Intern - Associate, Investment Products and Platforms

Posted Yesterday
Be an Early Applicant
Toronto, ON, CAN
In-Office
24-30 Hourly
Internship
Fintech • Insurance • Payments • Financial Services
The Role
Support UMA onboarding and trading operations, review deposits and account setups, maintain Wealthlink content, manage IPP inbox, assist advisors, and contribute to operational efficiency and UMA projects.
Summary Generated by Built In
Job Description

Job Title

Intern – Associate, Investment Products and Platforms

Full-time / Location: Toronto / Fall 2026

Build the future with us

Are you driven by finance and wealth management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Intern – Associate, Investment Products and Platforms, you will play a key role in supporting the team by assisting with day-to-day tasks.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you will accomplish with us
As an Intern – Associate, Investment Products and Platforms, you will be at the core of our mission. Here are the main responsibilities:

  • UMA onboarding support ;

  • Provide trading support, including identifying and addressing trading errors, updating models in Croesus, and supporting the management of SMA and UMA accounts ;

  • Review new deposits, classify securities, and perform account setup validations ;

  • Participate in content management on Wealthlink, including updates, distribution of reports, and continuous improvement of published material ;

  • Provide operational and analytical support, including managing the IPP inbox, supporting advisor requests, and contributing to UMA projects by identifying efficiency opportunities, including the use of AI tools ;

  • Perform other related duties.

What could accelerate your success in this role
We are looking for someone who:

  • Is currently pursuing a university degree in a related field ;

  • Is recognized for strong written and verbal communication skills ;

  • Stands out for rigor in task execution ;

  • Demonstrates a strong ability to manage multiple tasks simultaneously ;

  • Is known for their strong analytical skills ;

  • Has intermediate to advanced knowledge of commonly used tools, including Excel and Bloomberg, and is comfortable using Copilot ;

  • Has an advanced level of English proficiency, as the role involves communicating verbally and in writing, collaborating on projects, and interacting with unilingual English-speaking colleagues on a daily basis.

Why you will love working with us

  • A work environment where learning and development merge with a collective pursuit of excellence.

  • A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.

  • The possibility to work in a hybrid environment supported by flexibility and access to inspiring, innovative workspaces.

  • Student benefits: Access to internal training, mentoring, involvement in real projects, flexible schedules adapted to studies, and a rewarding experience for your professional journey.

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

The typical hiring range for this position is $23.50 to $29.50 CAD per hour; the base salary offered varies depending on years of study and the position status (student or intern). At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

Location(s)Toronto / 26 Wellington Street East

Other Possible Location(s)
CompanyiA Private Wealth Inc.

Posting End Date2026-06-27Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

Skills Required

  • Currently pursuing a university degree in a related field
  • Strong written and verbal communication skills
  • High rigor in task execution
  • Ability to manage multiple tasks simultaneously
  • Strong analytical skills
  • Intermediate to advanced knowledge of Excel and Bloomberg; comfortable using Copilot
  • Advanced level of English proficiency (verbal and written)
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The Company
Québec, Québec
8,690 Employees
Year Founded: 1892

What We Do

iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).

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