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About the Role
This internship offers a unique opportunity to support the Institutional Sales team at Mackenzie Investments, a key part of IGM Financial. You will gain exposure to the investment management industry while contributing to sales, client service, and business development initiatives. The role is based in our Toronto office for the winter term (January to April 2027) and provides a hybrid work environment.
Responsibilities
- Assist in preparing client presentations, meeting materials, pitch books, and proposal responses.
- Conduct market, industry, and competitive research to identify trends and opportunities.
- Support 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.
- Must be eligible to work full-time for the entire duration of the program.
- Must be returning to school after the internship.
Skills
- Microsoft Excel
- Microsoft PowerPoint
- Salesforce
- Power BI
- Data visualization tools
Location
- Toronto
Work Type
- Full-time
- Hybrid
Experience Level
- Internship
Education Level
- Undergraduate degree 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 $310 billion in assets.
- 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 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.
- Our Values: Be better; Be accountable; Be a team.
Equal Opportunity
- IGM is a diverse workplace committed to doing business inclusively.
- 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.
- 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.