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Financial Planning Intern at Halifax Regional Municipality

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Financial Planning Intern

Job detail

Financial Planning Intern

IG Wealth Management

INTERN

Posted 6/5/2025

Location

Halifax, Nova Scotia

Core responsibilities

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

Requirements summary

Be in at least the second year of a bachelor's program in financial planning, finance, accounting, or business administration. Strong relationship-Building, communication, and leadership skills. Motivated, independent, and interested in financial and tax planning.

At least the second year of a bachelor's program in financial planningfinanceaccountingor business administrationExcellent communication skillsRelationship-building and networking skillsAbility to present complex informationIndependent with an entrepreneurial spiritSelf-confidence and leadership skillsStrong interest in financial and tax planning

Apply now

Apply directly on the district site. This opens in a new tab.

IG Wealth Management

Hiring organization

IG Wealth Management

IG Wealth Management is hiring for education-focused roles in Halifax, Nova Scotia. It operates in financial services. Headquarters: Ottawa, Ontario, Canada. This opening is listed as intern.

View employer profile

IndustryFinancial Services

HQOttawa, Ontario, Canada