Finance Advisor

A Finance Advisor Internship is available with a Tier 1 Financial Advisory firm specialising in financial planning and advice for retirees. This Finance Advisor internship opportunity provides you the opportunity to join a small to medium size firm offering an internship in Financial Advisory services. If you're a detail-oriented Finance graduate with a passion for investment strategy, portfolio analysis, and client services, this internship in finance will suit you.
Finance Advisor Internship Roles and ResponsibilitiesPerform financial modelling and forecasting of financial statements.Valuing companies and/or assets.Preparing marketing materials for a client pitch to promote investment strategies suited to their needs.Assisting with finance deals and interacting with clients.Checking compliance for each financial plan developed.What you will learn on the Finance Advisor Internship?Comprehensive training that helps develop your technical knowledge in financial planning and advisory services.Analysing real-world financial data and using it effectively.Preparing financial statements, trend analysis and forecasting.How to apply for the Finance Advisor Internship position?To be considered for this finance internship, you need to be a member of the CSA Internship Academy. Career Training, Mentoring & Internship Program Management fees apply to become a member of the CSA Internship Academy.
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