Financial Planning Internship - Wealth Advisor Practice - Winter 2027

Important Notice

This internship opportunity is offered by an IG Wealth Management Wealth Advisor, who is an independent contractor to IG Wealth Management. The selected candidate will not be employed by IGM Financial Inc. or IG Wealth Management Inc. but will be employed directly by the Wealth Advisor. The Wealth Advisor will be solely responsible for the employment relationship and all aspects of the internship, including supervision, compensation, work location, schedule and day-to-day responsibilities.

Position

This internship opportunity is ideal for students who want to learn more about financial planning, client relationships, entrepreneurship, and the business side of wealth management. As an intern, you’ll gain practical exposure to how a financial planning practice operates, how client relationships are built, and how financial planners help individuals and families plan for their future.

You’ll work under the supervision of a Wealth Advisor and may be involved in a variety of activities related to client service, practice management, financial planning support, and business development.

This is a full-time winter term position (January to April 2027) requiring 37.5 hours per week, Monday through Friday. Candidates must be eligible to work full-time for the entire duration of the program.

The expected annual base salary range (prorated for the term) for this role is $49,000 - $51,000, which is determined based on year of study, geographic location and candidate’s skills, knowledge and experience. In addition to base salary, this role is eligible for paid time off. 

What You’ll Do

During the internship, you may have the opportunity to:

• Shadow a Wealth Advisor and learn about the day-to-day activities of a financial planning practice.


• Support client meeting preparation, follow-up, and documentation.


• Assist with organizing and updating client information and financial planning files.


• Learn about the financial planning process, including discovery, analysis, recommendations, implementation, and ongoing service.


• Support business development initiatives such as market research, community outreach, prospecting preparation, and client engagement activities.


• Contribute to practice management activities that help support an efficient and professional client experience.


• Build your understanding of investment, retirement, estate, tax, insurance, and wealth planning concepts.


• Participate in training, mentorship, and learning opportunities related to the financial planning profession.


• Support special projects based on the needs of the practice and your interests, skills, and academic background.

Responsibilities may be adapted based on the successful candidate’s experience, skills, academic background, licensing status, and applicable regulatory requirements.

What You’ll Gain

This internship is an opportunity to:

• Explore a potential career path in financial planning and wealth management.


• Learn directly from experienced professionals in the field.


• Apply what you’re learning in school to a real-world advisory practice.


• Develop skills in communication, organization, analysis, client service, and relationship-building.


• Better understand the entrepreneurial side of becoming a financial planner.


• Gain exposure to how a Wealth Advisor builds, manages, and grows a practice.


• Build confidence, professional experience, and a stronger understanding of the industry.

Successful completion of the internship may lead to opportunities for ongoing part-time work during your studies or potential full-time career opportunities after graduation.

Requirements

We’re looking for students who bring curiosity, initiative, and a strong interest in helping people make confident financial decisions.

The ideal candidate will have:

• Enrollment in a post-secondary program in financial planning, finance, accounting, business administration, commerce, economics, or a related field.


• A strong interest in financial planning, wealth management, entrepreneurship, or client-facing advisory work.


• Strong communication and interpersonal skills.


• A client-focused mindset and an interest in making a positive impact in people’s lives.


• Curiosity, initiative, and a willingness to learn.


• Strong organizational skills and attention to detail.


• Analytical and problem-solving abilities.


• The ability to work independently and collaboratively in a professional environment.


• Comfort working in a dynamic, relationship-driven setting.


• Proficiency with Microsoft Office; experience with financial planning tools, CRM systems, data tools, or AI productivity tools is considered an asset.

How to Apply

Interested candidates are invited to submit their resume and cover letter by the application deadline, October 9, 2026, at 11:59 pm EST.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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