Wealth Management Intern (Student/New Grad Position)

Canada Life Group; Toronto; On-site; CAD 46,000 - 68,000; Full time

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

Wealth Management Intern (Student/New Grad Position)

Description: Temporary Full Time

This is a four-month position running from January to April. Applicants must be currently enrolled at a recognized Canadian college or university or have graduated within the past eight months. While not required, preference will be given to students enrolled in a registered Co-op program.

Applicantsare required tosubmitboth their resume and their most recent unofficial transcript as part ofthe applicationprocess.

We are looking for a Wealth Management Intern (Student/New Grad Position) to join us.

Our organization is strong, and we’re getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your craft.

As a Wealth Management Intern (Student/New Grad Position), you will support the sales team by providing activity management and case support to ensure the right follow up and coordination through the sales process are met and allow the sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business plans.

What you will do:

• Work closely with the external wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
• Manage activity for the territory (i.e. booking meetings with advisors)
• Clear the path & support on wholesale opportunities by sorting, prioritizing, and responding to incoming advisor inquiries and follow up with key contacts to maintain advisor confidence in sales process
• Report on Salesforce opportunities, segmentation and activity management, as well as leveraging our internal sales reporting system to measure sales results
• Prepare for special events and campaigns
• Implement operational and sales support tactics
• Facilitate weekly team meetings with a prepared agenda to elicit collaboration and efficiency within territory
• Ensure data integrity by inputting and maintaining advisor related information in CRM database, Salesforce, as changes are required
• Provide general administrative support
• Participate and attend sales conferences and meetings
• Attend workshops to improve your presentation skills, product knowledge, among many others
• Explore opportunities with Canada Life by collaborating with other departments and learning about various business functions and roles available upon your graduation

What you will bring:

• Have completed or are in the process of completing a post-secondary education in Commerce or a related degree.
• Are completing, completed, or are strongly motivated to complete their CSC/IFIC certification
• Bring experience in sales, hospitality or other client-facing roles that require strong communication and interpersonal skills
• Are growth oriented, self-starters, problem solvers, active listeners, and passionate about wealth management/investing, the markets, finding solutions, and working with people
• Focused and interested in building strong, collaborative relationships
• Strong organizational skills, with the ability to prioritize, and meet deadlines
• Are goal oriented and are passionate about learning how various sales processes can provide a clear path for the sales team to drive sales results

#StudentsNewGrads

The base salary for this position is between $45,600 - $68,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

For our student opportunities, the base salary will be dependent on the number of work terms you have completed along with other factors depending on your program.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer:

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.
• Health & Wellness:Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

Learn more about Canada Life .

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail] . All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

#LI-Hybrid

Location: Toronto, ON, CA