1,041 Financial Specialists jobs in Canada

Job Description

Salary:

Come join Home Trust Company as a Financial Analyst, Financial Planning & Capital in our Finance team!

Home Trust Company has developed a track record of success as Canadas leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products, through Oaken Financial. Our culture has been shaped by the passion and integrity of our people. Home Trust is a private company.

FIRST THING WHAT YOU NEED TO SUCCEED?

We are looking for individuals who are dedicated, passionate, and driven to execute with excellence!

WE CARE ABOUT OUR EMPLOYEES WELL-BEING, WHAT WE OFFER:

• Base salary, with yearly incentive performance bonus

• Three (3) weeks of vacation, an additional six (6) flex days (sick or personal) in addition to statutory holidays

• Comprehensive benefit packages, offered through Manulife

• Group Retirement Savings Plan (GRSP) up to 8% contribution program & employer match

• $1000 Employee Referral Program

• Employee Discounts; phone plans, gym membership, Toronto Bike Share and many retailer discounts offered through WorkPerks

• Education Assistance program

ABOUT THE ROLE:

To support the Companys financial planning process and assist in the development and delivery of a timely and relevant financial plan aligned with the Companys three-year strategic plan. Additionally provide input for timely, proactive monthly forecasting and stress/sensitivity testing, specifically for the Companys mortgage lending and ELV business.

This position supports the financial planning, forecasting and strategic analysis process. The position is involved in helping prepare materials related to financial information and analysis to senior management, Board of directors, regulators, and the public. Accordingly, the role requires working with and safeguarding highly confidential and sensitive financial information. Responsibilities include liaison with business units to understand strategic initiatives, work with team management to translate them into appropriate financial analyses and provide recommendations on complex and non-routine issues. This area of knowledge is technical and requires developing specialist expertise.

In addition:

• Support the annual the financial planning process including:
• Assistance in the delivery of 3-year financial plan for Board of Directors approval.
• Assistance in the preparation and review of the 12-month rolling monthly forecasting
• process and quarterly in-depth forecast.
• Support the development of the monthly forecast for senior management and quarterly forecast to Board of Directors.
• Review and update models for scenario and sensitivity testing, as required for the Companys EWST and OSFIs MST program requirements.
• Gathering and updating and challenging line of business (LOB) assumptions for models.
• Support the build, design and maintenance of financial tools used in financial planning and forecasting, including processes to automate working papers using RPA, and making updates as required by management and new initiatives.
• Use financial tools to generate profitability analysis and metrics.
• Continuous assessment of and improvement to control activities related to assigned activities and
  within finance.
• Maintaining process and control documentation associated with assigned activities.
• Adhering to all control requirements.
• Assist in the preparation of quantitative and qualitative financial analysis to assess the feasibility of potential opportunities and transactions, which involves working with complex financial models and analytics, relevant assumptions, business framework, risks and methodology.
• Assist in the preparation of business analysis and valuation functions, as assigned.

WHAT WE REQUIRE:

• Authorized to work in Canada

• Great communication skills

• Post-secondary degree or diploma, preferably in business management, finance, or related field (university an asset)
  

• 3-5 years in financial planning/forecasting role or equivalent experience within professional services or, 3-5 years financial services experience
• Strong organizational, time-management skills
• Strong interpersonal relationship building and listening skills
• Excellent written / verbal communication skills
• Maintains a positive attitude
• Flourish in deadline driven environment
• Customer focus with strong sense of urgency
• Advanced Excel skills and proficiency with PowerPoint.

PREREQUISITE: Maintain a positive supportive attitude, help to maintain an inclusive and supportive
company
culture!

Follow us on LinkedIn: Home Trust Company: My Company | LinkedIn

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

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

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

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

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

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

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

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.