Winter Intern 2027 - Institutional Sales

Mackenzie Investments; Toronto; On-site; CAD 49,000 - 51,000; Full time

Benefits offered by this job

Hybrid work environment

Paid time off

Job summary

Mackenzie Investments in Toronto is seeking an Institutional Sales Intern for the winter term (January–April 2027). Open to undergraduates returning to school; full-time 37.5 hours/week, Monday–Friday. Eligible to work for the entire term.

The role supports the institutional sales team across Canada, gaining exposure to sales, client service and business development, with responsibilities from client materials to CRM and reporting.

Qualifications

• 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.

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.

Skills

Analytical skills

Problem solving

Written communication

Verbal communication

Team collaboration

Interpersonal skills

Time management

Numeracy

Excel

PowerPoint

Salesforce

Power BI

Data visualization

Education

Undergraduate degree in Business/Finance/Economics/Math/Statistics

Tools

Microsoft Excel

PowerPoint

Salesforce

Power BI

Job description

Job Description

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.

Position:

We are currently hiring an intern in our Toronto office looking for a winter term position, January to April 2027. Candidates in an undergraduate program returning to school after the internship to be eligible to apply.

This is a full-time position requiring 37.5 hours per week, Monday through Friday. Candidates must be eligible to work full-time for the entire duration of the program.

Located in our Toronto office, the Institutional Sales Intern will support the team responsible for building and maintaining relationships with institutional investors across Canada. The successful candidate will gain exposure to the investment management industry while contributing to a variety of sales, client service, and business development initiatives.

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.

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.

The expected annual base salary range (prorated for the term) for this role is $49,000 - $51,000, which isdeterminedbased on year of study, IGM program, geographic location andcandidate’sskills,knowledgeand experience. In addition to base salary, this role is eligible for paid time off.

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates thatrepresentthe diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Mackenzie Investments is an accessible employer committed to providingbarrier-free recruitment experience. If you require accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Mackenzie Investment is committed to increasing the representation and inclusion of Indigenous Peoples in its workplace in alignment with our Inclusion Strategy and our Reconciliation Action Plan. First consideration will be given to those applicants that self-identify as Indigenous (First Nations, Inuit, Metis). Applicants are requested to self-declare at the time of application.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

#LI-JS2

#LI-Hybrid