Support Canada Life's Wealth sales team in a hybrid Calgary or Vancouver internship using Salesforce, activity management, and client communication skills. This temporary full-time position runs January through April.
The Wealth Management Intern supports external and inside wholesalers through sales coordination and case support. You will manage advisor activity, maintain CRM information, and help implement territory business plans. The internship also develops understanding of wealth management sales processes and business functions.
Key Responsibilities:
- Coordinate closely with external and inside wholesalers
- Book advisor meetings and manage territory activity
- Prioritize inquiries and follow up with key contacts
- Report Salesforce opportunities, segmentation, and activity
- Maintain advisor information and provide administrative support
Requirements:
- Current Canadian post-secondary enrollment or recent graduation
- Commerce or related post-secondary education
- CSC or IFIC certification completed or strongly motivated
- Sales, hospitality, or client-facing experience
- Strong communication, organization, and relationship-building skills
Apply your Salesforce, coordination, and communication strengths while supporting Canada Life's Wealth sales process in Calgary or Vancouver.
Wealth Management Sales Intern in Calgary employer: Canada Life Group
Great-West Lifeco is an exceptional employer that prioritizes employee growth and well-being, offering extensive career development opportunities and access to industry-leading learning programs. Located in Toronto, the company fosters a supportive work culture with flexible health benefits, community involvement initiatives, and a strong emphasis on employee recognition, making it an ideal place for professionals seeking meaningful and rewarding careers in the financial services sector.
