Personal and Corporate Wealth Management - June

SummaryFinance Students abilities may include but are not limited to nor required:Analyze a company's financial statements and calculate major financial ratios including capital dividend accountUnderstand opportunities that exist with corporate and personal tax mitigationmeasure and appraise projects financial feasibility using IRR vs other optionsValuation of corporate shares and how it can effect estate and succession planningPropose the optimal portfolio mix for an investorCalculate the weighted average cost of capitalcomparing financial position with competitorsWhat can our company do for your students?Provide hands on experience dealing with real clients and real situationsLearn how to use AI based financial planning toolsKeep abreast to the advances in FintechUnderstand the value of financial planning adviceAn opportunity for an assistant or associate role within the companyUnderstand why specific solutions are put in place

Personal and Corporate Wealth Management - May

SummaryFinance Students abilities may include but are not limited to nor required:Analyze a company's financial statements and calculate major financial ratios including capital dividend accountUnderstand opportunities that exist with corporate and personal tax mitigationmeasure and appraise projects financial feasibility using IRR vs other optionsValuation of corporate shares and how it can effect estate and succession planningPropose the optimal portfolio mix for an investorCalculate the weighted average cost of capitalcomparing financial position with competitorsWhat can our company do for your students?Provide hands on experience dealing with real clients and real situationsLearn how to use AI based financial planning toolsKeep abreast to the advances in FintechUnderstand the value of financial planning adviceAn opportunity for an assistant or associate role within the companyUnderstand why specific solutions are put in place

Virtual Business Internships

We are looking to launch a new business and would like to involve students in this exciting time to develop a financial business plan. We can provide access to internal documentation other information as needed as well as access to key contacts. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial business plan to present to investors.Project examples and areas for skill development include, but are not limited to:Conduct market researchPrepare and deploy strategic communications as part of a digital marketing planDevelop brand management plansDevelop and implement advertising and promotion campaignsUtilize analytics tools and develop solutions for pressing marketing problemsConsumer research analysisProject ManagementOnline Sales and Marketing StrategyPost-COVID Marketing and Business StrategyDigital Marketing StrategySEO/Data Analytics/Market ResearchMajor Customer Sales StrategyConsulting/AnalysisAccount ManagementProduct ManagementFinancial AnalysisFinancial PlanningSupply Chain Management/AnalysisOperations ManagementBrand ManagementData AnalyticsSocial Responsibility and Sustainability Management and AnalysisImpact Analysis

Personal and Corporate Wealth Management - July

SummaryFinance Students abilities may include but are not limited to nor required:Analyze a company's financial statements and calculate major financial ratios including capital dividend accountUnderstand opportunities that exist with corporate and personal tax mitigationmeasure and appraise projects financial feasibility using IRR vs other optionsValuation of corporate shares and how it can effect estate and succession planningPropose the optimal portfolio mix for an investorCalculate the weighted average cost of capitalcomparing financial position with competitorsWhat can our company do for your students?Provide hands on experience dealing with real clients and real situationsLearn how to use AI based financial planning toolsKeep abreast to the advances in FintechUnderstand the value of financial planning adviceAn opportunity for an assistant or associate role within the companyUnderstand why specific solutions are put in place

LevelUp-Personal and Corporate Wealth Management - May

I am in need of student (s) to work on my 80 hour project. SummaryFinance Students abilities may include but are not limited to nor required:Analyze a company's financial statements and calculate major financial ratios including capital dividend accountUnderstand opportunities that exist with corporate and personal tax mitigationmeasure and appraise projects financial feasibility using IRR vs other optionsValuation of corporate shares and how it can effect estate and succession planningPropose the optimal portfolio mix for an investorCalculate the weighted average cost of capitalcomparing financial position with competitorsWhat can our company do for your students?Provide hands on experience dealing with real clients and real situationsLearn how to use AI based financial planning toolsKeep abreast to the advances in FintechUnderstand the value of financial planning adviceAn opportunity for an assistant or associate role within the companyUnderstand why specific solutions are put in place

Financial Services Consultancy

We are looking to launch a new business and would like to involve students in this exciting time to develop a financial business plan. We can provide access to internal documentation other information as needed as well as access to key contacts. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial business plan to present to investors.The plan should include:Sales forecastingExpense budgetIncome projections (conservative and aggressive)Assets and liabilitiesBreak-even analysisparticipant Details:Represent a variety of disciplines within finance, including, but not limited to, AML, Risk Management, Compliance, Financial Analysis, Project Management, and Retail and Commercial Banking, among others.RBC, TD Bank have hired recent graduates, Scotiabank, CIBC in positions such as Business Analyst, Business Development Representative, Sr. Anti Money Laundering (AML)/ KYC Analyst, Financial Service Representative, and Senior Data Analyst.Sample projects topics include, but are not limited to:New ProductsFinanceRisk, Audit, and ComplianceFraudCustomer ServiceBank ProductsFinancing and LoansMergers and AcquisitionsEquity ResearchInsuranceCapital marketsInvestmentsSpecific examples include, but are not limited to:Assessing a new product entering the marketplace to review internal risk, compliance, and business process implications, including marketing, sales, and customer experience plans.Comparing different service (insurance, software, etc.) providers and curating a recommend selection for your consideration.Analyzing your customer invoicing processes and providing recommendations for improvement

Financial Services Consultancy - May

We are looking to launch a new business and would like to involve students in this exciting time to develop a financial business plan. We can provide access to internal documentation other information as needed as well as access to key contacts. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial business plan to present to investors.The plan should include:Sales forecastingExpense budgetIncome projections (conservative and aggressive)Assets and liabilitiesBreak-even analysisparticipant Details:Represent a variety of disciplines within finance, including, but not limited to, AML, Risk Management, Compliance, Financial Analysis, Project Management, and Retail and Commercial Banking, among others.Have at least five years of experience in financial services.Our highly trained and educated, with over 80% having completed a Master’s Degree.RBC, TD Bank have hired recent graduates, Scotiabank, CIBC in positions such as Business Analyst, Business Development Representative, Sr. Anti Money Laundering (AML)/ KYC Analyst, Financial Service Representative, and Senior Data Analyst.Sample projects topics include, but are not limited to:New ProductsFinanceRisk, Audit, and ComplianceFraudCustomer ServiceBank ProductsFinancing and LoansMergers and AcquisitionsEquity ResearchInsuranceCapital marketsInvestmentsSpecific examples include, but are not limited to:Assessing a new product entering the marketplace to review internal risk, compliance, and business process implications, including marketing, sales, and customer experience plans.Comparing different service (insurance, software, etc.) providers and curating a recommend selection for your consideration.Analyzing your customer invoicing processes and providing recommendations for improvement

Personal and Corporate Wealth Management - August

SummaryFinance Students abilities may include but are not limited to nor required:Analyze a company's financial statements and calculate major financial ratios including capital dividend accountUnderstand opportunities that exist with corporate and personal tax mitigationmeasure and appraise projects financial feasibility using IRR vs other optionsValuation of corporate shares and how it can effect estate and succession planningPropose the optimal portfolio mix for an investorCalculate the weighted average cost of capitalcomparing financial position with competitorsWhat can our company do for your students?Provide hands on experience dealing with real clients and real situationsLearn how to use AI based financial planning toolsKeep abreast to the advances in FintechUnderstand the value of financial planning adviceAn opportunity for an assistant or associate role within the companyUnderstand why specific solutions are put in place