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Internship Program-Financial Planner
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IG Wealth ManagementFinancial Planner, CanadaOwn your Future
Internship Program – Financial Planner
REGIONS : Saguenay
Québec Rive-Sud
Québec - Sillery
Montréal West-Island
Laval
Sherbrooke
Québec - Lebourgneuf
Montréal Rive-Sud
Terrebonne-Lachenaie
Dorval
Trois-Rivières
Québec - Sainte-Foy
Montréal Centre-ville
Boisbriand
Gatineau
Rouyn-Noranda
Val d'Or
Victoriaville
STATUS : Between 14 and 28 hours / week
Looking for an exciting internship opportunity?
Eager to find out more about a career as a financial planner?
In your 2nd or 3rd year of a bachelor's program?
If you answered yes to all these questions, you could be the person we’re looking for to join our Fall 2023 and Winter 2024 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 10 to 12 weeks. Successful completion of the internship may lead to opportunities for ongoing part-time work during your studies and a formal offer after graduation.
- Internship periods : Fall 2023 and Winter 2024.
- Could be recognized as practical experience subject to CPA Order approval.
- Conditions apply : to ensure that the position is eligible for practical experience, please contact the CPA Order.
What’s in it for you
Job description
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 :
Qualifications and desired skills
Why choose IG?
Learn more about IG Wealth Management
For more than 90 years, we have built meaningful, long-term relationships with our clients and their families. Our synchronized approach to financial planning looks at all aspects of a client’s financial life. We take the time to explore all the life goals, financial aspirations, and concerns clients have for themselves and their families, and then follow up with a comprehensive analysis of their overall financial well-being. We know that life is dynamic, so we assess and adjust client plans as their circumstances change. This approach enables them to take advantage of the possibilities that life brings and helps them realize their full financial potential. Today we deliver financial planning and wealth advice to more than one million Canadians coast to coast through our network of financial advisors.
Investment Executive.
This is a full-time opportunity to establish a variable-income and self-employed business in association with IG Wealth Management (au Québec, cabinet de services financiers). IG Wealth Management offices are located in all provinces and territories in Canada. Submissions are subject to an initial and ongoing review process. IG Wealth Management will only contact candidates selected during the screening process.