Financial Planning Intern - Regional Municipality of Waterloo, Ontario

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 mill ...

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.