Winter Intern 2027 - Tax & Estate Planning

Job Description

Location: Montreal/Toronto

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $ 310 billion in assets as of December 31, 2025. 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 s 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 .

Position

We are currently hiring an intern looking for a winter term position, January to April 2027 in our Tax and Estate Planning team. Candidates in a graduate diploma in Tax, Master in Tax or In-Depth Tax Program (IDTP).

Based in our Montréal or Toronto office, this role supports members of the Tax & Estate Planning team across Canada.

Responsibilities

• Research, analyze, prepare reports, and present findings to senior management
• Respond to general inquiries through the Tax & Estate Planning Inboxes
• Research tax and estate planning topics
• Assist with project work dependent on business initiatives
• Create and edit presentations and proposals as required
• Analyze business processes to identify opportunities for improvement

Requirements

• Currently enrolled in an undergraduate program in accounting, financial planning, CPA-stream programs and finance with taxation coursework.
• Interest for a career in Tax and Estate Planning
• Excellent written and verbal communication skills in English.
• Ability to work well in a team environment and independently
• Analytical and problem-solving skills
• Effective organizational and multi-tasking skills
• Creativity and innovation
• Proficient in Microsoft Office (Word, Excel, PowerPoint)

The expected annual base salary range (prorated for the term) for this role is $60,000 - $70,000, which is determined based on year of study, IGM program, geographic location and candidate’s skills, knowledge and experience. In addition to base salary, this role is eligible for paid time off.

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 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 .

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decision are made by people.

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.