25 Sep
|
IG Wealth Management
|
Vancouver
25 Sep
IG Wealth Management
Vancouver
Pursue an exciting internship in wealth management with IG Wealth Management in Greater Vancouver, British Columbia. Immerse yourself in financial planning and client-facing advisory roles within a hybrid workplace. This internship, running from January to April 2027, provides students with the chance to learn from seasoned professionals in financial planning.
You'll engage in practice management, support client meetings, and understand the components of effective financial strategies. Develop important skills while helping clients achieve financial confidence. Key Responsibilities:
- Shadow a Wealth Advisor for on-the-job learning
- Prepare and document client meeting outcomes
- Manage and update financial planning files
- Engage in community outreach and business initiatives
- Participate in various training and mentorship sessions Requirements:
- Enrollment in finance, accounting, or related fields
- Strong desire to learn and help others in financial decisions
- Effective communication and problem-solving skills
- Detail-oriented with excellent organizational abilities
- Proficiency in Microsoft Office and familiarity with CRM tools Elevate your career prospects in financial planning through this valuable internship.
📌 Wealth Management Internship - IG Wealth (Vancouver)
🏢 IG Wealth Management
📍 Vancouver