274 Financial Modeling jobs in Canada
Manager, Financial Modeling & Analytics
Posted today
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Job Description
Join one of Canada’s fastest-growing companies and be part of something extraordinary – welcome to goeasy ! At goeasy, our people and culture are at the heart of everything we do, and we’re proud to be recognized for it. We’ve earned prestigious accolades such as Waterstone Canada’s Most Admired Corporate Cultures , Canada’s Top Growing Companies , and the TSX30 , highlighting us as one of the top performers on the TSX. We’re also honored to be named a Greater Toronto Top Employer and recognized by Great Place to Work® as having the Best Workplaces for Women , and having one of the Most Trusted Executive Teams , and included on TIME Magazine’s 2025 list of Canada’s Best Companies . These honors reflect our commitment to fostering an inclusive, high-performance culture where talent thrives and innovation drives us forward.
As one of Canada’s leading alternative consumer lenders, we’re passionate about helping everyday Canadians create a brighter future. Our vision is to provide a path to a better tomorrow, today. We offer a full range of products, including non-prime leasing, unsecured and secured loans, and point-of-sale financing through easyhome , easyfinancial , and LendCare .
If you're seeking an exciting, high-growth environment where your contributions truly matter, we want to hear from you! Join us, and together, let's create a future of financial empowerment.
OverviewWe are seeking a Manager, Financial Modeling & Analytics to play a pivotal role in shaping our company’s capital allocation strategy and long-term growth trajectory. In this highly visible position, you will design and lead sophisticated analytics that influence how we invest, manage risk, and unlock value across our portfolio.
This role goes far beyond traditional FP&A: you will build advanced financial decision models, including Monte Carlo simulations and optimization frameworks, that provide the Board and executive leadership with clear, data-driven answers to complex questions. Should we deploy capital into M&A or internal projects? How much risk exposure is acceptable on a new product suite? What’s the optimal balance between growth investments and return of capital? You will bring the analytical structure to answer these questions with precision.
You will be at the intersection of strategy, finance, and operations, collaborating with leaders across Corporate Development, FP&A, Treasury, and Product to ensure our capital is deployed with maximum efficiency. This is an opportunity to build decision-making frameworks from the ground up, while presenting your findings directly to senior executives who rely on your insights to guide multi-million-dollar decisions.
Key Responsibilities 1. Design & Optimize Financial Decision Models- Build and refine optimization models (e.g., linear programming, Excel Solver) to support capital planning, budget allocation, and resource optimization across business units.
- Develop risk-weighted analytics that clearly communicate potential upside and downside exposure to senior leadership.
- Build dynamic scenario-based models to assess the impact of macroeconomic factors (market trends, inflation, regulatory changes) on investments, M&A, and capital strategy.
- Apply Monte Carlo simulation techniques to forecast variability and improve the resilience of capital allocation decisions.
- Provide decision frameworks for capital allocation at the Board and executive level, including ROI, loss-rate assumptions, and probability-adjusted outcomes.
- Partner with FP&A and Corporate Development on M&A evaluations, assessing portfolio fit and financial viability.
- Translate complex analytics into intuitive dashboards and visualizations using Power BI, Tableau, or OneStream.
- Present clear, data-backed recommendations to executives and other senior decision-makers.
- Incorporate advanced analytics into forecasting, budgeting, and long-range planning, working closely with the FP&A team.
- Build models that align strategic initiatives with operational realities.
- Lead and support ad hoc and high-impact financial analytics projects, including product suite evaluations, loss-rate analysis, and portfolio optimization initiatives.
- Bachelor’s degree in Finance, Statistics, Economics, Engineering, Mathematics, or a related field (MBA or CFA preferred).
- 5–8 years of experience in FP&A, corporate finance, capital planning, or strategy, with strong hands-on modelling experience.
- Advanced proficiency in Excel, including Solver, scenario analysis, and Monte Carlo simulations.
- Strong experience with data visualization tools: Power BI, Tableau, or OneStream.
