Winter 2026 - Tax and Estate Planning Intern

Mackenzie Investments

  • Toronto, ON
  • Training
  • Full-time
  • 8 days ago
Job DescriptionIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.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.At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year 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.Join our team to engage in continuous learning and skill development in a supportive environment.Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.PositionWe are currently hiring an intern looking for a winter term position, January to April 2026. Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply.Located in our Toronto office and provides support to the Tax & Estate Planning team located across Canada.Responsibilities:
  • Respond to general inquiries through the Tax & Estate Planning Inbox
  • Assist with project work dependent on business initiatives
  • Create and edit presentations and proposals as required
  • Analyze business processes to identify opportunities for improvement
  • Research, analyze, prepare reports, and present findings to senior management
Requirements:
  • Three (3) work terms of related previous work experience
  • Currently enrolled in a relevant post-secondary education program
  • Interest for a career in Tax and Estate Planning
  • Strong English written and verbal communication skills
  • Ability to work well in a team environment and independently
  • Analytical and problem-solving skills
  • Demonstrated leadership skills
  • Effective organizational and multi-tasking skills
  • Creativity and innovation
  • Proficient in Microsoft Office (Word, Excel, PowerPoint)
To apply, please include a resume and transcripts (full unofficial version) by September 21, 2025 at 11:59 pm EST.IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! 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 a barrier-free recruitment experience. If you require accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Mackenzie Investments