Winter Intern 2027 - Institutional Sales
About The Position
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. Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients. At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals. Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.
Requirements
- Currently enrolled in an undergraduate degree program in Business, Commerce, Finance, Economics, Mathematics, Statistics, or a related field.
- Strong interest in financial markets, investing, asset management, or institutional client relationships.
- Excellent analytical and problem-solving skills with the ability to interpret data and identify key insights.
- Strong written and verbal communication skills, including the ability to prepare professional presentations and reports.
- Ability to work well in a team environment
- Excellent interpersonal, judgment & decision-making skills
- Ability to self-motivate and prioritize time-sensitive deadlines
- Comfortable with technical assignments and a high level of numeracy skill
- Advanced proficiency in Microsoft Excel and PowerPoint; experience with Salesforce, Power BI, or data visualization tools is considered an asset.
Nice To Haves
- Experience with Salesforce, Power BI, or data visualization tools
Responsibilities
- Assist in preparing client presentations, meeting materials, pitch books, and proposal responses for prospective and existing clients.
- Conduct market, industry, and competitive research to identify trends, opportunities, and insights relevant to institutional investors.
- Support ongoing CRM maintenance, pipeline reporting, and tracking of institutional sales activities.
- Contribute to special projects aimed at improving team processes, reporting capabilities, and operational efficiency, including the use of AI and technology tools.
- Develop an understanding of institutional investment products, portfolio construction, and the Canadian asset management industry.
Benefits
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Intern
