Bilingual Wealth Management Intern

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    Canada Life

    10,001+ employeesFounded 1847Toronto, OntarioInsurance
    Actively hiringPaidWinter 2027Insurance
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    Best applied by Oct 31

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    About the role#

    This is a four-month, full-time internship running from January to April 2027. You will support the Inside Sales team by managing territory activity and providing case support. Your work helps the sales team focus on generating new sales and growing the advisor base.

    What you'll do#

    • Work directly with external and inside wholesalers.
    • Manage territory activity, including booking meetings with advisors.
    • Support wholesale opportunities by sorting, prioritizing, and responding to advisor inquiries.
    • Follow up with key contacts to maintain communication.
    • Report on Salesforce opportunities, segmentation, and activity management.
    • Prepare for special events and campaigns.
    • Implement operational and sales support tactics.
    • Facilitate weekly team meetings with a prepared agenda.
    • Maintain advisor information in the CRM database to ensure data integrity.
    • Provide general administrative support.
    • Participate in sales conferences and meetings.
    • Attend workshops to improve presentation skills and product knowledge.

    What you'll need#

    • Current enrollment at a recognized Canadian college or university, or graduation within the past eight months.
    • Post-secondary education in Commerce, Business Administration, Finance, or Economics.
    • Fluency in both French and English.
    • Experience in sales, hospitality, or other client-facing roles.
    • CSC or IFIC certification, or strong motivation to complete it.
    • Strong organizational skills and the ability to prioritize tasks.
    • A growth-oriented mindset with strong problem-solving and active listening skills.
    • Preference is given to students in a registered Co-op program.

    Location & details#

    This role is based in Montreal, Quebec. It is a hybrid position that requires you to work on-site at the Montreal office at least three days per week.

    About Canada Life

    Canada Life provides insurance and wealth management services to Canadians. The company focuses on financial, physical, and mental well-being through policy management and investment savings programs. Founded in 1847, the firm maintains headquarters in Toronto. It operates as a subsidiary of Great-West Lifeco Inc. and employs over 13,000 people.

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