Fall Intern Tax and Estate Planning

Location:Montreal

IGM Financial Inc. is one of Canadas leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financials unique business model based on leading brands and multichannel distribution strategy is Mackenzie Investments founded in 1967. Mackenzie Investments is a holistic assetmanagement partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team you will do some of your best work develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canadas Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning understanding and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments 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.

Position

We are currently hiring an intern looking for a fall term position September to December 2025. Candidates in an undergraduate program that will be returning to school after the internship to be eligible to apply.

Located in our Montraloffice 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

• 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 postsecondary education program

• Interest for a career in Tax and Estate Planning

• Strong English and French written and verbal communication skills

• Ability to work well in a team environment and independently

• Analytical and problemsolving skills

• Demonstrated leadership skills

• Effective organizational and multitasking skills

• Creativity and innovation

• Proficient in Microsoft Office (Word Excel PowerPoint)
• Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

To apply please include a cover letter resume and transcripts (full unofficial version) by May 4 2025 at 11:59 pm EST.

Please visit our career page by clicking on the following link: thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an 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.

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