Job detail

Financial Planning Intern

IG Wealth Management

INTERN

Posted 6/5/2025

Location

Kingston, Ontario

Core responsibilities

Forge sustainable client relationships.

Manage client portfolios.

Understand and analyze client needs.

Recommend appropriate financial products.

Participate in client prospecting and outreach.

Assist in creating and updating financial plans.

Contribute to development of new business opportunities.

Perform financial and risk analyses.

Apply financial and tax planning concepts.

Prepare and present recommendations.

Complete specialized financial planning training.

Contribute to statistical analysis and special projects

Requirements summary

Second-Year university student in financial planning, finance, accounting, or business administration; strong relationship-Building and communication skills; motivated, independent, and entrepreneurial; interested in financial and tax planning.

At least the second year of a bachelor's program in financial planningfinanceaccountingor business administration.LeadershipTeamworkNetworkingCommunication skillsAnalytical skillsEntrepreneurial spiritRelationship-buildingSelf-confidenceFinancial and tax planning knowledge

Benefits

Career development opportunities
Hands-on experience
Potential for ongoing part-time work
Practical experience subject to CPA Order approval
Mentorship from financial planning professionals

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