39 Financial Planning jobs in Mississauga

Job Description

Job Description

About Clutch:

We're on a mission to reinvent the way people buy, sell, and own cars. Are you game?

Clutch is Canada's largest online used car retailer, delivering a seamless, hassle-free car buying and selling experience to drivers everywhere. Customers can browse hundreds of cars from the comfort of their homes, get the right one delivered to their door, and enjoy peace of mind with our 10-Day Money-Back Guarantee… and that's just the beginning.

Named two years in a row to the Globe & Mail's list of the Top Growing Companies in Canada and also awarded spots on Deloitte's Technology Fast 50™ and Fast 500™ lists, we're looking to add curious, hard-working, and driven individuals to our growing team.
Headquartered in Toronto, Clutch was founded in 2017 and currently services Ontario, New Brunswick, Nova Scotia, and Prince Edward Island. Clutch is backed by a number of world-class investors, including D1 Capital, Canaan, Real Ventures, BrandProject, and Upper90. To learn more, visit clutch.ca.

About the role:

Clutch is in search of a Financial Services Manager to champion the online used car buying process.
This is a fantastic opportunity to join a rapidly growing team and create a huge impact, as we expand in new cities across Canada!
Take part in disrupting the age-old mundane process of buying a car & redefine what it means to sell used vehicles.

What you'll do:

• Kick off the purchasing process once customers have placed a deposit on our website and be their guide through the transaction - set expectations for the next steps and ensure customer satisfaction
• Update all relevant information and details in our CRM, verify and generate documents
• Submit credit applications through systems like RouteOne, Dealertrack to structure deals for our customers that are looking to finance
• Communicate lender decisions to customers in an accurate and timely manner
• Build the business by upselling ancillary products that Clutch offers including but not limited to: extended warranties, GAP, undercoating etc
• Effectively handle customer objections

All about you:

• Minimum 2-3 year sales experience
• Experience in lending or banking is preferred
• You should be comfortable in a fast-paced environment and able to juggle a large number of customers at a time
• Stoked about disrupting and redefining an age-old industry and a drive to win
• Self-starter attitude
• Attention to detail and high level of organization
• Exceptional communication and negotiation skills
• Must be comfortable to work 100% on-site at our Mississauga facility
• Must be willing to work on weekends and evening shift

Why you'll love it at Clutch:

• Autonomy & ownership -- create your own path, and own your work
• Competitive compensation -- This role offers a base compensation + sales incentive plan!
• Health & dental benefits

Clutch is committed to fostering an inclusive workplace where all individuals have an opportunity to succeed. If you require accommodation at any stage of the interview process, please email .

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions.

We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.

We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow.

If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview

The Financial Services Advisor will support and eventually manage a book of business, serving as the primary point of contact for individual clients. In this role, you will triage and handle client requests or direct them to the appropriate team members for solutions, tools, and guidance. This position emphasizes delivering exceptional client service, managing relationships, and supporting financial planning and marketing initiatives.

How you'll make an impact

• Develop systems to enhance client retention and maintain CRM records with updated client information and interactions. Proactively address client concerns, build strong rapport, and uphold the company’s professional image.
• Identify sales opportunities within and outside the client base. Prepare materials for client meetings, create financial plans, and support pre- and post-meeting tasks.
• Process account setups, trades, and transfers in investment services, ensuring accuracy and timely follow-up.
• Manage applications, underwriting, compliance, and client communication for insurance services throughout the process.
• Gather and analyze client data to identify goals, opportunities, and solutions. Prepare and present financial plans while managing a portion of the client portfolio. Offer tailored insurance and health solutions while maintaining high service standards.
• Perform administrative tasks, including organizing client contact lists, scheduling meetings, and managing filing systems.
• Stay updated on tools and technologies to improve efficiency and integrate resources effectively.

About you

• Bachelor’s degree, preferably in risk management/insurance, finance, actuarial studies, commerce, or business.
• 2+ years of experience in the financial services or insurance field (corporate, broker/consulting, or banking).
• Life License Qualification Program (LLQP) certification required.
• Ability to travel 20%–40% of the time.

Compensation and benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Flexible medical & dental coverage to meet your household's needs
• Life, Dependent Life and AD & D Insurance options
• Retirement savings including RRSP including a company match, TFSA, pension and more
• Employee Stock Purchase Plan

Other benefits include:

• Educational expense reimbursement
• Employee assistance programs
• Discounted gym membership (GoodLife Fitness)
• Opportunity for flexible work arrangements
• Paid sick days & personal days
• Employee education recognition program
• Employee referral bonus program

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Job Description

Job Description

Financial Services Sales Advisor - Desjardins Agent Team Member

Location: OAKVILLE, ONT
Type: Full Time, Permanent

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance Agent is the career for you!