- Knowledge of capital budgeting, investment valuation, and risk-adjusted return methodologies.
- Exceptional analytical and problem-solving skills with the ability to simplify complex data for senior leaders.
- Strong communication and storytelling skills, with experience presenting to executive leadership or Boards.
Work Environment: We offer a Flexible Work Program that provides you the ability to work three days onsite per week , from our Mississauga office.
Internal Applicants: please apply through the link and provide written endorsement from your current manager.
Why should you work for goeasy?
In keeping with our mission to create better tomorrows for our employees, each year goeasy commits to continuously enhancing its total rewards. Here are some of the perks we offer…
Financial Benefits:
- Leverage our RRSP match and Employee Share Purchase Plan programs.
- Annual bonus that rewards your hard work and dedication.
- Employee discounts on furniture, electronics, and appliances.
- MAT & PAT leave top-up.
- Expand your financial knowledge through engaging Financial Literacy Learning opportunities.
Health and Lifestyle:
- Enjoy company-paid volunteer days to give back to the community.
- Access 24/7 healthcare with Virtual Doctor Appointments.
- Personalize your benefits with a flexible modular benefits package.
- Stay fit and energized with exclusive access to our on-site private gym at our head office.
Employee Perks:
- Fuel your growth with the Tuition Assistance Program.
- Double the impact of your generosity with Company Matched Charitable Donations.
- Internal development training programs and platforms including job-specific training, career coaching, leadership excellence, mentorship, and many others.
- Enjoy a state-of-the-art office space with perks like a games room, a healthy snack program, a fitness studio, free gated parking, and more!
Diversity, Inclusion, and Equal Opportunity Employment :
At goeasy, we believe that we can only be the best when people are able to bring their best selves to work every day. goeasy is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. As an equal opportunity employer, we are committed to providing accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. Please let the talent acquisition team know if you require an accommodation during any aspect of the recruitment process and we will work with you to address your needs.
Additional Information:
All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire. We thank all interested applicants; however, we will only be contacting those for interview who possess the skills and qualifications outlined above.
#LI-RU1
Chef de projet, modélisation Financière PAPM / Project Lead, Financial Modeling PAPM
Posted today
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Job Description
Aperçu du poste
Le Chef de projet, PAPM jouera un rôle essentiel dans l’amélioration de la précision et de la flexibilité des allocations de coûts d’entrepôt. Cette personne collaborera étroitement avec des consultants externes, des experts internes en la matière (SMEs) et l’équipe de tarification pour concevoir, valider et mettre en œuvre des méthodologies d’allocation qui reflètent les réalités opérationnelles et soutiennent la prise de décisions stratégiques.
Section A : Responsabilités clés
Section B : Qualifications
Section C : Compétences
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Position Overview
The Project Lead, PAPM will play a critical role in enhancing the accuracy and flexibility of warehouse cost allocations. This individual will collaborate closely with external consultants, internal subject matter experts (SMEs), and the Pricing team to design, validate, and implement allocation methodologies that reflect operational realities and support strategic decision-making.
Section A:
Key Responsibilities
Section B - Qualifications
Section C – skills
The incumbent of this position will provide daily support to internal and/or external clients outside Quebec and/or in the United States. Therefore, he/she must be proficient in spoken and written English. Please note that the number of positions requiring English language skills has been limited where possible.
***
Le.la titulaire de ce poste aura à soutenir de façon quotidienne des clients internes et/ou externes à l’extérieur du Québec et/ou aux États-Unis. Par conséquent, ce poste requiert une maîtrise de l’anglais à l’écrit et à l’oral. Veuillez noter que le nombre de postes dont les tâches requièrent une connaissance de la langue anglaise a été restreint dans la mesure du possible
We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please
Our Base Pay Range for this position
$85,400 - $142,400Financial Planning Coach
Posted 1 day ago
Job Viewed
Job Description
Toronto, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
TD General
**Pay Details:**
$76,800 - $115,200 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
Additional Job Description
**Department Overview:**
As a member of TD Private Wealth Management (PWM), the Wealth Planning Support Team (WPS) consists of financial industry professionals that includes accountants and financial planners. The team's mission is to support the wealth planning process by providing knowledge, tools and planning support that empowers advisors to make sound and proactive recommendations that are tailored to each client's unique objectives. The Wealth Planning process is fundamental to the way we do business. It is a thorough and consistent approach that can help guide client relationships. Our goal is to help advisors create integrated and customized solutions for clients by focusing on their unique objectives.
