Finance Student Virtual Work Placements/Projects Course

PersonalBanker Canada. We are looking for students in the Finance program to complete projects for a range of business functions, including strategy, operations, and marketing. About our Company : At PersonalBanker we take an approach to financial planning that begins with a complete individual tax assessment followed by initiating a comprehensive view into a clients’ financial life. It includes their income, expenses, assets, outlook, as well as habits. (All these are essential components of delivering effective, long-term, broadly based, financial solutions) We utilize a service approach that is poised in managing our client’s achievement of life goals via an integrated approach to managing their finances through; • Credit and Financial Management – assess current financial position, based upon cash flow, credit situation, budget and net worth. • Investment Management – assess assets based on their risk tolerance, time horizon and expected rates of return • Retirement Planning – compare expected lifestyle in retirement to current retirement assets and planned savings • Tax Planning – assess tax obligations and strategies used to minimize or defer taxation • Insurance and Risk Management – manage exposure to unexpected financial loss due to death, health issues, and other risks. • Estate Planning – assess how a client can meet their objectives upon death in an efficient, cost-effective manner. We classify our clientele based on our 5 stages of wealth: Survival: Thinking about Me - Focus on Mindset, Lower Bad Debts, Expand Income Stability: Thinking about We - Focus on No Bad Debts, Cover Life Expenses, Expand Income Security: Thinking about All - Focus on No Bad Debts, Cover Life Expenses, Savings, Invest in Yourself & Business, Start Building a Passive Income. Success: Thinking about All - Focus on Growth Mindset, Sustain Lifestyle, Grow Yourself & Business, Leverage, Live true purpose, Do not need to work. Significance: Focus on Grow lifestyle, Leadership & Greatness, Invest in yourself & business, Expand passive streams, Assets working for you. We then utilize an end to end financial approach that best serve them. Project examples may include, but are not limited to: 1. Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations. 2. Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations 3. Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics. 4. Develop and evaluate a financial plan to meet individuals’ and/or organizations’ needs and objectives. 5. Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service. 6. Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector. 7. Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations. 8. Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector. 9. Co-ordinate the planning, implementation, management and evaluation of team projects. Company Website: PersonalBanker Canada

Design Creative Project/UX UI Re-development.

Our Organization is looking for students who are able to help us in developing or redeveloping out data-driven web applications We believe the best way to understand our web-app usability is through studying the User Experience and User Interface. We would like students to evaluate the effectiveness and usability of our web application to identify ways to improve the user journey, incentivize our desired outcomes, and increase user satisfaction. Redevelopment Resources: Any existing materials we can provide to ensure a complete understanding and smooth collaboration. Regards, Team, PersonalBanker Canada. Company website link : PersonalBanker Canada

Virtual Opportunity: Computer Science

We are hoping to collaborate on our project with students who can help us develop an end-to-end application, including data collection & preparation, analysis, visualization, evaluation against success criteria and possible methods for deployment. Application Development - Selecting the best technologies for creating the application or feature (i.e. a real-time chat function); creating a fully-functioning application. Software Architecture Development - Architecting the software of a new product; improving the architecture of an existing system; porting an architecture of one system into another . Application Programming Interfaces - Redesigning an existing API to simplify it; changing API technologies; designing a new API; creating or updating public-facing documentation. Machine Learning Software Solution - Creating a recommendation engine; spotting trends in existing data; spotting anomalies in data sets. Real-Time Data Visualization - Creating a charting system with basic querying functionality; creating a dashboard to visualize key performance metrics of our organization or tool. The primary focus for the student will be: To build a comprehensive chatbot to be integrated into our website and CRM. The bot should be able to understand key words and be able to provide suggested responses or educational video based on keywords. Bot should provide Response to FAQ with preview or features to upsell services if they click on services they are interested in. (short trailer to full topic - for CTA to get Dynamic Matrix of Strategies and Opportunities that apply to them) To be able to streamline new client chats (website chat) and redirect them before needing the assistance of a live agent. To be able to recognize existing clients and chats (portal chat) and streamline/ redirect them before needing the assistance of a live agent. Integrate a voip or video calling feature into the chat. The company will provide FAQs and suggested questions and responses. Additional keywords and suggestion We will plan to communicate with our virtual intern using these communication tools: Riipen messaging, Zoom meeting, email) Company website : PersonalBanker Canada Regards, Team, PersonalBanker Canada.

Management field project: Marketing.

PROJECT SCOPE Our organization is able to offer a virtual opportunity for marketing/management students or teams. The primary focus for the student will be: Branding - Conduct a full competitive landscape assessment; define our organization's brand and core value proposition; identify opportunities and threats facing our brand; assess where and how to improve our brand's presence and differentiate from our competitors. Marketing Communications - Recommend changes to advertising and PR materials; create an integrated marketing campaign; create a rebranding campaign. Market Research - Investigate our competitive landscape; perform market segmentation to identify the ideal target market for (new or existing product or service); conduct customer surveys or focus groups to gain insights into the perceptions and behaviours of our target customers; develop a pricing strategy; identify expansion opportunities; identify key messaging for (new product or service). Public Relations - Develop and implement a PR strategy; create collateral, including press releases, user testimonials, case studies, and customer stories. Prospecting Strategy - Evaluate our current customer base and make recommendations for further market penetration; assess our current outreach process and develop and implement targeted prospecting; review our prospect messaging, make improvement recommendations, and create new outreach content. SEO Strategy & Recommendations - Develop and implement an SEO strategy; provide content suggestions and recommendations to increase search visibility; increase our inbound traffic and optimize the customer journey; increase inbound leads. Strategic Social Media Marketing - Conduct an audit of our current social media presence and/or other current communication channel(s); develop and implement strategies for improving our online presence and increasing engagement; create a content calendar; creating useable social media and blog posts. Our goal at the end of this experience is: Branding and Marketing Communications - For the student(s) to help us improve our brand's presence and capture greater market share. Market Research - For the student(s) to help us gain a better understanding of our target market and ensure we are optimally positioned and our product and pricing aligns with our target sector/customer. Public Relations - For the student(s) to help us effectively communicate our brand's story and mission to a broad audience. Prospecting Strategy - For the student(s) to help us implement better prospecting that increases conversion rates and boost our sales team's performance. SEO Strategy & Recommendations - For the student(s) to help us generate more traffic and revenue through search engines. Strategic Social Media Marketing - For the student(s) to help us improve our online presence, reach more customers, and effectively promote our brand through compelling content. Other duties the student may complete could include : Assist with outbound email marketing campaigns as needed; measure and report on performance of these campaigns using tools such as; Mailchimp, open source CRM, Content development, including social posts, blog posts, LinkedIn articles, and website copy. We will plan to communicate with our virtual intern(s) using these communication tools: Riipen messaging, zoom, email) Primary contact : (Leron, Managing Partner) Secondary contact: (Marc, Managing Partner) Company website link: PersonalBanker Canada