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 specialists in financial planning. Youll engage in practice management, support client meetings, and understand the components of effective financial strategies. Develop significant 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
• Robust 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.
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