Financial Planning Intern at IG Wealth (Regina)

Financial Planning Intern at IG Wealth (Regina)

15 Sep
|
IGM Financial
|
Regina

15 Sep

IGM Financial

Regina

Gain hands-on experience in financial planning with IG Wealth Management as a Financial Planning Intern in Regina, Saskatchewan. Support client relationships and practice management in a hybrid work environment.
This full-time internship runs from January to April 2027 and is perfect for students passionate about financial planning, entrepreneurship, and client service. Under the supervision of a Wealth Advisor, you will assist with client meetings, documentation, and various financial planning processes. This role offers the opportunity to learn about the business side of wealth management while building essential skills in an engaging workplace.
Key Responsibilities:
• Shadow a Wealth Advisor and learn daily activities
• Support client meeting preparation and documentation
• Organize client information and financial planning files




• Learn the financial planning process from analysis to implementation
• Assist with business development initiatives and community outreach
Requirements:
• Enrolled in a relevant post-secondary program
• Robust interest in financial planning and wealth management
• Excellent communication and interpersonal skills
• Organized with attention to detail and analytical abilities
• Proficient in Microsoft Office; experience with CRM tools is a plus
Embark on a valuable journey in financial planning, enhancing client service and learning directly from industry professionals.
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📌 Financial Planning Intern at IG Wealth (Regina)
🏢 IGM Financial
📍 Regina

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