Financial Planning Intern

Financial Planning Intern at IG Wealth Management

IGM Financial Inc., one of Canada's leading diversified wealth and asset management companies, manages approximately $271 billion in total assets. Through its principal operations, IG Wealth Management and Mackenzie Investments, the company provides comprehensive financial planning and investment management services to over two million Canadians.

For more than 90 years, IG Wealth Management has grown to become a respected leader in Canada, dedicated to providing exceptional advice, experience, and outcomes for clients throughout their lifetime. Our vision is to inspire financial confidence, and we are proud to be recognized as one of Canada's Top Employers, empowering employees and prioritizing their wellness.

You will join a team committed to client success, collaboration, and continuous skill development. We foster a diverse workplace and encourage applications from all qualified candidates, including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse, and neurodiverse individuals.

About The Internship

This exciting, paid internship program is designed for university students eager to explore a career as a Financial Planner. You'll gain invaluable experience learning from seasoned professionals and successful mentors at IG Wealth Management.

During the 12-to-16-week program, you will collaborate with field network managers, head office specialists, and experts, receiving top-tier support and guidance. You will be paired directly with an IG Wealth Management Financial Planner to experience various career steps firsthand. Successful completion may open doors to part-time work during your studies and a formal offer post-graduation. This experience could also be recognized as practical experience, subject to CPA Order approval.

What’s in it for you?

• Acquire hands-on experience in financial planning.
• Build essential client relationship management skills.
• Help clients achieve their critical financial goals.
• Apply theoretical knowledge to real-world financial scenarios.
• Receive mentorship from experienced financial planners.
• Establish a strong foundation for a prosperous career.

Roles And Responsibilities

Under the guidance of an internship supervisor, you will delve into the core processes of a Financial Planner's work, including:

• Forging sustainable client relationships.
• Managing client portfolios and understanding their needs.
• Recommending appropriate products and strategies.
• Learning about client prospecting, outreach, and onboarding.

You will also have opportunities to:

• Observe and actively participate in a Financial Planner’s daily activities.
• Contribute to creating, updating, and optimizing financial plans.
• Assist Financial Planners in the personalized financial planning process.
• Identify new business opportunities to support development goals.
• Utilize situational analysis to determine favorable conditions for financial transactions.
• Conduct required analyses, diagnose contexts, and assess related risks.
• Apply advanced financial and tax planning concepts.
• Prepare and present comprehensive recommendations to supervisors and management.
• Undergo specialized financial planning training and complete the investment funds course.
• Contribute to statistical analysis and other special projects.

*Tasks may be adapted to align with the successful applicant’s skills.

Qualifications And Desired Skills

We are looking for candidates who possess:

• Currently enrolled in at least the second year of a bachelor's program in financial planning, finance, accounting, or business administration.
• Strong relationship-building and networking capabilities.
• A genuine desire to positively impact clients’ lives.
• Proven ability to collaborate effectively in a team environment.
• A competitive spirit and high motivation to exceed expectations.
• Excellent communication skills and the ability to present complex information clearly.
• Independent work ethic coupled with an entrepreneurial spirit.
• Self-confidence and emerging leadership skills.
• A strong interest in pursuing a long-term career in financial and tax planning.

Key skills/competency

• Financial Planning
• Client Relationship Management
• Investment Management
• Financial Analysis
• Tax Planning
• Business Development
• Communication Skills
• Team Collaboration
• Problem-Solving
• Mentorship & Learning