Wealth Management Intern — Student/New Grad (Hybrid, Toronto)

Canada Life Group

Toronto

On-site

CAD 46,000 - 68,000

Full time

2 days ago
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Benefits offered by this job

Career development
Health & wellness
Time off
Financial security
Rewards & recognition
Community

Job summary

Canada Life is offering a Wealth Management Intern (Student/New Grad) position in Toronto for a four-month term from January to April. Applicants must be enrolled in a Canadian college or university or have graduated within the past eight months.

Preference given to those in a Co-op program. The role supports the sales team with activity management, case support, and CRM data integrity, enabling advisors to focus on growth and client service.

Qualifications

  • Post-secondary education in Commerce or related degree.
  • Pursuing CSC/IFIC certification.
  • Experience in sales or client-facing roles that require strong communication and interpersonal skills.
  • Growth mindset and ability to build collaborative relationships.
  • Strong organizational skills and ability to prioritize and meet deadlines.

Responsibilities

  • Work closely with the external and inside wholesalers to manage territory activity.
  • Book meetings with advisors and maintain advisor confidence in the sales process.
  • Sort, prioritize, and respond to advisor inquiries and follow up with key contacts.
  • Report on Salesforce opportunities, segmentation and activity, and sales results.
  • Prepare for events and campaigns and implement sales support tactics.
  • Facilitate weekly team meetings with prepared agendas to drive collaboration.

Skills

Sales experience
Strong communication
Interpersonal skills
Organizational skills
Team collaboration
Goal oriented

Education

Commerce or related degree
CSC/IFIC certification

Job description

Canada Life is offering a Wealth Management Intern (Student/New Grad) position in Toronto for a four-month term from January to April. Applicants must be enrolled in a Canadian college or university or have graduated within the past eight months.

Preference given to those in a Co-op program. The role supports the sales team with activity management, case support, and CRM data integrity, enabling advisors to focus on growth and client service.

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