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Virtual Internship: FINANCE & BUSINESS ADMINISTRATION

B150
Closed
George Brown College
George Brown College
Toronto, Ontario, Canada
CB
Courtney Bartholomew
Business Developer-Centre for Business, George Brown College
(1)
3
General
  • Undergraduate; 3rd year
  • 1 learner; teams of 4
  • 360 hours per learner
  • Dates set by experience
  • Learners self-assign
Preferred companies
  • 5 projects wanted
  • Canada
  • Academic experience
  • Any
  • Any
Categories
General Accounting Market research Operations Project management Sales strategy
Skills
competitive analysis project planning sales & marketing business services business consulting
Project timeline
  • January 12, 2021
    Experience start
  • September 12, 2020
    Project Scope Meeting
  • April 24, 2021
    Experience end
Overview
Details

Benefits to your company

The Business Administration – Finance advanced diploma program provides students with the knowledge and skills to work in the financial services sector. The financial services sector continues to grow and adapt to the needs of clients using technology. Studies are poised to successfully work in financial planning, call centre operations, investments and risk management.

*This is a co-op/internship which requires mentorship from a supervisor who is experienced/trained in Marketing.

* Interested employers should contact courtney.bartholomew@georgebrown.ca for information on next steps

*Students are available between January 11th - April 23rd and require a total of 360 hours.

Learner skills
Competitive analysis, Project planning, Sales & marketing, Business services, Business consulting
Deliverables

To be decided with the industry partner and academic internship coordinator.

Project Examples

Students (either individually or in a team) are poised to help your clients take steps to achieve their life goals through an integrated approach to the management of all their financial affairs, including such areas as: • Financial Management – assess the client’s current and future financial position, based upon their cash flow, budget and net worth. • Investment Management – assess the nature of the client’s assets based on their risk tolerance, time horizon and expected rates of return • Retirement Planning – compare the client’s expected lifestyle in retirement to their current retirement assets and planned savings • Tax Planning – assess the client’s current and future tax obligations and strategies employed to minimize or defer taxation • Insurance and Risk Management – manage the client's exposure to an unexpected financial loss due to death, health issues, property damage and other risks. • Estate Planning – assess how the client can meet their objectives upon death in the most efficient and cost-effective manner • Prepare a comprehensive financial plan for a client situation, integrating and prioritizing the activities listed above.

Students' abilities include:

1. Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.

2. Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.

3. Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.

4. Develop and evaluate a financial plan to meet individuals’ and/or organizations’ needs and objectives.

5. Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.

6. Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.

7. Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.

8. Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.

9. Co-ordinate the planning, implementation, management and evaluation of team projects.

Additional company criteria

Companies must answer the following questions to submit a match request to this experience:

Mentorship is required. Employers need to be trained/experienced in finance and willing to provide a supportive learning environment.

Be available for a quick phone call with the instructor to initiate your relationship and confirm your scope is an appropriate fit for the course.

Provide a dedicated contact who is available to answer periodic emails or phone calls over the duration of the project to address students' questions.