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 30

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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. This role helps the sales team focus on generating new sales and growing the advisor base while you gain experience in wealth management.

    What you'll do#

    • Work closely with the external and inside wholesalers to manage territory activity, including booking meetings with advisors.
    • Support wholesale opportunities by prioritizing and responding to incoming advisor inquiries.
    • Follow up with key contacts to maintain advisor confidence.
    • Manage data in Salesforce, including reporting on opportunities, segmentation, and activity.
    • Prepare for special events and campaigns.
    • Implement operational and sales support tactics.
    • Facilitate weekly team meetings with prepared agendas.
    • Provide general administrative support.
    • Attend sales conferences, meetings, and 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.
    • Completed or in-progress post-secondary education in Commerce or a related degree.
    • Completed, in-progress, or a strong motivation to complete CSC/IFIC certification.
    • Experience in sales, hospitality, or other client-facing roles.
    • Strong communication, interpersonal, and organizational skills.
    • Growth-oriented mindset with the ability to act as a self-starter and problem solver.
    • Genuine interest in wealth management, the markets, and building collaborative relationships.

    Location & details#

    • Location: Calgary, Alberta.
    • Work Modality: Hybrid.
    • Status: Paid, full-time temporary position.
    • Note: Applicants must submit a resume and their 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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