Intern – Associate, Investment Products and Platforms

iA Financial Group (Industrial Alliance); Toronto; Hybrid; CAD 32,000 - 40,000; Full time

Job summary

iA Financial Group (Industrial Alliance) in Toronto invites you to join as Intern – Associate, Investment Products and Platforms, supporting UMA onboarding, trading support, and content management on Wealthlink while learning the essentials of wealth management.

This internship offers a hybrid work arrangement with exposure to Excel, Bloomberg, and Copilot, enabling collaboration with unilingual English-speaking colleagues and growth across UMA projects and operational initiatives.

Qualifications

• Pursuing a university degree in a related field is preferred.
• Strong written and verbal communication skills are essential.
• Demonstrates rigor in task execution and the ability to manage multiple tasks.

Responsibilities

• UMA onboarding support.
• Provide trading support, including identifying and addressing trading errors, updating models in Croesus, and supporting the management of SMA and UMA accounts.
• Review new deposits, classify securities, and perform account setup validations.
• Participate in content management on Wealthlink, including updates, distribution of reports, and continuous improvement of published material.
• Provide operational and analytical support, including managing the IPP inbox, supporting advisor requests, and contributing to UMA projects by identifying efficiency opportunities, including the use of AI tools.
• Perform other related duties.

Skills

Written and verbal communication

Analytical skills

Multitasking

Rigorous work ethic

Education

Pursuing university degree in a related field

Tools

Excel

Bloomberg

Copilot

Job description

Full-time / Location: Toronto / Winter 2027

Build the future with us

Are you driven by finance and wealth management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Intern – Associate, Investment Products and Platforms, you will play a key role in supporting the team by assisting with day-to-day tasks.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What You Will Accomplish With Us

• UMA onboarding support;
• Provide trading support, including identifying and addressing trading errors, updating models in Croesus, and supporting the management of SMA and UMA accounts;
• Review new deposits, classify securities, and perform account setup validations;
• Participate in content management on Wealthlink, including updates, distribution of reports, and continuous improvement of published material;
• Provide operational and analytical support, including managing the IPP inbox, supporting advisor requests, and contributing to UMA projects by identifying efficiency opportunities, including the use of AI tools;
• Perform other related duties.

What Could Accelerate Your Success In This Role

• Is currently pursuing a university degree in a related field;
• Is recognized for strong written and verbal communication skills;
• Stands out for rigor in task execution;
• Demonstrates a strong ability to manage multiple tasks simultaneously;
• Is known for their strong analytical skills;
• Has intermediate to advanced knowledge of commonly used tools, including Excel and Bloomberg, and is comfortable using Copilot;
• Has an advanced level of English proficiency, as the role involves communicating verbally and in writing, collaborating on projects, and interacting with unilingual English-speaking colleagues on a daily basis.

Why you will love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.
• Artificial intelligence is in everyone's hands, enabling you to increase your personal efficiency and supporting the organization's growth.
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
• The possibility to work in a hybrid environment supported by flexibility and access to inspiring, innovative workspaces.
• Student benefits: Access to internal training, mentoring, involvement in real projects, flexible schedules adapted to studies, and a rewarding experience for your professional journey.

At iA, we believe in potential and value diverse experiences.

The typical hiring range for this position is $23.50 to $29.50 CAD per hour; the base salary offered varies depending on years of study and the position status (student or intern).