Student, CS Planning & Analysis (Fall 2026)

TL;DR

Student, Client Services Planning and Analysis: Assisting the team in researching, analyzing, and applying statistical analysis to identify needs and trends in the Client Services division with an accent on performance reporting and business planning. Focus on producing accurate reports, uncovering hidden trends, and providing feedback on data variances.

Location: Flexible hybrid schedule in Toronto Office. Current work authorization for Canada is required.

Salary: $23.00–$27.00 hourly (undergraduate rate).

Company

Privately owned company helping Canadian investors with investment portfolios and services for over 35 years.

What you will do

• Assist in producing accurate and timely performance reports for the Client Services division
• Research and analyze current trends and data to uncover hidden trends critical to business performance
• Participate in creating divisional scorecards and business plan models
• Provide management with continuous feedback about data variances affecting the division

Requirements

• Currently enrolled in a registered co-op program and available full-time for the co-op term
• Working towards a university degree in finance, commerce, business, or economics (preferred)
• Some experience in financial services (preferred)
• Detail-oriented with problem-solving skills
• Proficient in Microsoft Office including Excel, with strong statistical modelling/analytical skills

Culture & Benefits

• Extensive training in communication, public speaking, networking, business etiquette, and emotional intelligence
• Mentorship and opportunities to explore different career paths
• Volunteering opportunities with non-profit organizations
• Flexible hybrid schedule as part of dynamic working arrangement
• Recognized as one of Canada’s Top 100 Employers, Great Place to Work Certified

Hiring process

• Application reviewed by recruiters (AI-assisted sourcing, but human-reviewed)
• Interviews for selected candidates
• Accommodations available upon request