Internship Program-Financial Planner

3 months ago

Montreal, Canada IG Wealth Management Full time

Own your Future

Internship Program – Financial Planner

REGIONS:

Saguenay

Québec Rive-Sud

Québec - Sillery

Montréal West-Island

Laval

Sherbrooke

Québec - Lebourgneuf

Montréal Rive-Sud

Terrebonne-Lachenaie

Dorval

Trois-Rivières

Québec - Sainte-Foy

Montréal Centre-ville

Boisbriand

Gatineau

Rouyn-Noranda

Val d'Or

Victoriaville

 

STATUS: Between 14 and 28 hours/week

 

Looking for an exciting internship opportunity?

Eager to find out more about a career as a financial planner?

In your 2nd or 3rd year of a bachelor's program?

 

If you answered yes to all these questions, you could be the person we’re looking for to join our Fall 2024, Winter 2025 and Summer 2025 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 10 to 12 weeks. Successful completion of the internship may lead to opportunities for ongoing part-time work during your studies and a formal offer after graduation.
  • Internship periods: Fall 2024, Winter 2025, and Summer 2025
  • Could be recognized as practical experience subject to CPA Order approval.
    • Conditions apply: to ensure that the position is eligible for practical experience, please contact the CPA Order.

 

What’s in it for you

  1. Acquire hands-on experience.
  2. Build skills in client relationship management.
  3. Help clients achieve their financial goals.
  4. Put theory into practice.
  5. Get mentored by an experienced team of financial planners.
  6. Establish the foundations for building a prosperous career.

 

Job description

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.

 

Why choose IG?

  • Investors Group financial advisors enjoy the best of both worlds: independence and flexibility on the one hand, and industry-leading training, development and support on the other.
  • IG Wealth Management compensation for advisors is based on hard work and motivation rather than seniority and experience.
  • Our team of over 4,000 financial advisors is dedicated to building lasting relationships with our more than one million clients across Canada.

 

Learn more about IG Wealth Management

For more than 90 years, we have built meaningful, long-term relationships with our clients and their families. Our synchronized approach to financial planning looks at all aspects of a client’s financial life. We take the time to explore all the life goals, financial aspirations, and concerns clients have for themselves and their families, and then follow up with a comprehensive analysis of their overall financial well-being. We know that life is dynamic, so we assess and adjust client plans as their circumstances change. This approach enables them to take advantage of the possibilities that life brings and helps them realize their full financial potential. Today we deliver financial planning and wealth advice to more than one million Canadians coast to coast through our network of financial advisors.

 

¹Investment Executive.

This is a full-time opportunity to establish a variable-income and self-employed business in association with IG Wealth Management (au Québec, cabinet de services financiers). IG Wealth Management offices are located in all provinces and territories in Canada. Submissions are subject to an initial and ongoing review process. IG Wealth Management will only contact candidates selected during the screening process.

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