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Financial Planning & Wealth Management

Student Stories


  1. Kunal Shah

    Travelodge
    How Lambton College prepared you for your co-op work term:
    Now I am more professional about my work. I am hard working and proactive with my tasks.

    Name: Kunal Shah
    Program: Financial Planning and Wealth Management
    Company: Travelodge
    Title: Admin Accountant

    Overview of the work you did during your co-op work term

    • Organizing and distributing invoices to management for approval.
    • Assisting with payroll.
    • Receiving, sorting and coding invoices and supporting documents.
    • Reviewing and entering purchase orders into the system.
    • Matching invoices to purchase order.
    • Assisting Senior Accountant, Service Administrator and Accounting Manager with related accounting issues.

    Most rewarding aspect from your co-op work term
    I gained work experience for my professional life.

    Biggest challenge about your co-op work term
    Finding a job in my field.

    How Lambton College prepared you for your co-op work term
    Now I am more professional about my work. I am hard working and proactive with my tasks.

    Advice for new students to help prepare them for their co-op work term
    Work hard on the academics because subjects taught during classes are very important. Try to clear the exams.


  2. Vincent


    Aeon Sodding Corp
    How Lambton College helped me achieve my goals
    I got my current position before my graduation. This is a simple example how Lambton helped me to achieve my goals.

    Name: Vincent Balasundaram
    Home Country: India
    Program: Business Management – Finance & Banking
    Graduation Year: 2016
    Current Employer: Aeon Sodding Corp

    Why I chose Lambton College
    I reviewed all the SPP Colleges before taking my admission and I found Lambton was the best suited for me based on the existing students reviews.

    How Lambton College prepared me for my current position
    The course material of Lambton and the professors trained me 200% to my current profile.

    How Lambton College helped me achieve my goals
    I got my current position before my graduation. This is a simple example how Lambton helped me to achieve my goals.

    Advice for future Lambton College international students
    You are in the best place to build your career. Simply follow the College professors and you will become a huge success.


  3. Ajay Rana

    International Capital Management Inc.
    Overview of the work you did during your co-op work term:
    I am currently working and learning how to plan for our client’s financial goals, different types of financial products, understanding financial transactions, and how to deal with Clients.

    Name: Ajay Rana
    Program: Financial Planning & Wealth Management
    Company: International Capital Management Inc.
    Title: Financial Assistant

    Overview of the work you did during your co-op work term
    I am currently working and learning how to plan for client’s financial goals, different types of financial products and understanding financial transactions. How to deal with Clients.

    Most rewarding aspect from your co-op work term
    Gaining practical knowledge. How the plans actually work.

    Biggest challenge about your co-op work term
    Challenges come with learning, they give us opportunity to learn, so every new thing is a little challenging which helps a lot to understand the actual processing.

    How Lambton College prepared you for your co-op work term
    The Co-op Preparation course helped me a lot in understanding the different aspects of interviewing and documents required.

    Advice for new students to help prepare them for their co-op work term
    Gain certifications in the areas you are working or planning to work in in the future.


  4. Deep


    Scotiabank
    How Lambton College prepared me for my current position
    I actually feel really great about being a part of Lambton College as I just not only studied there, I played so many roles like Manager – Student Ambassador, Educational consultant, Parametric Associate. All these roles and great courses actually prepared me for my job.

    Name: Deep Gulshan
    Home Country: India
    Program: Business Management – Banking and Finance
    Graduation Year: 2014
    Current Employer: Scotiabank

    Why I chose Lambton College
    I really liked the courses offered, the structure and also the multiculturalism.

    How Lambton College prepared me for my current position
    I actually feel really great about being a part of Lambton College as I just not only studied there, I played so many roles like Manager – Student Ambassador, Educational consultant, Parametric Associate. All these roles and great courses actually prepared me for my job.

    How Lambton College helped me achieve my goals
    I was lucky to get so many opportunities within the college. I was a part of many roles which enhanced my skills.

    Advice for future Lambton College international students
    Focus on improving your practical and theoretical skills, be proactive asking professors, volunteering. All this is a part of a learning process.


