Financial Planning Intern

IGM Financial Inc. is one of Canadas 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 Financials unique business model based on leading brands and multi-channel distribution strategy were 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 Canadas 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 were looking for to join ourSummer 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 youll 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.

Whats in it for you

Roles and responsabilities

Under the guidance of the internship supervisor you will learn about the process underlying the Financial Planners 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

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

Required Experience :

Intern

Key Skills

Internal Audit,Financial Services,Financial Performance,Variance Analysis,Journal Entries,Account Management,ACH,Customer Accounts,General Ledger Accounts,Payroll,Customer Relationships,Financial Statements,Annual Reports

Employment Type : Intern

Experience : years

Vacancy : 1