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! 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.

During the internship, you may have the prospect to: Shadow a Wealth Advisor and learn about the day‑to‑day activities of a financial planning practice. 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 research, community outreach, prospecting preparation, and client engagement activities. Contribute to practice management activities that help support an efficient and professional client experience. Build your understanding of investment, retirement, estate, tax, insurance, and wealth planning concepts.

Participate in training, mentorship, and learning opportunities related to the financial planning profession. Support special projects based on the needs of the practice and your interests, skills, and academic background.

Responsibilities may be adapted based on the successful candidate's experience, skills, academic background, licensing status, and applicable regulatory requirements.

This internship is an opportunity to:



Explore a potential career path in financial planning and wealth management. Learn directly from experienced professionals in the field. Develop skills in communication, organization, analysis, client service, and relationship‑building.

Better understand the entrepreneurial side of becoming a financial planner. Gain exposure to how a Wealth Advisor builds, manages, and grows a practice. Successful completion of the internship may lead to opportunities for ongoing part‑time work during your studies or potential full‑time career opportunities after graduation.

We're looking for students who bring curiosity, initiative, and a strong interest in helping people make confident financial decisions. Enrollment in a post‑secondary program in financial planning, finance, accounting, business administration, commerce, economics, or a related field. A strong interest in financial planning, wealth management, entrepreneurship, or client‑facing advisory work.

Proficiency with Microsoft Office;

experience with financial planning tools, CRM systems, data tools, or AI productivity tools is considered an asset.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; We encourage applications from all qualified candidates that represent the diversity present across Canada - including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs. #

📌 Financial Planning Internship - Wealth Advisor Practice - Winter 2027 1 (Kingston)
🏢 IGM Financial
📍 Kingston