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Financial Planner Intern

Date Posted: December 18, 2024
Closing Date: January 20, 2025
Job Type: Co-op (12 - 16 weeks paid)
Job Category: Business
Number of Positions: 2
Job Location: Sydney, Truro, and Pictou, Nova Scotia
Region: Other

About the Position

About the internship

  • During this paid program, you’ll work with field network managers, specialists and experts from head office and receive the very best support and guidance.
  • You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps.
  • Internships generally last from 10 to 12 weeks. Successful completion of the internship may lead to opportunities for ongoing part-time work during your studies and a formal offer after graduation.
  • Internship periods: Spring and Summer 2025
  • Could be recognized as practical experience subject to CPA Order approval.
  • Conditions apply: to ensure that the position is eligible for practical experience, please contact the CPA Order. 

What’s in it for you

  • Acquire hands-on experience.
  • Build skills in client relationship management.
  • Help clients achieve their financial goals.
  • Put theory into practice.
  • Get mentored by an experienced team of financial planners.
  • Establish the foundations for building a prosperous career. 

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: 

  • Observe and take part in a Financial Planner’s day-to-day activities.
  • Participate in creating, updating and optimizing financial plans.
  • Assist the Financial Planner in the personalized financial planning process.
  • Contribute to development goals by identifying new business opportunities.
  • Use situational analysis to determine favorable conditions for financial transactions.
  • Carry out the required analyses, diagnose the overall context and assess related risks.
  • Apply financial and tax planning concepts.
  • Prepare and present recommendations to the supervisor and the management team.
  • Undergo specialized financial planning training and complete the investment funds course.
  • Contribute to statistical analysis and other special projects.

*Tasks may be adapted to take into account the successful applicant’s skills.

Why choose Investors Group?

  • Investors Group financial advisors enjoy the best of both worlds: Independence and flexibility on the one hand, and industry-leading training, development and support on the other.
  • Investors Group Wealth Management compensation for advisors is based on hard work and motivation rather than seniority and experience.
  • Our team of over 4,000 financial advisors is dedicated to building lasting relationships with our more than one million clients across Canada.

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.

Qualifications

  • Relationship-building and networking skills.
  • Desire to positively impact clients’ lives.
  • Ability to work well in a team environment.
  • Competitive and highly motivated to deliver or exceed your personal best.
  • Excellent communication skills and ability to present complex information.
  • Independent with an entrepreneurial spirit.
  • Self-confidence and leadership skills.
  • Strong interest in pursuing a career in financial and tax planning.

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.

About the Company

IG Wealth Management
256 Prince Street
Sydney, Nova Scotia B1P 5K6

https://www.ig.ca/en

Company Contact

Gabriel Polan
gabriel.polan@financiereigm.com
Preferred Contact: https://igwealth.talentnest.com/en/posting/185798

Documents to be Forwarded

  • Resume
  • Cover letter

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