Wealth Management Intern
About the job
- Demonstrated interest in financial planning and wealth management.
- Integrity, professionalism, and initiative.
- Critical thinking and problem-solving skills.
- Strong organization and attention to detail.
- Written and verbal communication skills.
- Ability to collaborate and work effectively in a team environment.
- Assist with the development and preparation of client financial plans.
- Support portfolio construction, analysis, and client portfolio reviews.
- Reconcile and review financial data to ensure accuracy and completeness.
- Conduct investment and market research to support client needs and firm initiatives.
- Assist with the review and allocation of 529 college savings plans.
- Research client-specific questions and issues and present findings to team members.
- Collaborate with colleagues across the firm to gain exposure to different areas of the business.
- Develop and present clear, concise analysis and recommendations.
- Pursuing a Bachelor's degree in Finance, or an undergraduate or graduate degree program aligned with CFP® certification.
About the company
Aon provides risk management, retirement, and health solutions to businesses, governments, and individuals through consulting, brokerage, and software tools. It uses data and analytics to tailor insights and advice across risk assessment, benefits design, and workforce optimization, with revenue from fees and commissions. Its global footprint and mix of services enable integrated risk, retirement, and health solutions that go beyond firms focused on a single area. Its goal is to shape decisions to protect and enrich lives worldwide by helping clients manage risk and optimize benefits.
Company Size
10,001+
Company Stage
IPO
Headquarters
London, United Kingdom
Founded
1919
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Simplify's Take
What believers are saying
- USI adds $3 billion revenue and 10,500 employees across middle-market brokerage.
- Aon targets $395 million annual synergy from USI, accretive by 2028.
- Digital infrastructure demand keeps expanding, boosting Aon's lifecycle insurance programs into 2027.
What critics are saying
- Aon's $17 billion USI deal closes in Q4 2026, loading massive debt.
- S&P revised Aon to negative on August 31, 2026, after USI announcement.
- DOJ-style antitrust scrutiny follows Aon's broker consolidation after WTW collapse in 2021.
What makes Aon unique
- Aon's DCLP reached $5 billion in July 2026 for digital infrastructure.
- Aon launched PLP on September 28, 2026, bundling power-project insurance end-to-end.
- Aon pairs brokerage with analytics, risk engineering, and lifecycle risk-transfer programs.
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Benefits
Hybrid Work Options
Growth & Insights and Company News
6 month growth
↑ 12%1 year growth
↑ 12%2 year growth
↑ 12%Strada announced a strategic partnership with Aon and unveiled new AI-powered tools at Workday Rising U.S. 2026. The collaboration combines Aon's consulting and benefits expertise with Strada's Workday capabilities to help organisations maximise their platform investments. Strada introduced the Flex Credit Calculator, an advisory tool developed with its Client Advisory Board. It helps Workday customers understand AI entitlements, estimate consumption, and plan investments using published rate cards and customer data. The company is expanding Strada Express to the U.S. market, targeting medium enterprises with up to 3,000 employees. The solution offers three deployment tiers and enables eligible customers to implement Workday HCM in as little as 12 weeks. Stephen Dolan, General Manager of Workday Professional Services at Strada, said organisations increasingly seek to drive business value and create consistent employee experiences globally through Workday.
