Co-op Program (Multi-Departmental Support)
About the role
Who We Are
Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise.
At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talented colleagues on interesting and challenging projects and activities, every employee can make a difference and have a profound impact on our business.
We are a value-based organization with the following core beliefs
All in
Clients come first Trust is earned One Team Innovation answers uncertainty Discipline delivers results
We are committed to providing an environment where all employees are encouraged to reach their highest potential. Please join us in striving to please our clients, in aiming to be the best you can be, and in making our Company a success.
Co-op Program Overview
Are you caught between a love for data-driven growth strategies and a passion for creative corporate communications? You don't have to choose!
The Bellwether's Co-op Program is designed to introduce high-achieving undergraduate students to the fast-paced world of wealth management. This unique role bridges the gap between deep technical data architectures and modern digital marketing strategies. Working closely with our high-performing Corporate Development, Marketing and Operations teams, you will gain highly marketable skills, collaborate across multiple departments, and build a strong professional network.
Key Responsibilities
Business Development & Data Operations Deal Sourcing Support: Assist with the deal sourcing, acquisition, and screening processes. Data Architecture: Support the design, development, and maintenance of internal data pipelines and database structures. Data Integrity: Execute data migration, cleansing, and validation processes to ensure precise business development reporting. Process Automation: Collaborate with the team to identify areas for technical workflow improvements and automation. Documentation: Create and maintain clear documentation for technical workflows and database schema updates.
Marketing & Communications
Content & Social Media: Assist with content planning, creation, and execution across social media, video platforms, and our website. Analytics Tracking: Support digital analytics tracking using tools like GA4, HubSpot, and Google Search Console. Market Research: Conduct competitor and market research to inform content strategy and brand positioning. Collateral & Campaign Support: Assist in refining landing pages, email workflows, and sales collateral for advisors. Event Coordination: Support logistics, materials preparation, and coordination for webinars, corporate events, and PR opportunities. Web Maintenance: Help update and manage the website content library, ensuring brand consistency and accuracy. CRM Clean-Up: Assist with building reporting dashboards and maintaining clean data within CRM and marketing tools. Perform other assigned tasks.
What You Bring (Qualifications)
We are looking for an analytical, proactive, and detail-oriented student who maintains exceptionally high professional standards and a keen desire to learn.
Academic Background: Currently enrolled in a post-secondary co-op program (Computer Science, Data Analytics, Information Technology, or Business/Finance with a strong technical/analytical focus). Academic Excellence: A proven track record of outstanding academic achievement. Technical Skills: Strong technical aptitude with exposure to database management, Excel, and data visualization tools. Experience with CRMs (HubSpot, Salesforce) is a strong asset. Execution & Drive: High energy, a fast learner, and exceptional attention to detail with the ability to manage multiple overlapping projects. Collaborative Spirit: A proactive team player with a "roll-up-the-sleeves" attitude who thrives in a cross-functional environment.
What You Will Gain
Rare Cross-Functional Exposure: Experience bridging the mechanics of corporate deal pipelines, private wealth management, and digital marketing strategy. Data & Systems Expertise: Practical skills in data integrity, CRM management, web analytics, and workflow automation. Professional Mentorship: Receive structured training, continuous coaching, and direct feedback from senior leaders. High-Performing Culture: A collaborative, diverse, and innovative environment driving the growth of a leading wealth management firm.
AI Statement
Bellwether's hiring process may include AI screening for keywords and minimum qualifications. Trained staff review all results and make final decisions.
Bellwether Investment Management Inc. is an equal opportunity employer committed to diversity and inclusion. Disability-related accommodation during the application process is available upon request.
Not the right fit? Search for Co jobs in Oakville, Ontario, Canada
About Bellwether Investment Management
Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours.
We offer holistic financial planning services and disciplined, prudent portfolio management all in one place—an approach that inspires confidence and minimizes the organizational burden on busy families.
For advisors: Partnering with a team of dedicated investment managers will provide a professional experience for your clients while unburdening you of the cash-raising and portfolio re-balancing processes. Our Portfolio Managers look after your clients' portfolios, so you can look after your clients.
