Internship Opportunity in Financial Planning

4 days ago


Montreal, Quebec, Canada IG Wealth Management Full time
About the Internship Program

We are seeking highly motivated and ambitious university students to join our Fall 2024, Winter 2025, and Summer 2025 internship program in financial planning.

Key Responsibilities:

  1. Assist in creating, updating, and optimizing financial plans for clients.
  2. Participate in client prospecting and outreach activities.
  3. Contribute to the development of new business opportunities.
  4. Gain hands-on experience in client relationship management.
  5. Develop skills in financial and tax planning concepts.
  6. Prepare and present recommendations to supervisors and management teams.

Requirements:

  • Currently in at least the second year of a bachelor's program in financial planning, finance, accounting, or business administration.
  • Excellent communication and presentation skills.
  • Ability to work well in a team environment.
  • Strong interest in pursuing a career in financial and tax planning.

Why Choose IG Wealth Management?

  • Investors Group financial advisors enjoy independence and flexibility, combined with industry-leading training and support.
  • IG Wealth Management compensation is based on hard work and motivation, rather than seniority or experience.

Learn More:

IG Wealth Management is a leading provider of financial planning and wealth advice to Canadians. Our synchronized approach to financial planning looks at all aspects of a client's financial life, and we have a team of over 4,000 financial advisors dedicated to building lasting relationships with our clients.



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