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
• Product expert
• Provide prompt, accurate, and friendly customer service
• Work with the Agent to establish and meet office goals

Compensation:

• Salary plus commission/bonus
• Plenty of growth within Agency
• Paid time off (vacation and personal/sick days)
• Flexible work hours

Requirements:

• Sales experience preferred but not required
• Drive to meet sales goals
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Life/Accident and Sickness license required (Canadian Invesetment Funds license a bonus)

We thank all applicants for their interest, however, only those selected for interview will be contacted.

Richard Demille Insurance and Financial Services Ltd.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Job Description

Job Description

Weins Auto Group is looking for an Automotive Financial Services Manager at Mississauga Honda . We are seeking a highly motivated individual with a positive attitude and a willingness to work in a fast-paced team-based environment. This position is an integral role at Weins Auto Group and is the front-line service representative who is responsible for providing our customers with an expectational experience while ensuring their service needs are being met.

We value our employees and believe in our staff, work-life balance and career progression from within. We are an employee-centric workplace with a focus on the whole person.

Join us; we are transforming the auto industry.

See how Weins Auto Group is a great place to work, to learn and grow your career:

• We offer a competitive compensation plan and a top-notch benefits plan
• We are with you and value your loyalty by investing in your future with generous group RRSP options and matching program

• We know everyone needs a long weekend from time to time. We try our best to make that happen for our retail associates.
• We are lifelong learners and want to support our associates who endeavour to continue their education through our Educational Reimbursement Program
• We have a generous Vehicle Purchase Program along with a Parts & Service Discount
• We invest in your career with development and training opportunities.
• We know employees need support from time-to-time. Our Employee Assistance Program is accessible to all associates.

• We want more associates just like you and we offer an Employee Referral Program to thank our associates for a great referral
• We celebrate personal and professional milestones and team events
• We want to promote healthy lifestyle, and offer a generous fitness discounts & more

Responsibilities:

• Deliver exceptional customer experience on all transactions by exceeding customer satisfaction.

• Learn and maintain product knowledge on manufacturer-specific vehicles and manufacturer-specific rebate, finance and incentive programs.

• Plan sales and growth targets, profit levels, a mix of business office products.

• Maintain all reports as required by the dealership.

• Attend sponsored training classes as scheduled.

• Ensure quotes for products & services are competitive and reasonable.

• Train the sales staff on the benefits of financing, insurance and extended service programs.

• Ability to present and sell aftermarket items (warranties, insurance, etc.)

• Establish and maintain strong and professional working relationships with finance companies, banks, manufacture financing centre and suppliers.

• Ensure that all sales customers and potential sales customers of the dealership are handled in a positive manner and in accordance with established procedures and guidelines.

• Provide maximum sales customer satisfaction

• Seek out and develop additional business office products.

Qualifications:

• Automotive Financial Services Manager experience is preferred
• Proficient with MS Suites
• Dealer related systems (such as PBS) experience is an asset
• Valid OMVIC license
• Valid G Driver’s license

Pay rate: $80,000 - $125,000 (Commission Based Only)

Don’t have this exact experience but feel like you have what it takes?

Tell us your story. We also consider potential when hiring employees. Let us know in your cover letter what makes you the perfect candidate for this role.

Weins Auto Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

This is an existing vacancy.

Job Description

Job Description

The Opportunity

You’re the kind of person who is always looking to learn. You want to grow into something greater and you’re looking for an organization that encourages and supports your professional development. Longevity Achieved promotes advancement and rewards our team members based on individual performance and merit. Sure you’ll have exposure to the team, but all of our people are accountable for their success. Competitive and focused, our team is on a mission to deliver excellence. We also know that this can only be accomplished by supporting our advisor growth and development. By providing frequent feedback and consistently measuring progress, we’ve discovered the recipe for success that’s delivered year over year growth since our first year of business. This a culture of winning. At Longevity Achieved we breed winners.

Responsibilities

• Build and maintain relationships with clients to understand their financial goals and provide suitable recommendations.

• Develop and implement effective sales strategies to meet and exceed sales targets.

• Analyze financial information and market trends to provide accurate and timely advice to clients.

• Stay updated on industry regulations and products to provide clients with up-to-date information and compliance.

• Maintain accurate records of client interactions and transactions for compliance purposes.

• Generate leads through networking, referrals, and cold calling to expand client base.