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Co-op Program (Multi-Departmental Support)
About the role
Who We Are
Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise.
At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talented colleagues on interesting and challenging projects and activities, every employee can make a difference and have a profound impact on our business.
We are a value-based organization with the following core beliefs
All in
Clients come first Trust is earned One Team Innovation answers uncertainty Discipline delivers results
We are committed to providing an environment where all employees are encouraged to reach their highest potential. Please join us in striving to please our clients, in aiming to be the best you can be, and in making our Company a success.
Co-op Program Overview
Are you caught between a love for data-driven growth strategies and a passion for creative corporate communications? You don't have to choose!
The Bellwether's Co-op Program is designed to introduce high-achieving undergraduate students to the fast-paced world of wealth management. This unique role bridges the gap between deep technical data architectures and modern digital marketing strategies. Working closely with our high-performing Corporate Development, Marketing and Operations teams, you will gain highly marketable skills, collaborate across multiple departments, and build a strong professional network.
Key Responsibilities
Business Development & Data Operations Deal Sourcing Support: Assist with the deal sourcing, acquisition, and screening processes. Data Architecture: Support the design, development, and maintenance of internal data pipelines and database structures. Data Integrity: Execute data migration, cleansing, and validation processes to ensure precise business development reporting. Process Automation: Collaborate with the team to identify areas for technical workflow improvements and automation. Documentation: Create and maintain clear documentation for technical workflows and database schema updates.
Marketing & Communications
Content & Social Media: Assist with content planning, creation, and execution across social media, video platforms, and our website. Analytics Tracking: Support digital analytics tracking using tools like GA4, HubSpot, and Google Search Console. Market Research: Conduct competitor and market research to inform content strategy and brand positioning. Collateral & Campaign Support: Assist in refining landing pages, email workflows, and sales collateral for advisors. Event Coordination: Support logistics, materials preparation, and coordination for webinars, corporate events, and PR opportunities. Web Maintenance: Help update and manage the website content library, ensuring brand consistency and accuracy. CRM Clean-Up: Assist with building reporting dashboards and maintaining clean data within CRM and marketing tools. Perform other assigned tasks.
What You Bring (Qualifications)
We are looking for an analytical, proactive, and detail-oriented student who maintains exceptionally high professional standards and a keen desire to learn.
Academic Background: Currently enrolled in a post-secondary co-op program (Computer Science, Data Analytics, Information Technology, or Business/Finance with a strong technical/analytical focus). Academic Excellence: A proven track record of outstanding academic achievement. Technical Skills: Strong technical aptitude with exposure to database management, Excel, and data visualization tools. Experience with CRMs (HubSpot, Salesforce) is a strong asset. Execution & Drive: High energy, a fast learner, and exceptional attention to detail with the ability to manage multiple overlapping projects. Collaborative Spirit: A proactive team player with a "roll-up-the-sleeves" attitude who thrives in a cross-functional environment.
What You Will Gain
Rare Cross-Functional Exposure: Experience bridging the mechanics of corporate deal pipelines, private wealth management, and digital marketing strategy. Data & Systems Expertise: Practical skills in data integrity, CRM management, web analytics, and workflow automation. Professional Mentorship: Receive structured training, continuous coaching, and direct feedback from senior leaders. High-Performing Culture: A collaborative, diverse, and innovative environment driving the growth of a leading wealth management firm.
AI Statement
Bellwether's hiring process may include AI screening for keywords and minimum qualifications. Trained staff review all results and make final decisions.
Bellwether Investment Management Inc. is an equal opportunity employer committed to diversity and inclusion. Disability-related accommodation during the application process is available upon request.
Not the right fit? Search for Co jobs in Oakville, Ontario, Canada
About Bellwether Investment Management
Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours.
We offer holistic financial planning services and disciplined, prudent portfolio management all in one place—an approach that inspires confidence and minimizes the organizational burden on busy families.
For advisors: Partnering with a team of dedicated investment managers will provide a professional experience for your clients while unburdening you of the cash-raising and portfolio re-balancing processes. Our Portfolio Managers look after your clients' portfolios, so you can look after your clients.