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About the Role

This internship offers exposure to client insights, journey mapping, service design, and CX strategy, supporting cross-functional initiatives to improve the experience of financial advisors and investors.

Responsibilities

• Support journey mapping activities including research, documentation and insight synthesis
• Assist with gathering and analyzing client and advisor feedback data
• Help track and document CX initiatives, milestones, and deliverables across workstreams
• Capture and summarize meeting outcomes, workshop insights and action items
• Assist in developing internal communication materials to support CX initiatives
• Organize and maintain CX tools and documentation (e.g., journey libraries, templates)
• Support survey development, basic analysis, and visual storytelling
• Use of AI models in streamlining workflows and process improvement opportunities
• Support the Client Engagement and Digital Portals teams as needed
• Perform other duties as assigned related to experience improvement and service design

Requirements

• Candidates must be enrolled in an undergraduate program and returning to school after the internship
• Candidates must be eligible to work full-time for the entire duration of the program

Skills

• Client insights
• Journey mapping
• Service design
• CX strategy
• AI models

Location

• Hybrid

Work Type

• Full-time
• Hybrid

Experience Level

• Intern

Education Level

• Undergraduate program

Salary/Compensations

• $49,000 - $51,000 (prorated for the term)

Benefits

• Paid time off

About the Company

• IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets.
• 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.
• Mackenzie Investments is recognized as one of Canada’s Top 100 Employers for the fourth consecutive years 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.

Equal Opportunity

• IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the 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 providing barrier-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.