Description
Required Qualifications
● Pursuing a degree in Finance, Economics, Accounting, or related field.
● Proficiency in Excel and financial modeling; Python or R is a strong plus.
● Strong written communication and analytical thinking.
● Interest in venture capital, equity markets, and emerging technology.
Overview:
Quantum Financial Advisors (QFA) manages over $600 million in client assets, sourcing public and
private products from global leaders including Blackstone, J.P. Morgan, PIMCO, and Cliffwater. As a
Financial Consulting Intern at QFA, you will gain exposure to the advisory side of wealth management
and institutional consulting. This internship offers hands-on experience in client strategy, financial
planning, and business consulting, bridging investment expertise with problem-solving for individuals,
families, and organizations.
Key Responsibilities:
● Support the development of client-facing financial strategies, including retirement, estate, and
cash flow planning.
● Assist in preparing consulting presentations, proposals, and customized financial analyses.
● Conduct research on industry best practices, regulatory changes, and competitive benchmarking.
● Collaborate with consultants and advisors to identify client challenges and craft actionable
solutions.
● Help draft internal strategy documents and frameworks to enhance QFA’s consulting services.
● Attend client meetings and strategy sessions; summarize key action items and insights.
● Contribute to Requests for Proposal (RFPs) and institutional consulting projects, including plan
design and investment menu evaluation.
Areas of Focus:
● Financial Planning & Wealth Strategy
● Institutional Consulting & RFP Development
● Retirement & Benefit Plan Advisory
● Competitive Benchmarking & Market Research
● Risk Management & Regulatory Awareness
● Client Communications & Presentation Development
● Public and Private Investment Product Evaluation
Full-time
Onsite
Smiths Falls,Ontario