  5. Pratik

    Chelsea98 Investment Group Ltd.
    How Lambton College prepared you for your co-op work term
    The co-op work term provides a platform to develop & improve my skills. This is the best place to gain more knowledge, become experienced and adapt to the work culture before going to an actual working environment.

    Name: Pratik Parikh
    Program: Financial Planning and Wealth Management
    Company: Chelsea98 Investment Group Ltd.
    Title: Financial Research Assistant

    Overview of the work you did during your co-op work term
    I research the history of financial market development, edit financial articles, and help the organization to build a financial education platform.

    Most rewarding aspect from your co-op work term
    This is the best place to gain experience in the area of finance and learn more about practical work and how the industry actually functions.

    Biggest challenge about your co-op work term
    In my co-op, the most challenging thing was getting used to different financial terminology, and the procedure within the work culture.

    How Lambton College prepared you for your co-op work term
    The co-op work term provides a platform to develop & improve my skills. This is the best place to gain more knowledge, become experienced and adapt to the work culture before going to an actual working environment.

    Advice for new students to help prepare them for their co-op work term
    Take this opportunity as an advantage and learn as much as you can. Find your co-op in the area you are actually interested to build your career, which will help you to get experience in the field.


  6. Vishal

    Investors Group Financial Services
    Most rewarding aspect from your co-op work term
    Valuable experience in the Canadian financial services industry by working with a prestigious institution. Overall improvement in skillset including communication skills, socializing skills etc.

    Name: Vishalkumar Venu Nair
    Program: Financial Planning and Wealth Management
    Company: Investors Group Financial Services
    Title: Assistant to Financial Consultant

    Overview of the work you did during your co-op work term
    Assisted Financial Consultant in day to day activities like research, client prospecting, client communication and other general office duties.

    Most rewarding aspect from your co-op work term
    Valuable experience in the Canadian financial services industry by working with a prestigious institution. Overall improvement in skillset including communication skills, socializing skills etc.

    Biggest challenge about your co-op work term
    To adapt with the entirely different business environment and to effectively communicate and to socialize with clients and co-workers.

    How Lambton College prepared you for your co-op work term
    Lambton College prepared me theoretically as well as practically able for effective performance job duties during the work term. Their career website is also helpful to find co-op opportunities.

    Advice for new students to help prepare them for their co-op work term
    Networking with senior students will certainly help new students to find more opportunities.


  7. Noble

    Investors group
    How Lambton College prepared you for your co-op work term
    Lambton College helped me to find this job at Investors Group through MyCareer job postings. So I think Lambton College has given me a wonderful opportunity to grow in the field of financial planning and wealth management

    Name: Noble Anto
    Program: Financial Planning and Wealth Management
    Company: Investors group
    Title: Assistant to Financial Advisor

    Overview of the work you did during your co-op work term
    It was a wonderful experience for me to act and learn as an Assistant Financial Advisor. This helped me to get real time experience within the organization. Meeting with new clients and filing documents has given me a lot of new experiences

    Most rewarding aspect from your co-op work term
    To act as a Financial Planner with updated knowledge on taxation, insurance, mortgages and estate planning

    Biggest challenge about your co-op work term
    Finding new clients to make financial plans with

    How Lambton College prepared you for your co-op work term
    Lambton College helped me to find this job at Investors Group through MyCareer job postings. So I think Lambton College has given me a wonderful opportunity to grow in the field of financial planning and wealth management

    Advice for new students to help prepare them for their co-op work term
    Just apply to all job postings related to financial activities. We can’t predict which one will be going to give a response. Investors Group is a great option for every student because it has a wide network in Canada and they are looking for students like us for their positions


  8. Charan

    Lakeland College, Alberta
    Most rewarding aspect from your co-op work term
    I was able to overcome my fear of public speaking and gain confidence after conducting many seminars for the students and top executives from major companies. The most rewarding moment was when I met the Premier of Alberta and was given the opportunity to talk about our international program.

