Business & Finance Intern
Project scope
Categories
Accounting Data analysis Market researchSkills
financial planning finance research customer relationship managementWe're looking for a student who can help us with the following:
- Gather the info about the client's assets
- Interview the clients to get the information
- Use the financial planning software to provide projections
- Populate and prepare the reports for the clients
- Thorough research into our clientele on demographics
We're looking for someone with the knowledge of finance. A bonus if they are proficient in statistics and can use the CRM. This position is currently unpaid.
About the company
Iqbal Amiri joined the financial services industry in 1991, beginning his career working for a multi-national insurance carrier. He then progressed in founding his own wealth management company AMIRI Wealth Management Inc. in 1999, of which he is the President. His practice reaches AB and ON, primarily focusing on investments & risk management strategies. As continuing education is very important to Iqbal, he completed the LUATC, Life Underwriters' Association Training Course, in 1994. He is a charter member of C.I.E.P.S. and a member of Advocis, Canada's largest association of professional financial advisors. He is also a member of the Estate Planning Council – Edmonton Chapter.