Wealth Management Intern

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    Canada Life

    10,001+ employeesFounded 1847Toronto, OntarioInsurance
    Actively hiringPaidWinter 2027Insurance
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    Best applied by Nov 12

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    About the role#

    This is a four-month, full-time internship running from January to April 2027. You will work with the Inside Sales team to support our wealth businesses. Your primary focus is providing activity management and case support to help our sales team generate new business and grow our advisor base. You will also assist with the implementation of territory business plans.

    What you'll do#

    • Partner with the Regional Sales Manager and Regional Sales Representative to manage territory activity, including booking meetings with advisors.
    • Prioritize and respond to incoming advisor inquiries and follow up with key contacts.
    • Track and report on Salesforce opportunities, segmentation, and sales results using internal systems.
    • Maintain data integrity by updating advisor information in the Salesforce CRM.
    • Prepare for special events and campaigns while providing general administrative support.
    • Facilitate weekly team meetings using a prepared agenda.
    • Participate in sales conferences and attend workshops to build product knowledge and presentation skills.
    • Collaborate with other departments to learn about different business functions and roles.

    What you'll need#

    • Current enrollment at a recognized Canadian college or university, or graduation within the past eight months. Preference is given to students in a registered Co-op program.
    • Completed or ongoing post-secondary education in Commerce or a related degree.
    • Completed, ongoing, or a strong motivation to complete CSC/IFIC certification.
    • Experience in sales, hospitality, or other client-facing roles.
    • Strong communication, interpersonal, and organizational skills.
    • Ability to prioritize tasks and meet deadlines.
    • A self-starter mindset with an interest in wealth management, investing, and building collaborative relationships.

    Location & details#

    • Location: Toronto, Ontario.
    • Modality: Hybrid.
    • Status: Paid, full-time internship.
    • Application requirements: Please submit your resume and your most recent unofficial transcript.

    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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