    Name: Charan Ramachandrashekar
    Program:Business Management (Banking and Finance)
    Company:Lakeland College, Alberta
    Title: International Student Support

    Overview of the work you did during your co-op work term

    • Providing advice to international students and organizing their non-academic activities, such as workshops, informational sessions and seminars
    • Assembling materials for student files, ensuring their completeness and confidentiality
    • Assisting students with the process of applying for co-op and off-campus work permits
    • Initiating and coordinating activities between international students and local community

    Most rewarding aspect from your co-op work term
    I was able to overcome my fear of public speaking and gain confidence after conducting many seminars for the students and meeting top executives from the major companies. The most rewarding moment was when I met Premier of Alberta and was given opportunity to talk about our international program.

    Biggest challenge about your co-op work term
    The transition from being student to a working professional.

    How Lambton College prepared you for your co-op work term
    Lambton College, apart from academics, creates a platform for their students to take part in leadership activities, community events. A special thanks to the staff who spend their personal time to organize such opportunities.

    Advice for new students to help prepare them for their co-op work term
    Feel free to explore this beautiful country. Networking plays a vital role. Volunteering, actively participating in college activities, and engaging in local community events, will lead you to a good co-op.


  9. Vihir

    SAR Capital Ltd. O/A Red Deer Lodge
    Most rewarding aspect from your co-op work term
    I was able to learn how the accounts payable & receivable works as my supervisor carefully taught me. I have completed this task it many times.

    Name: Vihir Patel
    Program: BMFT
    Company: SAR Capital Ltd. O/A Red Deer Lodge
    Title: Accounting Assistant

    Overview of the work you did during your co-op work term
    It’s been an outstanding work experience with the accounting department as I have gained valuable knowledge for my field.

    Most rewarding aspect from your co-op work term
    I was able to learn how the accounts payable & receivable works as my supervisor has carefully taught me. I have completed this task it many times.

    Biggest challenge about your co-op work term
    The most challenging work was to prepare the payroll for their employees.

    How Lambton College prepared you for your co-op work term
    I learned enough skills from the Accounting course I studied at Lambton College and this helped me during my co-op.

    Advice for new students to help prepare them for their co-op work term
    I would advise them start looking for their co-op before 4 months and learn as much knowledge they can from their professors.


  10. Saifuddin

    Royal Bank of Canada
    Most rewarding aspect from your co-op work term
    Securing a permanent position with the organization after the end of my co-op term.

    Name: Saifuddin Sharawala
    Program: Business Management
    Company: Royal Bank of Canada
    Title: Customer Service Representative

    Overview of the work you did during your co-op work term
    My work during my co-op was to provide over-the-counter service and to fulfil customer and potential customer needs. To identify and handle sales opportunities, refer opportunities to appropriate branch personnel, process customer transactions quickly and efficiently. Provide superior customer service in a professional and friendly manner. Assist customers with self-service banking. Process transactions efficiently and accurately while maintaining high service standards. Identify opportunities to promote the Bank’s products and services; where appropriate, cross-sell and refer them to relevant branch or Bank staff. Actively participate and support in branch sales campaigns.

    Most rewarding aspect from your co-op work term
    Securing a permanent position with the organization after the end of the co-op term.

    Biggest challenge about your co-op work term
    Grasp, implement and excel in the job. As the work culture was different from the one I am used to, I had to adapt very fast.

    How Lambton College prepared you for your co-op work term
    Lambton College has been exceptional in preparing me for the job. I worked on campus in the Part-time studies Dept. where my then manager and now a very good friend Judy Thorner, coached me in how to excel in an office environment. The program is designed very well to be in sync with the job requirements. There was a lot of help provide by my professors on how to integrate into job and the career path I wanted to follow.

    Advice for new students to help prepare them for their co-op work term
    Use the resources provided by the college. Leverage the mentor-ship program. Network within the community through volunteering opportunities provided. While on the job, don’t be afraid to ask questions. Studying never stops, always keep upgrading yourself.

   indicates graduate story

The Financial Planning & Wealth Management Graduate Certificate program prepares university and college graduates for an exciting and rewarding career in the financial services sector. Students will gain specialized career expertise, technical knowledge and selling skills required to work in banks, credit unions, mutual fund companies, investment dealers, stock brokerages, independent financial planning firms and insurance companies. The final term of study includes a co-op in the financial services industry so that students can gain experience through practical work or through an Applied Project.

 

Lambton College

1457 London Road
Sarnia, ON, N7S 6K4

519-542-7751

studentfeedback@lambtoncollege.ca

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