Wealth Management Intern

Temporary Full Time

This is a four-month position running from September to December. Applicants must be currently enrolled at a recognized Canadian college or university or have graduated within the past eight months.

Applicants are required to submit a resume and their most recent unofficial transcript.

We are looking for a Wealth Management Intern (Student/New Grad Position).

Our organization is strong, and we’re getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your craft.

As a Wealth Management Intern (Student/New Grad Position), you will support the sales team by providing activity management and case support to ensure the right follow up and coordination through the sales process are met and allow the sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business plans.

**What you will do**:

- Work closely with the external wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
- Manage activity for the territory (i.e. booking meetings with advisors)
- Clear the path & support on wholesale opportunities by sorting, prioritizing, and responding to incoming advisor inquiries and follow up with key contacts to maintain advisor confidence in sales process
- Report on Salesforce opportunities, segmentation and activity management, as well as leveraging our internal sales reporting system to measure sales results
- Prepare for special events and campaigns
- Implement operational and sales support tactics
- Facilitate weekly team meetings with a prepared agenda to elicit collaboration and efficiency within territory
- Ensure data integrity by inputting and maintaining advisor related information in CRM database, Salesforce, as changes are required
- Provide general administrative support
- Participate and attend sales conferences and meetings
- Attend workshops to improve your presentation skills, product knowledge, among many others
- Explore opportunities with Canada Life by collaborating with other departments and learning about various business functions and roles available upon your graduation

**What you will bring**:

- Have completed or are in the process of complete a post-secondary education in Commerce or a related degree.
- Have completed, are in the process of completing, or are highly motivated to pursue their CSC or IFIC certification
- Bring experience in sales, hospitality or other client-facing roles that require strong communication and interpersonal skills
- Are growth oriented, self-starters, problem solvers, active listeners, and passionate about wealth management/investing, the markets, finding solutions, and working with people
- Focused and interested in building strong, collaborative relationships
- Strong organizational skills, with the ability to prioritize, and meet deadlines
- Are goal oriented and are passionate about learning how various sales processes can provide a clear path for the sales team to drive sales results

The base salary for this position is between **$47,700****:

- $67,000** annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversi