Job Description
Profile insights
Here’s how the job qualifications align with your profile.
Skills
Time management
Morningstar
Microsoft Excel
+ show more
Do you have experience in Time management?
Education
Bachelor's
Job details
Here’s how the job details align with your profile.
Job type
Internship / Co-op
Full-time
Location
26 Wellington Street East, Toronto, ON
Full job description
Employer: iA Private Wealth Inc.
Office: 26 Wellington Street East
Location: Toronto, Ontario
Job category: Internships and Student Employment
Job ID: JR1002XXXXXX
Job type: Internship
Apply before: 2026-07-23
Description
Finance / Full time / Toronto / Co-op Internship / In-office role / Fall 2026
Team: The Wealth Management Programs & Portfolio Advisory Services team (“PPAS” Team) is a key contributor to the overall success of iA Private Wealth. The PPAS team works with advisors to encourage the use of a model-based approach within the investment management part of their practice and supports the resources and platforms and that underpin this, including the fee-based platform, the discretionary platform and the legacy SMA/Elite UMA platforms.
The PPAS team’s Summer Associate will act as a supporting team member assisting with the team’s day-to-day tasks. These tasks will include, and are not limited to, business development support, research generation, trading support, content management, and other duties as assigned.
ACCOUNTABILITIES
Business Development Support and Research Generation
Support senior members of the PPAS team with portfolio construction, and sales support to drive adoption of the Elite UMA
Utilize investment tools, such as Morningstar Direct and Bloomberg to support senior members of the PPAS team during their conversations with sales professionals
Contribute to asset allocation discussions and investment model portfolio strategy, oversight, and execution
Support senior members of the PPAS team with the development of thought leadership and market insights
Prepare and disseminate pre-opening market research notes for advisors, delivering timely and insightful updates on capital markets
Trading support
Assist in identifying and addressing trading errors and omissions.
Provide administrative support after a model change has been made.
Update trading models on Croesus.
Assist in managing third-party SMA trading.
Review SMA accounts for new deposits.
Classify new securities based on fee eligibility, asset class, and regional exposure.
Content management
Help manage site design and ongoing changes and improvements.
Distribute daily, monthly, and quarterly research reports and other material.
Review and update published documents regularly to guarantee accuracy and completeness.
Share ideas about how material can be improved and presented.
KNOWLEDGE, EXPERIENCE AND SKILLS
Education:
Currently enrolled in a relevant undergraduate program (Finance, Investment).
Must complete a university-accredited internship in Fall 2026.
Knowledge:
Some knowledge of the wealth management/asset management industries is an asset.
Financial market and economic news.
Investment products and market trends.
Knowledge of UMA (an asset).
Skills:
Strong team player and willingness to grow.
Good time management skills.
Excellent verbal and written communication skills.
Intellectual curiosity and ability to think analytically.
Intermediate to advanced Microsoft Excel and Bloomberg skills.
Well organized and attention to detail.
WORKING CONDITIONS:
Fast paced, dynamic team environment.
Must be available to work solely from the Toronto office.
Invest in your talent by joining our team
See why so many people choose iA!
Company Overview
iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $235 billion in assets, 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 130 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.
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, ****** 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, write to us. Someone from our team will be happy to assist you.
Here’s how the job qualifications align with your profile.
Skills
Time management
Morningstar
Microsoft Excel
+ show more
Do you have experience in Time management?
Education
Bachelor's
Job details
Here’s how the job details align with your profile.
Job type
Internship / Co-op
Full-time
Location
26 Wellington Street East, Toronto, ON
Full job description
Employer: iA Private Wealth Inc.
Office: 26 Wellington Street East
Location: Toronto, Ontario
Job category: Internships and Student Employment
Job ID: JR1002XXXXXX
Job type: Internship
Apply before: 2026-07-23
Description
Finance / Full time / Toronto / Co-op Internship / In-office role / Fall 2026
Team: The Wealth Management Programs & Portfolio Advisory Services team (“PPAS” Team) is a key contributor to the overall success of iA Private Wealth. The PPAS team works with advisors to encourage the use of a model-based approach within the investment management part of their practice and supports the resources and platforms and that underpin this, including the fee-based platform, the discretionary platform and the legacy SMA/Elite UMA platforms.
The PPAS team’s Summer Associate will act as a supporting team member assisting with the team’s day-to-day tasks. These tasks will include, and are not limited to, business development support, research generation, trading support, content management, and other duties as assigned.
ACCOUNTABILITIES
Business Development Support and Research Generation
Support senior members of the PPAS team with portfolio construction, and sales support to drive adoption of the Elite UMA
Utilize investment tools, such as Morningstar Direct and Bloomberg to support senior members of the PPAS team during their conversations with sales professionals
Contribute to asset allocation discussions and investment model portfolio strategy, oversight, and execution
Support senior members of the PPAS team with the development of thought leadership and market insights
Prepare and disseminate pre-opening market research notes for advisors, delivering timely and insightful updates on capital markets
Trading support
Assist in identifying and addressing trading errors and omissions.
Provide administrative support after a model change has been made.
Update trading models on Croesus.
Assist in managing third-party SMA trading.
Review SMA accounts for new deposits.
Classify new securities based on fee eligibility, asset class, and regional exposure.
Content management
Help manage site design and ongoing changes and improvements.
Distribute daily, monthly, and quarterly research reports and other material.
Review and update published documents regularly to guarantee accuracy and completeness.
Share ideas about how material can be improved and presented.
KNOWLEDGE, EXPERIENCE AND SKILLS
Education:
Currently enrolled in a relevant undergraduate program (Finance, Investment).
Must complete a university-accredited internship in Fall 2026.
Knowledge:
Some knowledge of the wealth management/asset management industries is an asset.
Financial market and economic news.
Investment products and market trends.
Knowledge of UMA (an asset).
Skills:
Strong team player and willingness to grow.
Good time management skills.
Excellent verbal and written communication skills.
Intellectual curiosity and ability to think analytically.
Intermediate to advanced Microsoft Excel and Bloomberg skills.
Well organized and attention to detail.
WORKING CONDITIONS:
Fast paced, dynamic team environment.
Must be available to work solely from the Toronto office.
Invest in your talent by joining our team
See why so many people choose iA!
Company Overview
iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $235 billion in assets, 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 130 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.
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, ****** 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, write to us. Someone from our team will be happy to assist you.
💡 Quick Summary
Seeking a career-building opportunity? The Associate, Investment Product & Services (Intern) position is now open for candidates interested in the Bank Jobs sector. This role in Toronto offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