Financial Planning Coaching is a team within the WPS team. Financial Planning Coaching consists of financial planning subject matter experts with an overarching objective of supporting TD Wealth (TDW) advisors with delivering on our 4 Pillar Value Proposition. The Financial Planning Coaching team provides financial planning expertise to the Financial Planning Line of Business through proactive coaching. The team's mandate is to support TDW advisors with increasing and elevating planning within their book of business. This team is focused on elevating financial planning acumen, best practices with TD Wealth Architect, application of Wealth Planning Standards, and soft skills.
**Job Description:**
As a member of TD Wealth Advice, the Financial Planning Coach is responsible for coaching and mentoring with TD Wealth Financial Planners deliver high value financial planning to TD's Mass Affluent clients. Specifically, the Financial Planning Coach has accountability for:
a) Provide coaching and expertise to TD Wealth Financial Planners to bolster their financial planning acumen and deliver comprehensive financial planning to all clients
b) Elevating the level of quality contained within financial plans aligned, with TD's Standards; and
c) Support a dedicated region in driving the strategic vision of delivering wealth planning to TD's clients.
The Financial Planning Coach is an experienced practitioner who has a strong understanding of trends and regulatory matters that impact an advisor's practice. He/she/they possesses and can train/ coach to soft skills and technical knowledge required to deliver high quality financial planning.
Key responsibilities include:
- Proactively meet with all Financial Planner's within a dedicated Region on a regular cadence - individual and team-based
- Determine where the FP is in their learning journey and proficiency as it relates to executing on our value proposition and the full financial planning process
- Coach and train to the individual needs of Financial Planner's to elevate proficiency and acumen
- Curate resources to enable Financial Planner to execute on their development plans
- Create and deliver training on various financial planning topics and TD's financial planning software (TD Wealth Architect) at branch and regional level
- Proactively meet with all Senior Regional Manager's to identify gaps and opportunities to train/ coach to and provide feedback loop on outcomes of individual Financial Planner meetings
- Conduct spot checks on plans to ensure they are meeting the requirements of the Wealth Planning Standards
**Education/Accreditations:**
- Undergraduate degree
- Expertise in Coaching
- Experience in Adult Learning/ Instructional Design
- Certified Financial Planner (CFP) designation
- 8 years of relevant experience in all aspects of Wealth Planning
- Complex Financial Planning experience
- Computer skills: Microsoft Office, Voyant (Financial Planning software)
- Strong understanding of financial planning process including Discovery, Analysis, Plan Presentation, and Implementation
- Understanding of trends and regulatory matters that impact an advisor's practice
**Other** **Qualifications/Skills/Experience:**
- Minimum 8 years of financial or wealth planning experience
- A self-starter with the ability to work independently and to provide high quality services to clients
- Excellent people and relationship building skills
- Strong communication, presentation, time management, and organizational skills
- Computer proficiency (Word, Powerpoint, Excel, etc.)
- Professional designation such as CA, CGA, CMA and/or LL.B an asset
- Investment and insurance industry knowledge strong assets
- Willingness to travel within Canada
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Financial Planning Intern
Posted today
Job Viewed
Job Description
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 Intern
Posted today
Job Viewed
Job Description
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 Intern
Posted today
Job Viewed
Job Description
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 Intern
Posted today
Job Viewed
Job Description
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.
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Financial Planning Intern
Posted today
Job Viewed
Job Description
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 Intern
Posted today
Job Viewed
Job Description
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 Intern
Posted today
Job Viewed
Job Description
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.