Talent.com
Financial Planning Intern
Financial Planning InternIG Wealth Management • Halifax, Nova Scotia, Canada
Financial Planning Intern

Financial Planning Intern

IG Wealth Management • Halifax, Nova Scotia, Canada
30+ days ago
Job type
  • Part-time
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 • Halifax, Nova Scotia, Canada

    Similar jobs
    Vehicle Wholesale Representative

    Vehicle Wholesale Representative

    Hertz • Goffs, Nova Scotia, Canada
    Full-time
    Quick Apply
    Vehicle Wholesale Representative!.Not only do you get to be part of an organization where you.Below are a few perks and discounts : . Company pension plan with company match.Career Growth with h...Show more
    Last updated: 21 days ago
    Sales Representative - 60k / Year - Remote

    Sales Representative - 60k / Year - Remote

    Spade Recruiting • East Hants, Nova Scotia
    Remote
    Full-time
    Quick Apply
    We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...Show more
    Last updated: 14 days ago • Promoted
    Statistical Analyst

    Statistical Analyst

    Tigermed • dartmouth, ns, ca
    Full-time
    Collaborate with statisticians and data managers to ensure data accuracy and consistency.Support ad-hoc data requests, clinical data reviews, and data validation activities.Continuously improve pro...Show more
    Last updated: 3 days ago • Promoted
    Remote Senior Finance Specialist - AI Trainer

    Remote Senior Finance Specialist - AI Trainer

    SuperAnnotate • Fall River, Nova Scotia, CA
    Remote
    Full-time
    In this hourly, remote contractor role, you will review AI-generated finance analyses and / or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while pro...Show more
    Last updated: 30+ days ago
    Responsible Gambling Analyst

    Responsible Gambling Analyst

    BET99 • halifax, ns, ca
    Full-time
    BET99 is Canada's Premiere Online Sportsbook and Casino.Launched in 2020, we have consistently innovated the online gaming landscape every step of the way, exponentially growing our customer base a...Show more
    Last updated: 2 days ago • Promoted
    Guidewire Billing Business Analyst - halifax

    Guidewire Billing Business Analyst - halifax

    Coforge • halifax, ns, ca
    Full-time
    Guidewire Billing Business Analyst.Guidewire cloud, Billing, Agile.We at Coforge are hiring Guidewire Billing Business Analyst with the following skillset : . Strong knowledge of Guidewire applicatio...Show more
    Last updated: 2 days ago • Promoted
    Maintenance Intern - Summer 2026

    Maintenance Intern - Summer 2026

    Parrish and Heimbecker • Halifax, NS, CA
    Full-time
    Quick Apply
    Maintenance Intern P&H Milling P&H is the largest Canadian-owned milling company.The P&H Milling Group sources wheat from Western Canada, Ontario, and Atlantic ...Show more
    Last updated: 30+ days ago
    Business Analyst III - Confidential

    Business Analyst III - Confidential

    Confidential • dartmouth, ns, ca
    Full-time
    Our teams are committed to always being innovative and staying at the forefront, by joining our Training Center Operations Experience team, you will have the opportunity to actively participate in ...Show more
    Last updated: 3 days ago • Promoted
    Senior Associate - Relocate to the US - Frederick Fox

    Senior Associate - Relocate to the US - Frederick Fox

    Frederick Fox • dartmouth, ns, ca
    Full-time
    Senior Associates — Relocate to the U.Senior Associates to work directly with CFOs and finance leaders at Fortune 1000 and large private companies. This is true advisory work, not Big 4 audit grind : ...Show more
    Last updated: 1 day ago • Promoted
    Finance Private Tutoring Jobs Duncans Cove

    Finance Private Tutoring Jobs Duncans Cove

    Superprof • Duncans Cove, 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
    Coordinator, Advocacy - Cystic Fibrosis Canada / Fibrose kystique Canada

    Coordinator, Advocacy - Cystic Fibrosis Canada / Fibrose kystique Canada

    Cystic Fibrosis Canada / Fibrose kystique Canada • halifax, ns, ca
    Full-time +1
    Full-Time - 12-month contract – Existing position.Anywhere in Canada, preference for Quebec, Toronto or Calgary.Hybrid or remote depends on location. We are committed to a human-centered recruitment...Show more
    Last updated: 12 days ago • Promoted
    Agile Coach

    Agile Coach

    United Software Group Inc • NS, Canada
    Full-time
    Quick Apply
    Job Title : Agile Coach Location : Halifax, CA (Remote within the Canada Preference for EST / CST) Position Over...Show more
    Last updated: 11 hours ago • New!
    Senior Life Underwriter - Empire Life

    Senior Life Underwriter - Empire Life

    Empire Life • halifax, ns, ca
    Full-time +2
    Location : Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $78,698 - $125,350. This TTC range is applicable to permanent roles only; fixed-t...Show more
    Last updated: 30+ days ago • Promoted
    MD Consultant - Nova Scotia

    MD Consultant - Nova Scotia

    Cloudcure • Nova Scotia, Canada
    Remote
    Full-time
    Quick Apply
    Cloudcure is a Canadian virtual healthcare platform focused on evidence-based metabolic care.We provide longitudinal care in a structured program, with intensive lifestyle intervention support and ...Show more
    Last updated: 1 day ago