Financial Planning Intern
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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 Winter 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.
Financial Planning, Sales and Development Lead
Posted today
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Job Description
Job Description
TITLE: Financial Planning, Sales and Development Lead
LOCATION: Calgary, AB
REPORTING: VP Sales
JOB PURPOSE: Why does this role exist?
The Financial Planning, Sales and Development Lead is responsible for training and development of
firm’s Integrated Advisory partners. This role is also responsible for the development and
implementation of our organizational training strategy and assesses its outcomes. The Lead will identify
training and developmental needs and drive suitable training initiatives that build loyalty to the firm. The
role will work across many departments within our Integrated Advisory partners to get employees up
to speed in delivering an exceptional client experience. This position reports to the VP Sales.
KEY ACCOUNTABILITIES:
• Promotes a culture of compliance throughout the firm.
• Designs and develops overall or individualized training and development plans, and presentations that address the needs and expectations of our Integrated Advisory partners.
• Conducts effective orientation sessions; deploys a wide variety of training methods and elicits feedback.
• Contributes to the quality of training designed to enhance employees’ skills, performance, productivity and quality of work.
• Participates in implementation strategy discussions regarding training and firm’s onboarding objectives.
• Provides opportunities for ongoing development of training tools and materials.
• Resolves any specific problems and tailors training programs as necessary.
• Maintains a keen understanding of training trends, developments and best practices and revises programs as necessary in order to adapt to changes occurring in the industry.
• Understands e-learning techniques, and where relevant, is responsible for the creation and/or delivery of e-learning packages.
CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
other regulatory bodies.
• Plans, develops and implements training programs using methods such as classroom training,
demonstrations, on-the-job training, meetings, conferences, and workshops.
• Leverages technology available to deliver training programs.
• Evaluates effectiveness of training programs, providing recommendations for improvement.
• Develops and organizes training manuals, multimedia visual aids, and other educational
materials.
• Identifies and assesses future and current training needs for firm's employees and our
Integrated Advisory partners.
CLIENT MANAGEMENT
• Works effectively with people at all levels, motivates others and encourages positive changes in
people's attitudes when necessary.
• Focuses on delivering a first-class client experience; committed to following up to assure the
successful implementation of training objectives.
• Assures data within the CRM is current and accurate; runs reports as required.
LEADERSHIP AND TEAM DEVELOPMENT
• Confers with leadership and conducts surveys to identify training needs based on projected
production processes, changes, and other factors.
• Researches new technologies and methodologies in workplace learning and makes
recommendations as appropriate.
• Fosters an atmosphere of teamwork and cohesiveness.
FINANCIAL & BUSINESS PERFORMANCE
• Monitors, evaluates and reports on training program’s budget, effectiveness, and success.
• Considers the costs of planned programs assessing the return on investment of any training or
development program.
FUNCTIONAL COMPETENCIES
• Familiarity with traditional and modern training methods (mentoring, coaching, on-the-job or
in classroom training, e-learning, workshops, simulations etc.).
• Demonstrated ability to flourish in environments of significant change. Open to feedback and
ongoing process improvement.
• Superior interpersonal skills and with proven ability as a relationship builder in person and
remotely by phone or Skype.
• Effective verbal and written communication skills; strong presentation skills (remote and inperson)
• Problem-solving and negotiation skills; effective time management to meet deadlines.
• Ability to plan, multi-task and manage time effectively.
• Strong writing and documentation skills for reports and training manuals.
QUALIFICATIONS
• Minimum undergraduate degree in a business-related program
• Minimum of five (5) years experience in training and development roles
• CFP Designation required
• Previous investment and/or insurance experience considered an asset
• Previously experience managing a book of clients considered an asset
• Proven track record in designing and executing successful training programs
• Familiarity with Microsoft Office 365 suite considered an asset
• Strong computer and database skills
• Some travel is required
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