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Wealth Management Sales Intern
Job Description & How to Apply Below
Support Canada Life’s Wealth sales team in a hybrid Calgary or Vancouver internship using Salesforce, activity management, and client communication skills. This temporary full-time position runs January through April.
The Wealth Management Intern supports external and inside wholesalers through sales coordination and case support. You will manage advisor activity, maintain CRM information, and help implement territory business plans. The internship also develops understanding of wealth management sales processes and business functions.
Key Responsibilities:- Coordinate closely with external and inside wholesalers
- Book advisor meetings and manage territory activity
- Prioritize inquiries and follow up with key contacts
- Report Salesforce opportunities, segmentation, and activity
- Maintain advisor information and provide administrative support
- Current Canadian post-secondary enrollment or recent graduation
- Commerce or related post-secondary education
- CSC or IFIC certification completed or strongly motivated
- Sales, hospitality, or client-facing experience
- Strong communication, organization, and relationship-building skills
Apply your Salesforce, coordination, and communication strengths while supporting Canada Life’s Wealth sales process in Calgary or Vancouver.
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