Duration

• 12 to 16 weeks.

The Position

• 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. 

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

• 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.

Company

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.  The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.  Its activities are carried out principally through IG Wealth Management and Mackenzie Investments. 

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.