Aon selects Vanguard as next PEP recordkeeper. Voya had been the $7 billion PEP's recordkeeper since its inception in 2021. Reported by Aon PLC announced today its selection of Vanguard as recordkeeper and trustee for the Aon Pooled Employer Plan, which reported $4.915 billion in assets and more than 87,000 participants in its Form 5500 for the 2025 plan year. Voya Financial recordkept the PEP since its inception in 2021. As part of the deal, Aon announced that it plans to expand the availability of Vanguard investment options within the PEP, including diversified target-date and core index strategies. Aon also intends to offer participants additional advice solutions, educational content and financial wellness resources that are available through Vanguard, in addition to more coordinated plan administration. According to the announcement, participating employers will continue to retain control over key plan design choices, including matching contributions, eligibility requirements and vesting schedules. "We view this [recordkeeper selection] as an evolution and enhancement to the Aon PEP," says Rick Jones, an Aon senior partner of wealth solutions and leader of the Aon PEP. Aon aims to "utilize the scale, efficiency, cost savings [and] participant-focused resources that Vanguard can add to the equation." Aon's Jones says that with Vanguard as the PEP's new recordkeeper, all participating employers and plan participants will experience cost savings, including the "regular and ongoing charges for administering and participating in the plan." He says the partnership will provide those savings, "coupled with the availability of additional resources at attractive rates." Snapshot of the marketplace. Aon's PEP had approximately $7.7 billion in assets as of September 2, serving more than 160 employers with more than 103,000 participants, according to the company. In August 2025, Aon reported that its PEP had reached the $5 billion asset mark. Meanwhile, Transamerica Retirement Services LLC yesterday revealed that its pooled plan assets, including PEP, multiple employer plan and group plan solutions, grew to $34.2 billion last year, up nearly 61% from $21.3 billion in 2021. The number of adopting employers increased by nearly 40% over that period. At the end of 2025, in total, 330 PEPs with 10,797 participating employers, serving more than 1.2 million participants, held $34 billion in assets, according to the 2026 PLANSPONSOR Recordkeeping Survey. Voya ($6.198 billion in assets), Transamerica Retirement Solutions ($5.353 billion) and Principal Financial Group ($4.684 billion) recordkept the most PEP assets. Aon, which did not participate in the survey, stated in its 2026 promotional materials that it has more than $6 billion in PEP assets. PEP growth trajectory. Reflecting on the growth of the PEP market in the five years since PEPs debuted, Aon's Jones says he anticipates the plans will continue as important parts of the employer-sponsored retirement landscape, largely due to the cost savings they have already spurred for employers. In a LinkedIn post Jones made last month, he shared that when a chemical company joined the Aon PEP in 2021, total plan costs immediately declined by approximately 35%. As the company grew and its 401(k) participation increased, per-participant costs declined by an additional 32%. Participants also benefited from continued reductions in investment-related expenses, which decreased by 20% across 2025 and 2026, according to Jones. This year, plan costs for the organization are 63% lower than when it entered the PEP, he wrote. Ted Schmelzle, vice president of retirement plan services at the Standard Insurance Co., a subsidiary of StanCorp Financial Group Inc., says the greatest sign of potential PEP growth he has seen is that employers are asking about them. While advisers and recordkeepers understood and asked questions about PEPs at their debut in 2021 as a provision of the Setting Every Community Up for Retirement Enhancement Act of 2019, employers are now asking their advisers if they should be considering a PEP - and asking their recordkeepers if they have a PEP to offer. "When employers start asking for this, then you really have to have this as a capability in order to compete," Schmelzle says. "The more that this gains traction independently with employers as a mechanism to outsource their work, the more we're going to see traction in the pooled employer space."
Bank of Canada security guard strike passes 100-day mark. Matteo Cimellaro Updated Tue, October 6, 2026 at 1:02 a.m. PDT The fall is here and with it will come long commutes, packed offices and the introduction of new legislation that will guide the public service moving forward. With such a flurry of movement, it can be hard to keep on top of public service news. So, here are some public service stories we've been following so you don't have to: Bank of Canada security strike hits 100-day mark. The workers, who are members of the Public Service Alliance of Canada, rallied with labour leaders to mark the date. Alex Silas, the Public Service Alliance of Canada national vice-president, told the Ottawa Citizen that reaching the 100-day mark is a "sign of the determination and resiliency that these workers are showing." "They understand what they're fighting for and why what they're fighting for matters," Silas said. This summer, Canada Industrial Relations Board found that the Bank of Canada violated the Canada Labour Code by using replacement workers during the strike. The sides remain deadlocked in negotiations over a proposal by the Bank of Canada that would slash overtime opportunities and set a lower threshold for staffing numbers when a security guard cannot make a shift. On Sept. 29, the Bank of Canada reached a tentative agreement with seven Montreal security guards, ending the strike in that location. The security guards at the Bank of Canada's main location in Ottawa held a bargaining session on Oct. 2 but negotiations remain at a standstill, according to the union. Canada Post intends to outsource its pension centre. Canada Post is considering outsourcing its pension centre "effective February 2027," according to a letter obtained by the Ottawa Citizen. In the letter sent to the Union of Postal Communications Employees, Canada Post said that that it "intends to outsource certain work normally and regularly done" by unionized workers. The pension centre "handles all transactional processing (data updates, member change, payments setup, etc.) through applications provided by AON, our current pension partner." Canada Post now intends to "streamline processes, improve scalability and service consistency" by contracting out the rest of the pension centre work to AON. Claudia Labonté, president of the Union of Postal Communications Employees, told the Ottawa Citizen that the pension centre is funded through the pension plan itself, raising questions about whether this is a cost-cutting exercise. "It is speculative at this point, but what we see is the privatization of Canada Post by small increments," Labonte said. The move could lead to about 20 employees at the pension centre being laid off, or in other positions at the crown corporation. In a statement, Canada Post spokesperson Phil Legault told the Ottawa Citizen that the crown corporation is "currently reviewing options for how these services may be delivered in the future." "If outsourcing proceeds, we expect many, if not all, affected employees would remain employed by Canada Post through existing workforce adjustment and redeployment processes," Legault added. Federal government invests $800,000 in Ottawa-based defence technology company. The federal government is investing $800,000 into an Ottawa-based defence technology company in its efforts to bolster defence spending. H2 Analytics is an Ottawa-based defence technology company that specializes in "AI-enabled" software for training simulations. "This platform streamlines the development and deployment of realistic intelligence simulations to address the training needs of defence and security sectors," Mona Fortier, MP for Ottawa - Vanier - Gloucester, said at the announcement of the funding. The funding will help the defence company to "manage more complex training exercises, support multilingual coordination, and improve system performance as operational demands grow." Hugo Hodgett, the chief executive officer of H2 Analytics, told the Ottawa Citizen that Ottawa makes sense as a hub for defence tech companies because the central decision makers for the Canadian military live and work in the capital city. "At a certain point all roads lead (to Ottawa), and so the investment of not only the ability to access those people, but also the ability to have demonstration spaces and secure discussion areas and place that you can move from an idea and discussion into application," he said. Scientists in the federal government say Build Canada Strong bill puts science at risk. Scientists who work within the federal government are sounding the alarm on new legislation that will hasten approvals for major projects within one year. Scientists, and members of Professional Institute of the Public Service of Canada (PIPSC), are warning that the speed of Prime Minister Mark Carney's new approval regime will "threaten the integrity of evidence-based decision-making." The scientists are also slamming the federal government for their cuts to the public service, which has seen an impact on government scientists. The federal government's spending review is set to reduce most department and agencies budgets by billions over the next three years. "Our leaders should make informed decision using rigorous and independent science," Bryan Van Wilgenburg, president of PIPSC's applied science and patent examination group that includes government scientists. "You cannot cut scientists and rush expert review without risking disaster," he added. Take control of your search results. Make the Ottawa Citizen a preferred source on Google and see verified local reporting first.
Aon bolsters Japan global solutions team with twin appointments. Aon has strengthened its Japan global solutions (JGS) team with two appointments - Naoki Kido as global head, effective Wednesday, and Yuki Tanemura as global chief commercial officer and head of Nort... To continue reading the full article and get full access to the InsuranceAsia News platform, please enquire about a subscription. Your company may already have a corporate license in place. * Chaucer taps Victoria Tan as property direct and facultative underwriter * October 1 Tan has has held senior leadership roles with Munich Re, AIG, Swiss Re and Chubb across Asia and the US. * Arch Insurance Australia promotes Andrew Whitlock to head of casualty * October 1 Whitlock joined Arch in January this year as casualty underwriting manager for the Northern region * Berajaya Sompo taps Sheyna Marie Janz as head of liability * October 1 Janz joined Berajaya Sompo from AIG Malaysia, where she had been head of financial lines underwriting since August 2020. * Marsh Japan names Hiroyuki Hata to lead Eneos insurance business * October 1 Global broker completed its acquisition of the inhouse insurance intermediary businesses of Japanese energy giant Eneos and renamed it as EMIS Insurance Services. Partner Content * Sedgwick | Captives in Asia: From Niche Solution to Strategic Risk Platform Captive insurance has evolved from niche tool to strategic risk infrastructure in Asia, with connected claims data seen as key to unlocking its full value. * BlackRock | Rethink the rules: how TAA and ETFs are reshaping portfolio construction BlackRock's Daniel Caderas and MSCI's Raman Aylur Subramanian explain why tactical asset allocation (TAA) and exchange-traded funds (ETF) have become essential as global markets fragment and static allocations lose their reliability. * BlackRock | Infrastructure comes of age for insurers Are insurers capturing full value from the asset class? BlackRock shares its perspective. * PartnerRe | The missing life stage: why caregiving is reshaping the future of protection in APAC To stay relevant, insurers should engage caregivers earlier with solutions that combine protection, navigation support, and preventative planning.
Willis hires former Aon exec to lead D&F growth. * by Claire Wilkinson Willis, the retail broking arm of Willis Towers Watson, on Wednesday named former Aon executive Andy Chang growth leader in its global direct and facultative business, based in Miami. Mr. Chang will lead business development and work with regional teams in North America, Europe, London and Asia Pacific, according to a Willis statement. He will report to Garret Gaughan, global head of direct and facultative. Mr. Chang most recently was head of alternative distribution at Aon and previously held retail, wholesale and reinsurance roles at various companies.sss September 30, 2026