Wealth Management Intern (Summer 2026) at Canandaigua National Bank & Trust Co

Pittsford, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

31 May, 26

Salary

20.0

Posted On

02 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, System Transition, Data Gathering, Data Input, Drafting Summaries, Administrative Work, Analytical Work, Client Meetings Shadowing, Excel Proficiency, Communication Skills, Organizational Skills, MoneyGuidePro, eMoney

Industry

Financial Services

Description

Wealth Management (Financial Planning) Intern Schedule: M-F 8:30a.m. – 5 p.m., with flexibly depending on needs. (Hybrid flexibility – 4 days onsite/1 work from home) Location: 1150 Basin Park, 1150 Pittsford-Victor Rd., Pittsford, NY 14534 What does a summer intern at Canandaigua National Bank do? Our interns experience firsthand what it is like working in the world of financial services. As a summer intern you will work side by side with our team to provide individuals, businesses, municipalities, and not-for-profit organizations with access to all the financial services they will ever need. Interns will act as a member of the team for the summer, assisting the department and helping achieve the bank’s goal – of ensuring our community thrives and grows. Throughout the summer, interns will have an opportunity to connect with each other, shadow within a branch, network with different departments, and enjoy social events. The summer culminates in a presentation to their managers and the Executive Team. This position is a paid internship/co-op for Summer 2026. Program begins Tuesday, May 26th, 2026. Wealth Management (Financial Planning) Intern The Wealth Management intern will support financial planning execution and system transition while building a support model for clients. In this role, you will: * Assist in building, updating, and migrating financial plans using MoneyGuidePro and eMoney * Gather, organize, and input client financial data into planning systems * Draft planning summaries and supporting materials for advisor review * Support plan updates related to annual reviews and client changes * Assist with administrative and analytical work during the eMoney transition * Shadow client meetings and internal planning discussions * Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. What would our ideal candidate look like? * Currently pursuing a degree in Finance, Financial Planning, or a related field. * Completion of relevant coursework in finance, investments, or personal financial planning preferred. * Exposure to financial planning coursework or tools. * Basic understanding of investment concepts (asset allocation, risk, return, etc.). * Excel proficiency. * Possess strong communication skills and organizational skills. * Desire and comfort interacting with a wide variety of people, both internally and externally. What makes working at Canandaigua National Bank different? There’s no limit to where you CAN go! Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: providing exceptional service for our customers. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture. Canandaigua National Bank remains an independent community bank. If you want to be a part of something special, join us today! Compensation - $18-$20 per hour The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Responsibilities

The intern will support financial planning execution and system transition, including building, updating, and migrating financial plans using MoneyGuidePro and eMoney. Responsibilities also involve gathering client data, drafting planning summaries, and assisting with administrative and analytical tasks during the eMoney transition.