About the internship
What’s in it for you
Job description
Under the guidance of the internship supervisor, you will learn about the process underlying the Financial Planner’s work: forging sustainable client relationships, managing client portfolios, understanding/analyzing client needs and recommending the right products based on the appropriate strategies. You will also learn about the inner workings of client prospecting/outreach, client onboarding, the sales cycle and administrative follow-up. You will have opportunities to:
*Tasks may be adapted to take into account the successful applicant’s skills.
Why choose Investors Group?
Learn more about Investors Group Wealth Management
For more than 90 years, we have built meaningful, long-term relationships with our clients and their families. Our synchronized approach to financial planning looks at all aspects of a client’s financial life. We take the time to explore all the life goals, financial aspirations, and concerns clients have for themselves and their families, and then follow up with a comprehensive analysis of their overall financial well-being. We know that life is dynamic, so we assess and adjust client plans as their circumstances change. This approach enables them to take advantage of the possibilities that life brings and helps them realize their full financial potential. Today we deliver financial planning and wealth advice to more than one million Canadians coast to coast through our network of financial advisors.
¹Investment Executive.
This is a full-time opportunity to establish a variable-income and self-employed business in association with IG Wealth Management (au Québec, cabinet de services financiers). IG Wealth Management offices are located in all provinces and territories in Canada. Submissions are subject to an initial and ongoing review process. IG Wealth Management will only contact candidates selected during the screening process.
Co-op Position Eligibility Criteria:
To be considered for this co-op position, applicants must meet the following criteria:
1. Enrollment Status: Must be a current NSCC student in good academic standing and returning to your program for classes in the Fall. Graduating students are not eligible for co-op.
2. Academic Continuity: Must be returning to your current program for full-time study in the Fall Term.
3. Program Requirement: Must be enrolled in an eligible program that has a co-op course. See eligible programs here: https://www.nscc.ca/programs-and-courses/learning-experience/hands-on-learning/work-experience/co-op-programs.asp
4. International Students Permit Requirement: International students must possess a valid co-op work permit from the Government of Canada with no restrictions that would prevent them from engaging in the described co-op work
5. Tuition Requirement: The co-op course is an elective first-year course in your program that occurs in the Spring/Summer semester. There is a tuition fee for this course.
6. Approval Requirement: All co-op experiences must be approved by your faculty or Academic Chair and sent to workexperience@nscc.ca in order to receive credit towards your NSCC credential. Please check in with your Faculty Advisor before accepting any job offer.
IG Wealth Management 256 Prince Street Sydney, Nova Scotia B1P 5K6
Gabriel Polan gabriel.polan@financiereigm.com Preferred Contact: https://igwealth.talentnest.com/en/posting/185798