Support Wealth sales through activity management and case coordination as a bilingual intern in Canada Life's hybrid Montreal office. Use French and English daily.
This temporary full-time student or new graduate position runs from January through April. You will support inside and external wholesalers, coordinate sales activities, and help implement territory business plans. The role supports Canada Life's Wealth businesses and advisor base.
Key Responsibilities:
- Book advisor meetings and manage territory activity
- Sort and respond to incoming advisor inquiries
- Report Salesforce opportunities, segmentation, and activity
- Maintain advisor information in the CRM database
- Prepare events, campaigns, and weekly team meetings
Requirements:
- Current Canadian post-secondary enrollment or recent graduation
- Commerce or related post-secondary education
- French and English fluency required
- Strong organizational, communication, and interpersonal skills
- Sales, hospitality, or client-facing experience
Bring bilingual communication, sales coordination, Salesforce reporting, and wealth management interest to Canada Life's Montreal Wealth team.
Bilingual Wealth Management Intern in Montréal employer: Canada Life
Canada Life is an exceptional employer that fosters a high-performing culture, offering strategic leadership opportunities in compliance and risk management. With locations in vibrant cities like Toronto, London, Montreal, and Winnipeg, employees benefit from a collaborative work environment, comprehensive professional development programs, and a commitment to work-life balance, making it a rewarding place for those seeking meaningful careers.
