Financial Planning Internship - Wealth Advisor Practice - Winter

Location: RO33 - Toronto Central
- Ontario

Employment Type :
Internship
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Location: RO33 - Toronto Central
- Ontario


Employment Type :
Internship
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
With a vision to inspire financial confidence, IG Wealth Management is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values:
Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

This internship opportunity is offered by an IG Wealth Management Wealth Advisor, who is an independent contractor to IG Wealth Management. The selected candidate will not be employed by IGM Financial Inc. or IG Wealth Management Inc. but will be employed directly by the Wealth Advisor. The Wealth Advisor will be solely responsible for the employment relationship and all aspects of the internship, including supervision, compensation, work location, schedule and day-to-day responsibilities.

This internship opportunity is ideal for students who want to learn more about financial planning, client relationships, entrepreneurship, and the business side of wealth management. As an intern, you’ll gain practical exposure to how a financial planning practice operates, how client relationships are built, and how financial planners help individuals and families plan for their future.

You’ll work under the supervision of a Wealth Advisor and may be involved in a variety of activities related to client service, practice management, financial planning support, and business development.

This is a full-time winter term position (January to April 2027) requiring 37.5 hours per week, Monday through Friday. Candidates must be eligible to work full-time for the entire duration of the program.

The expected annual base salary range (prorated for the term) for this role is $49,000 - $51,000, which is determined based on year of study, geographic location and candidate’s skills, knowledge and experience. In addition to base salary, this role is eligible for paid time off.

• Shadow a Wealth Advisor and learn about the day‑to‑day activities of a financial planning practice.
• Support client meeting preparation, follow‑up, and documentation.
• Assist with organizing and updating client information and financial planning files.
• Learn about the financial planning process, including discovery, analysis, recommendations, implementation, and ongoing service.
• Support business development initiatives such as market…