Associate, Investment Products & Services (Intern)

Finance / Full time / Toronto / Co-op Internship / In-office role / Winter 2026

Build the future with us
Are you passionate about finance and wealth management and want to contribute to a company that strives to ensure its clients feel confident and secure about their future? As an Associate, Investment Product & Services (Intern), you will play a key role in supporting the team that drives model-based investment strategies and advisor success. This role will be performed on-site at our Toronto office.

This position is a great opportunity to showcase your skills and fully leverage your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment conducive to collaboration and innovation.

What you will accomplish with us
As an Associate Intern on the PPAS team, you will be at the core of our mission. Here are the main responsibilities:

• Support senior team members with portfolio construction and sales initiatives to drive adoption of the Elite UMA platform.
• Utilize investment tools such as Morningstar Direct and Bloomberg to assist with advisor conversations.
• Contribute to asset allocation discussions and investment model portfolio strategy, oversight, and execution.
• Prepare and disseminate pre-opening market research notes for advisors, delivering timely and insightful updates on capital markets.
• Assist with trading support, including identifying and addressing errors, updating models, and managing SMA accounts.
• Help manage content, including site updates, distributing research reports, and ensuring accuracy of published materials.

What could accelerate your success in this role
We are looking for someone who:

• Is currently enrolled in an undergraduate Finance program and must complete a university-accredited internship in Winter 2026.
• Is available to start part-time in December and transition to full-time during the Winter 2026 semester.
• Demonstrates strong analytical and problem-solving skills, intellectual curiosity with a willingness to learn and an exceptional time management with attention to detail.
• Communicates effectively, both verbally and in writing.
• Has intermediate to advanced skills in Microsoft Excel and Bloomberg.
• Has some knowledge of wealth management or asset management (an asset).

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
• Access to internal training, mentorship, involvement in real projects, and a rewarding experience for your professional journey.

Apply now and take charge of your career, where your talent truly matters!

Hesitating to apply?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!