Experience/Qualifications

• Strong sales skills with a proven track record of meeting and exceeding sales targets.

• In-depth knowledge of financial products, investment options, and market trends.

• Excellent communication and interpersonal skills to build and maintain client relationships.

• Ability to analyze financial information and provide accurate advice to clients.

• Proactive and self-motivated with the ability to generate leads and expand client base.

• Knowledge of industry regulations and compliance requirements.

What's in it for you? (Commissions & benefits)

• Enjoy the flexibility of a hybrid work model, allowing you to work both remotely and at our beautiful office location in Mississauga, ON, Canada.

• Performance-based compensation, untapped earning potential   

• Residual income   

• Customized personal business planning   

• Full marketing support, prospecting, and technical assistance   

• Robust technology stack, including customizable CRM software   

• Customized mentorship program with established advisors and managers   

• Ongoing resources and support, with autonomy to run your own practice   

• Opportunity to qualify for trips to enchanting destinations   

• In-house resources, including discretionary portfolio managers, New Business Support, CPA’s, CFP’s, estate planning attorneys, directors of practice development, and subject-based experts     

Longevity values:   

• DYNAMISM: Fuelling action, speed, and continual excellence.

• UNITY: Harmonising wealth and well-being.

• HONOUR: Upholding trust, duty, and ethical conduct.

• BOLDNESS: Pioneering courage, innovation, and decisive action.

• EMPOWERMENT: Enabling choice, strength, and personal growth.

Qualifications:   

• General understanding of financial services   

• Excellent interpersonal skills   

• LLQP, MFDA or securities license are welcomed but not required
   

To ensure your application is considered, kindly answer our screener questions. They're integral to our selection process, helping us better understand your qualifications and fit for the role.  

Longevity Achieved supports a workforce of diverse backgrounds and encompasses policies and initiatives designed to help all team members feel welcomed and well-equipped to succeed in their roles. We also appreciate every application we receive, but due to our overwhelming response, will only be able to contact those who are in consideration for the position.

**We're bullish about your future here.**
Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
**Growing our Positive Impact**
For over 100 years, Edward Jones has built a reputation as a wealth management firm centred around partnership, trust, and community. Our purpose is to partner for positive impact to improve the lives of clients and colleagues, and together, better communities and society. Our values prioritize collaboration, transparency, and a unique "reward-share" approach that ensures both client and advisor success.
**A Firm with Momentum and Big Ambitions**
Today, Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+ years, our assets under care have more than doubled and we're making significant investments in our people, technology, products and capabilities to help our clients achieve their goals. With momentum on our side, we have big ambitions to serve many more Canadians and reach $100 billion in assets under care, and 1,000 advisors by 2030. Simply put, we believe our future is bright!
**Opportunity Overview:**
**Your Experience Is Worth More**
Are you an experienced financial advisor looking for the autonomy, support and compensation your experience deserves? Making the move to Edward Jones could redefine your career.
**What's in it for you?**
**A Culture of Trust, Partnership and Support**
Edward Jones has built a culture of camaraderie - advisor-led leadership and an ecosystem of trust and collaboration, where advisors help each other succeed. Regional leaders and home-office teams support advisors in their growth, while a Client Support Team handles daily operations, allowing advisors to focus on the unique needs of their clients. You'll also be provided with expert advice from top-tier market analysts, specialized support for the complex needs of your high net-worth, cross-border, and small business clients, ongoing training, and a wealth of resources to help you grow your practice.
**More Earnings Potential and Other Rewards**
We believe in a compensation model that values your autonomy, rewards your dedication, and celebrates client-focused results. This includes a stable commission grid, up to three profitability bonuses per year, profit sharing, opportunity for limited partnership, and luxury trips around the world to enjoy with your family and colleagues.
**Freedom to Grow Your Business on Your Terms**
At Edward Jones, our unique structure enables you to run your practice in a way that aligns with your values and your growth ambitions. From choosing your Branch Office Administrator to creating a schedule that works for you and your clients, you are in the driver's seat of your practice. No micromanagement, no imposed sales targets, no shareholder pressures, your sole focus is working in the best interest of your clients' goals.
If Edward Jones sounds like the right move for you, apply now.
Read More About Job Overview
**Skills/Requirements**
**Skills/Requirements:**
+ Currently CIRO Securities or CIRO Mutual Fund licensed in a client serving role
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a proven track record of success.
+ Insurance license preferred, will be required if not currently held
+ Preferred additional FSRA professional designations such as CFP (Certified Financial Planner)
In Quebec, our Financial Advisors are known as Investment Advisors.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

**Work Location:**
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.

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.

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.