Providing Canadians wealth management advice for 100 years.
Winnipeg, Manitoba
Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future. Our financial approach considers every dimension of your financial life, ensuring a plan that evolves with you. With powerful human advice, world-class asset managers, and proactive advisors, we craft personalized strategies to meet your financial goals. From retirement optimization to tax planning, investment solutions, estate planning, insurance, business ownership, cash management and more, we provide solutions that adapt to your changing needs. Discover the benefits of integrated financial planning with IG Wealth Management. Please find our Social Media Policy here: https://www.ig.ca/en/legal/social-media-policy Please find out Disclosures here: https://www.ig.ca/en/legal/disclosures Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial services firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec).
Hybrid
Coordinate and resolve advisor and sales inquiries about investment products, maintaining accurate response materials and tracking inquiry trends. Support product reporting, data validation, communications, research, documentation, and initiatives in collaboration with internal teams and investment partners.
Remote · Regina, Saskatchewan, Canada
Develop holistic financial plans for clients, covering investment strategies, retirement, tax, risk management, estate planning, and other financial goals. Serve and retain existing clients, identify opportunities to deepen relationships and grow the client base, and use digital tools and business reporting to deliver efficient, compliant service.
Remote · Saskatoon, Saskatchewan, Canada
Develop holistic financial plans for clients, covering investment strategies, retirement, tax, risk management, estate planning, and their short- and long-term goals. Serve and retain existing clients, identify opportunities to deepen relationships and grow the client base, and use digital tools, reporting, and proactive campaigns to deliver a strong client experience.
Hybrid
Process and monitor client and dealer payments, receipts, settlements, and other money movements, while supporting cash sweeps, liquidity management, and accurate operational records. Investigate exceptions, resolve or escalate issues, maintain compliance with controls, support audits, respond to stakeholder inquiries, and keep procedure documents current.
Hybrid
Coordinate and respond to advisor and sales inquiries about investment products, escalating complex issues and maintaining accurate reference materials. Support product reporting, data validation, communications, research, documentation, and initiatives in collaboration with internal teams and investment partners.
Hybrid
Develop holistic financial plans addressing clients’ goals, investments, retirement, taxes, risk management, and estate planning, while deepening client relationships and following regulatory requirements. Serve existing clients, manage inbound and outbound contacts and retention activities, use digital tools and business reporting, and identify opportunities to grow the client base.
Remote · Corner Brook, Newfoundland and Labrador, Canada
Develop holistic financial plans addressing clients’ goals, investments, retirement, tax, risk management, and estate planning needs. Serve and retain existing clients, identify opportunities to deepen relationships and grow the client base, and use digital tools and business analysis to deliver efficient service while following regulatory requirements.
Hybrid · Québec
Support client meeting preparation, follow-up, documentation, and the organization of client information and financial planning files. Learn the financial planning process and assist with business development, practice management, client engagement, and special projects under a Wealth Advisor’s supervision.
Hybrid
Support client meeting preparation, follow-up, documentation, and the organization of client information and financial planning files. Learn about financial planning and practice management while assisting with business development, client engagement, and special projects under a Wealth Advisor's supervision.
Remote · Collingwood, Ontario, Canada
Develop holistic financial plans for clients, covering investment strategies, short- and long-term goals, taxes, retirement, risk management, and estate planning. Serve and retain existing clients, identify opportunities to deepen relationships and grow the client base, and use digital tools, reporting, and proactive campaigns to deliver efficient service.
Remote · Quebec, Quebec, Canada
Develop comprehensive financial plans addressing clients’ short- and long-term goals, investments, taxes, retirement, risk management, and estate planning. Serve and retain existing clients, identify opportunities to deepen relationships and grow the client base, manage client communications and proactive campaigns, and use digital tools and analytics to improve service and identify business opportunities.
Remote · Quebec, Quebec, Canada
Develop holistic financial plans addressing clients’ goals, investments, retirement, tax, risk management, and estate planning, while deepening client relationships and following regulatory requirements. Serve existing clients, manage inbound and outbound contacts and proactive campaigns, use digital tools and business reporting, and identify opportunities to retain clients and grow the client base.
Remote · Quebec, Quebec, Canada
Develop comprehensive financial plans addressing clients’ short- and long-term goals, investments, taxes, retirement, risk management, and estate planning. Serve established clients proactively, strengthen client relationships, manage communications and retention campaigns, and use digital tools and business analytics to improve service and identify opportunities.
Hybrid · Québec
Provide holistic financial planning and advice to clients, focusing on investment strategies, retirement, and estate planning. The role involves servicing existing clients and growing the client base using digital tools and proactive campaigns.
Hybrid · Québec
Provide holistic financial plans covering investments, retirement, tax, and estate planning to existing and new clients. Focus on servicing existing clients while utilizing digital tools to identify and execute growth opportunities.
Hybrid
The role involves researching and resolving sensitive client issues related to financial products and services while correcting processing errors. Key duties include monitoring operational data, maintaining procedures, and collaborating with stakeholders to implement process improvements.
Hybrid
The intern will support a Wealth Advisor in daily practice management, client meeting preparation, and the financial planning process. Responsibilities include assisting with business development initiatives and maintaining client documentation.
Hybrid
The intern will support a Wealth Advisor in client meeting preparation, documentation, and the financial planning process. They will also assist with business development initiatives and practice management activities to enhance the client experience.
Hybrid
The intern will support a Wealth Advisor with client meeting preparation, documentation, and the overall financial planning process. Responsibilities also include assisting with business development initiatives and practice management activities to ensure a professional client experience.
On-site
Location: RO65 - Victoria Metro - British Columbia Employment Type: Internship IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients. With a vision to inspire financial confidence, IG…