Talent.com
Financial Planning Intern
Financial Planning InternIG Wealth Management • Brampton, ON, Canada
Financial Planning Intern

Financial Planning Intern

IG Wealth Management • Brampton, ON, Canada
21 days ago
Job type
  • Part-time
Job description

Job Description

Job Description

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Job Description

Looking for an exciting internship opportunity?

Eager to find out more about a career as a financial planner?

If you answered yes to all these questions, you could be the person we’re looking for to join our Summer 2026 internship program!

Nothing beats learning from the pros! At IG Wealth Management, we offer paid internships so university students can discover a wonderful career opportunity , backed by financial planning professionals and successful mentors .

About the internship

  • During this paid program, you’ll work with field network managers, specialists and experts from head office and receive the very best support and guidance.
  • You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps.
  • Internships generally last from 12 to 16 weeks. Successful completion of the internship may lead to opportunities for ongoing part-time work during your studies and a formal offer after graduation.
  • Could be recognized as practical experience subject to CPA Order approval.

What’s in it for you?

  • Acquire hands-on experience.
  • Build skills in client relationship management.
  • Help clients achieve their financial goals.
  • Put theory into practice.
  • Get mentored by an experienced team of financial planners.
  • Establish the foundations for building a prosperous career.
  • Roles and responsabilities

    Under the guidance of the internship supervisor, you will learn about the process underlying the Financial Planner’s work : forging sustainable client relationships, managing client portfolios, understanding / analyzing client needs and recommending the right products based on the appropriate strategies. You will also learn about the inner workings of client prospecting / outreach, client onboarding, the sales cycle and administrative follow-up. You will have opportunities to :

  • Observe and take part in a Financial Planner’s day-to-day activities.
  • Participate in creating, updating and optimizing financial plans.
  • Assist the Financial Planner in the personalized financial planning process.
  • Contribute to development goals by identifying new business opportunities.
  • Use situational analysis to determine favourable conditions for financial transactions.
  • Carry out the required analyses, diagnose the overall context and assess related risks.
  • Apply financial and tax planning concepts.
  • Prepare and present recommendations to the supervisor and the management team.
  • Undergo specialized financial planning training and complete the investment funds course.
  • Contribute to statistical analysis and other special projects.
  • Tasks may be adapted to take into account the successful applicant’s skills.
  • Qualifications and desired skills

  • Be in at least the second year of a bachelor's program : financial planning, finance, accounting, or business administration.
  • Relationship-building and networking skills.
  • Desire to positively impact clients’ lives.
  • Ability to work well in a team environment.
  • Competitive and highly motivated to deliver or exceed your personal best.
  • Excellent communication skills and ability to present complex information.
  • Independent with an entrepreneurial spirit.
  • Self-confidence and leadership skills.
  • Strong interest in pursuing a career in financial and tax planning.
  • We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

    Create a job alert for this search

    Financial Planning Intern • Brampton, ON, Canada

    Similar jobs
    Mortgage Specialist

    Mortgage Specialist

    BMO Financial • Bolton, ON, Canada
    Part-time
    Retail Banking Sales & Service.Join BMO – imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great ea...Show more
    Last updated: 1 day ago • Promoted
    Retail Coop Placement : HR & Operations Internship

    Retail Coop Placement : HR & Operations Internship

    Staples Canada • Mississauga, Peel Region, Canada
    Part-time +1
    A leading retail company is offering a COOP Placement role based in Peel Region, Mississauga.This part-time internship offers a salary range of CA$55,000. Candidates can look forward to transparency...Show more
    Last updated: 13 days ago • Promoted
    Investment Analyst

    Investment Analyst

    National Bank • Oakville, ON, CA
    Full-time
    A career as an Investment Analyst at National Bank Financial - Wealth Management, means that you’ll be part of a team of 1,000 investment advisors in the 5th largest investment brokerage firm in Ca...Show more
    Last updated: 2 days ago • Promoted
    Financial Planning and Analysis (FP&A) Analyst

    Financial Planning and Analysis (FP&A) Analyst

    Sailun Tire Americas • Vaughan
    Full-time
    Sailun Tire Americas – Financial Planning and Analysis (FP&A) Analyst (Contract).Finance Director, FP&A or Manager, FP&A. The Sailun North America Headquarter FP&A team operates in a fast-paced, hig...Show more
    Last updated: 7 days ago • Promoted
    Agency Financial Planning Manager

    Agency Financial Planning Manager

    Eric Gruscyk - Desjardins Insurance Agent • Oakville, ON, Canada
    Full-time
    Agency Financial Planning Manager - Desjardins Insurance Office.A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of financial planning Manag...Show more
    Last updated: 30+ days ago • Promoted
    Civil Engineering Intern

    Civil Engineering Intern

    Terrestrial Energy • Oakville, ON, Canada
    Full-time +1
    This is a Full-time 16-month role commencing May 2026.For this role in Oakville, Ontario, The hourly wage range for this position isCAD $25 to $35 per hour. The actual wage offered will be determine...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    Desjardins Financial Security Independent Network - Rexdale #278 • Etobicoke, ON, Canada
    Full-time
    Are you ready to take control of your future, unleash your entrepreneurial spirit, and build a business that’s truly YOURS?. Desjardins Financial Security Independent Network – Toronto W...Show more
    Last updated: 30+ days ago • Promoted
    AD Marketing, New Product Launches & Life Cycle Management, Oncology

    AD Marketing, New Product Launches & Life Cycle Management, Oncology

    Jazz Pharmaceuticals • Nobleton, Ontario, Canada
    Full-time
    If you are a current Jazz employee please apply via the Internal Career site.Jazz Pharmaceuticals is a global biopharma company whose purpose is to innovate to transform the lives of patients and ...Show more
    Last updated: 3 days ago • Promoted
    Finance Private Tutoring Jobs Bond Head

    Finance Private Tutoring Jobs Bond Head

    Superprof • Bond Head, Canada
    Full-time +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
    Last updated: 30+ days ago • Promoted
    Intern - Business Improvement Lead

    Intern - Business Improvement Lead

    Water Technologies • Oakville, ON, Canada
    Full-time
    Veolia Group is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management.Veolia Group design...Show more
    Last updated: 30+ days ago • Promoted
    Analyst III, Financial Planning and Analysis

    Analyst III, Financial Planning and Analysis

    Liberty Utilities Co. • Oakville B8B, ON, Canada
    Full-time
    Algonquin Power & Utilities Corp.AQN), parent company of Liberty, is a diversified international generation, transmission, and distribution utility. AQN is committed to providing safe, reliable, and...Show more
    Last updated: 26 days ago • Promoted
    Analyst, Financial Planning

    Analyst, Financial Planning

    City of Brampton • Brampton
    Full-time
    Full Time (FT), Regular (R), vacancy.Notice to Internal Applicants : .To ensure your application is processed as internal, please submit your application using your City of Brampton work email addres...Show more
    Last updated: 2 days ago • Promoted
    LTO -1.0 (0.8 FSL, 0.2 PT FI SCIENCE / HEALTH) FSL QUALS,

    LTO -1.0 (0.8 FSL, 0.2 PT FI SCIENCE / HEALTH) FSL QUALS,

    Simcoe County District School Board • Bradford, ON, Canada
    Full-time +1
    Assignment Details including Required Qualifications : .PT FI SCIENCE / HEALTH) FSL QUALS,.Whether you self-identify with one of the four equity-deserving groups designated under the federal.Applicants...Show more
    Last updated: 23 hours ago • Promoted
    Financial Consolidation Consultant

    Financial Consolidation Consultant

    Prophix • Etobicoke, ON, Canada
    Full-time
    See what you can do with Prophix.Prophix helps finance teams work with greater flexibility and confidence through Prophix One™, our Financial Performance Platform. We bring planning, reporting...Show more
    Last updated: 30+ days ago • Promoted
    Financial Analyst, Contract

    Financial Analyst, Contract

    Vaco by Highspring • King City, ON, CA
    Full-time
    Collaborate with internal teams to monitor and consolidate capital project expenses into active project accounts within Microsoft Dynamics 365. Conduct detailed reviews of procurement activities and...Show more
    Last updated: 1 day ago • Promoted
    Azure Cloud-Native SaaS Architect – Hybrid & Flexible

    Azure Cloud-Native SaaS Architect – Hybrid & Flexible

    Eunasolutions • Oakville B8B, ON, Canada
    Remote
    Full-time
    A leading cloud software provider in Oakville is seeking a Software Architect to design and build scalable SaaS solutions. NET applications, guide engineering teams, and ensure alignment with busine...Show more
    Last updated: 30+ days ago • Promoted
    Strategic Municipal CFO & Asset Management Leader

    Strategic Municipal CFO & Asset Management Leader

    Ontario Municipal Administrators Association (OMMA) • King City L0G, ON, Canada
    Full-time
    A municipal organization in King City, ON is looking for a Chief Financial Officer / Treasurer to lead financial operations and strategic planning. The ideal candidate will have substantial experien...Show more
    Last updated: 30+ days ago • Promoted
    Architect (Industrial) - Internship / Co-Op (Start May 2026)

    Architect (Industrial) - Internship / Co-Op (Start May 2026)

    Dennis Group for New Grads, Co-Ops & Internships • Mississauga, ON, Canada
    Internship
    As a design build engineering firm and general contractor, Dennis Group’s Architects support our industrial architectural practice in designing and building food and beverage processing facil...Show more
    Last updated: 30+ days ago • Promoted