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
Il y a 20 jours
Type de contrat
  • Temps partiel
Description de poste

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.

    Créer une alerte emploi pour cette recherche

    Financial Planning Intern • Brampton, ON, Canada

    Offres similaires
    Manger, Financial Planning, Analysis and Reporting

    Manger, Financial Planning, Analysis and Reporting

    freelance.ca • Mississauga, Canada
    Temps plein
    A newly established not-for-profit organization is dedicated to delivering coordinated, people-centered healthcare services for communities in Mississauga and West Toronto.The organization is commi...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Mortgage Specialist

    Mortgage Specialist

    BMO Financial • Bolton, ON, Canada
    Temps partiel
    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...Voir plus
    Dernière mise à jour : il y a 1 jour • Offre sponsorisée
    Investment Analyst

    Investment Analyst

    National Bank • Oakville, ON, Canada
    Temps plein
    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...Voir plus
    Dernière mise à jour : il y a 14 jours • Offre sponsorisée
    Accounting Intern — Build Your Future in Construction

    Accounting Intern — Build Your Future in Construction

    PCL Construction • Oakville
    Temps plein
    A leading construction company is seeking an Accounting Student for an internship role in Oakville, Ontario.The internship offers the chance to gain hands-on experience with responsibilities such a...Voir plus
    Dernière mise à jour : il y a 7 jours • Offre sponsorisée
    Financial Advisor - Financial Planning & Analysis

    Financial Advisor - Financial Planning & Analysis

    Trillium Health Partners • Mississauga
    Temps plein
    Trillium Health Partners is one of Canada’s largest community-based teaching hospitals, serving the growing and diverse populations of Mississauga, West Toronto, and surrounding communities through...Voir plus
    Dernière mise à jour : il y a 14 heures • Offre sponsorisée • Nouvelle offre
    Manager, Financial Planning, Analysis and Reporting - Contract

    Manager, Financial Planning, Analysis and Reporting - Contract

    Partners Community Health • Mississauga
    Temps plein +1
    Manager, Financial Planning, Analysis and Reporting - Contract.Posted Monday, August 25, 2025 at 4 : 00 AM.Partners Community Health (PCH) is a new not-for-profit organization, focused on bringing he...Voir plus
    Dernière mise à jour : il y a 7 jours • Offre sponsorisée
    Lead Generation / Sales & Marketing Intern (Unpaid internship )

    Lead Generation / Sales & Marketing Intern (Unpaid internship )

    Sapsol Technologies Inc • Mississauga, ON, CA
    Temps partiel +1
    Quick Apply
    Lead Generation / Sales & Marketing Intern.Educational Placement Opportunity (Unpaid).SAPSOL Technologies is a growing consulting and training organization focused on delivering professional se...Voir plus
    Dernière mise à jour : il y a 1 jour
    Financial Planning and Analysis (FP&A) Analyst

    Financial Planning and Analysis (FP&A) Analyst

    Sailun Tire Americas • Vaughan
    Temps plein
    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...Voir plus
    Dernière mise à jour : il y a 7 jours • Offre sponsorisée
    Forecasting & Planning Analyst - ONroute

    Forecasting & Planning Analyst - ONroute

    ONroute • Mississauga
    Temps plein
    Forecasting & Planning Analyst - ONroute.Posted Monday, January 19, 2026 at 5 : 00 AM.PROLOGIS BOULEVARD UNIT 402 MISSISSAUGA ONTARIO L5W 0G9. Forecasting & Planning Analyst.Manager, Financial Plannin...Voir plus
    Dernière mise à jour : il y a 7 jours • Offre sponsorisée
    Finance Lead : Forecasting, Analysis & Reporting

    Finance Lead : Forecasting, Analysis & Reporting

    Dexterra Group • Mississauga
    Temps plein
    A leading service provider in Mississauga is hiring a Business Finance Lead to oversee monthly financial activities and reporting. Responsibilities include reviewing financials, preparing management...Voir plus
    Dernière mise à jour : il y a 7 jours • Offre sponsorisée
    Strategic Financial Planning Analyst (12-Month Contract)

    Strategic Financial Planning Analyst (12-Month Contract)

    Kohl & Frisch Ltd • Vaughan
    Temps plein +1
    A leading Canadian healthcare distributor is seeking a Senior Financial Analyst, Planning for a 12-month contract based in Vaughan, Ontario. The ideal candidate will excel in financial analysis, bud...Voir plus
    Dernière mise à jour : il y a 7 jours • Offre sponsorisée
    Treasury Analyst : Cash, FX & Forecasting Expert

    Treasury Analyst : Cash, FX & Forecasting Expert

    Charger Logistics Inc. • Brampton
    Temps plein
    A leading logistics company is seeking a motivated individual for a Treasury role in Brampton.The position requires a Bachelor’s degree in Finance and a minimum of 2 years of relevant experience.Re...Voir plus
    Dernière mise à jour : il y a 7 jours • Offre sponsorisée
    Finance Private Tutoring Jobs Bond Head

    Finance Private Tutoring Jobs Bond Head

    Superprof • Bond Head, Canada
    Temps plein +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...Voir plus
    Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
    Analyst, Financial Planning

    Analyst, Financial Planning

    City of Brampton • Brampton
    Temps plein
    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...Voir plus
    Dernière mise à jour : il y a 2 jours • Offre sponsorisée
    Senior Financial Forecasting & Planning Specialist

    Senior Financial Forecasting & Planning Specialist

    Samsung Electronics Perú • Mississauga
    Temps plein
    A leading electronics company in Mississauga is looking for a Sales and Planning Analyst to enhance sales forecasting and budgeting processes. This role involves collaboration with corporate plannin...Voir plus
    Dernière mise à jour : il y a 7 jours • Offre sponsorisée
    Financial Analyst, Contract

    Financial Analyst, Contract

    Vaco by Highspring • King City, ON, CA
    Temps plein
    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...Voir plus
    Dernière mise à jour : il y a 1 jour • Offre sponsorisée
    Senior Financial Planning & Analysis (FP&A) Business Advisor

    Senior Financial Planning & Analysis (FP&A) Business Advisor

    World Vision Canada • Mississauga
    Temps plein
    Senior Financial Planning & Analysis (FP&A) Business Advisor.World Vision Canada is seeking a Senior FP&A Business Advisor to support key portfolios of digital marketing and product.You will serve ...Voir plus
    Dernière mise à jour : il y a 7 jours • Offre sponsorisée
    Solar Estimating Intern (4–16 Months)

    Solar Estimating Intern (4–16 Months)

    PCL Solar Constructors Canada • Oakville
    Temps plein
    A leading construction firm in Oakville seeks an Estimating Student for a 4-16 month internship starting May 2026.The role involves utilizing estimating systems, performing quantity surveys, and bu...Voir plus
    Dernière mise à jour : il y a 7 jours • Offre sponsorisée