Internships

CH Internship Program

CH Financial Ltd. is passionate about education and keen to support our students and economy by offering a paid internship program to one qualified candidate each summer (July – August). The current opportunity will be on a part-time basis, but this will expand as the program grows.

What we are looking:

  • Keen to learn
  • Attention to detail
  • Client service skills
  • Ability to meet deadlines
  • Teamwork and collaboration
  • Oral and written communications skills
  • Dependability and reliability

We are currently accepting applications for 2022 so if this sounds like an interesting opportunity, please submit your resume and cover letter by filling out the form at the bottom of the page.

As the successful candidate, you can expect the following:

  • Scheduled mentor conversations about things like how we build investment portfolios, and how an advisor’s career typically progresses
  • Learning how to create and update proprietary client investment statements
  • Experience keeping a world-class CRM up-to-date
  • Assisting with the process of client onboarding
  • A phone call with one of our fund managers and our CIO to deep-dive into one of our core investment holdings
  • The ability to sit in and observe a few client meetings
  • Attendance to all team meetings including our bi-weekly Team Huddles!
  • Assisting with our ongoing project of digitization
  • Participation in at least one team-building event
  • The opportunity to work with and support a dynamic and fun wealth management team!

Our 2022 Intern

Ashley Yap

Ashley - CH Financial Intern Headshot

Ashley will be graduating next spring with a Bachelor of Commerce degree, majoring in finance from the Alberta School of Business at the University of Alberta. He is a part of varsity athletics at the University of Alberta,  playing on the Golden Bears Tennis Team, which were the 2021 Canadian University Champions. Additionally, he holds the VP Finance position on the University Athletics Board which seeks to enhance the student-athlete experience, highlighted by a charitable focus and volunteering opportunities. Some of these events include Read-In Weeks at various schools, Edmonton food bank drives, and events with KidSport. Outside of school he enjoys seeing various ensembles perform with the most memorable performance being Chichester Psalms by Leonard Bernstein performed by the LA Philharmonic Orchestra. He is excited to apply his coursework knowledge and experience from the past two internships he has worked into his role as a summer intern at CH Financial.

The two months that I have spent so far as an intern at CH Financial has allowed me to learn lots about the financial services industry that I would not be able to learn in the classroom. The most interesting thing that I have learned more about is the construction of a portfolio for clients. A large part of this came from the opportunity to observe the meetings with our mutual-fund wholesalers. These meetings gave insight into why CH Financial invests into its core holdings. Additionally, being at CH allows me to work alongside a fantastic team who’s work ethic inspires me to strive for more.
Ashley Yap
Ashley Yap2022 Intern
The two months I spent as an intern at CH Financial not only gave me a profound understanding of the financial services industry, but also the opportunity to build my confidence in the professional world. In my short time here, I have gained insight on how investment portfolios are constructed as well as the importance of understanding each client's objective. I thoroughly enjoyed observing client meetings where I learned the value of creating meaningful and long-lasting relationships. At CH you will get the opportunity to work alongside a fantastic team with a strong work ethic, and I highly recommend applying this summer.
Zsolt Czentye
Zsolt Czentye2021 Intern
Previous
Next

Apply today!

Click or drag files to this area to upload. You can upload up to 2 files.
Close

Sign up for the Portfolio Minute newsletter

Are we a good fit?

We’re looking for aspirational clients who require the whole spectrum of financial services because managing the whole is how we’re able to deliver unbeatable value – it’s our “secret sauce.”If this describes you, let’s set up a meeting andget to know each other.

Full quote:

I just want to say we have been with your team since 1993, and we have never had any bad advice. The investments you set up for us during this time has paid for university education for our two granddaughters and provided a significant monthly income for us to augment our pensions.

Close

We are with you for the long run and are not going anywhere. Jeremy has told us that at these times the numbers tend to scare you, but you haven’t really lost anything if you don’t panic and sell.

Ken M, Calgary

With CH Financial since 1993

Full quote:

When I became a client of CHF it was a real game-changer as I was going through a very difficult time both professionally and personally.

I went through a divorce and the loss of a job and a parent, all within a 12-month period. While it was very tough to deal with at the time, I was reassured by the fact that the team at CHF had my back and really cared about me and what I was going through.

Looking back now, I’m not sure how I would have managed without the support of the CHF family.

Close

Jeremy and his team were there every step of the way to help me navigate my way through the complexities of a divorce and inheritance. They got me back on track both financially, as well as emotionally.

I have now been a client of CHF for over 10 years and thanks to their expertise, I know that my family will be well taken care of for many years to come. I am now in a position where I don’t need to worry about money thanks to a solid financial plan.

I would highly recommend the CHF team to others going through life-changing and difficult situations as your financial partner.

Linda, Victoria

Full quote:

As an investment industry professional, I am constantly on the go and maximizing my peak career earning years in my 40s. With travel and work commitments I am very limited for time to spend with family and do the things I love to do and chose CH Financial to allow me more freedom and lifestyle balance.

Being in the investment industry my whole career and an extremely busy professional, I know I could probably do a good job at managing my money as I work in the industry after all while I rely on and trust the CH Financial team that they will take care of the details, both growing my assets as well as taking care of every aspect of my financial situation, including my tax, investments and insurance, they simply take away the stress of having to worry about it all and help me to navigate the complexities for me so it all meshes together and importantly saves me valuable time and headaches.

Close

At the end of the day, the reality is I truly value my time and the opportunity cost of my time and would rather hire the best in the industry so ultimately my wife and I can do the things that we love to do, have more leisure time, relax and enjoy spending time in the great outdoors, exploring new countries, hiking in the mountains and volunteer work.

Since engaging CHF more than 5 years ago we have enjoyed significant growth in our investments but more importantly, we have peace of mind and sleep much better at night knowing the team at CHF has our financial back and anything financial they will take care of for us.

I would have absolutely no hesitation in recommending the team at CHF to other career-focused busy professionals who really value their time and lifestyle balance.

Kevin & Sharron, Calgary

Financial industry professionals

Full quote:

Prior to joining CH Financial as a client, I had been partially managing our investments and using a bank-owned broker for many years, with moderate success. When we became clients of CHF, I quickly realized how little I knew about the complexities of managing investments and the importance of seeking out the best specialists in the industry to assist with my family’s full financial picture.

Brian and the team at CHF encouraged us to take an introspective look at our assets and expenditures and even helped us implement a comprehensive budget. The team really stepped up to take care of all aspects of our financial picture, including portfolio design, CH Financial introduced us to a lawyer who took care of everything for us, estate planning and tax, while helping us simplify our financial affairs.

Being of the sandwich generation my wife and I spend considerable time caring for our surviving parents and our grandkids, so

Close

freeing up valuable time is essential to allow us to do the things we love to do. The team at CHF takes care of the details and today my wife and I enjoy a comfortable, stress-free financial situation.

Over the years as a client of CHF, both our portfolio and wealth has grown exponentially, more than we could have ever imagined. Now that we are both happily retired, having the CHF team in our corner helps us to sleep better at night knowing that our somewhat complex financial puzzle is being looked after by a team of people that really care, as opposed to being treated like a number by a big bank.

I would have no hesitation in recommending the CHF team to others looking for a superior financial home in Calgary and a safe place to invest your hard-earned money.

Ian C, Calgary

Comfortably retired thanks to CH Financial