leader. The successful candidate will have the opportunity to:

• 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.
• Assist Trust Officer manage client will bank and other trust related duties.
• 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

Ready to make moves? Apply today!

Due to the large volume of applications anticipated, we may not be able to personally contact every applicant. If you are interested in applying to more than one Franklin Templeton internship, please apply for other internships that pique your interest.

Compensation Range: This is a full-time internship where students will work approximately 38 hours per week and earn competitive hourly pay of $22 CAD per hour. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.

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.