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Internship Financial Planner Jobs in Alberta (NOW HIRING)

Foundational understanding of financial or project accounting concepts, with eagerness to build ... Prior exposure to Workday or another ERP system (through coursework, an internship, or on-the-job ...

Solid understanding of financial analysis and planning * Ability to multi-task and keep multiple ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

... beyond with complex and diverse financial and tax requirements operating locally and ... This includes the planning and execution of client tax engagements * Anticipate client needs and ...

Collaborate with Account Managers and Directors to support territory planning and workforce ... Must have a Sales Degree/ Certification OR 1-2 years of sales experience (sales internship, sales ...

Internship Financial Planner information

See Alberta salary details

$12.5K

$63.8K

$128K

How much do internship financial planner jobs pay per year?

As of Aug 24, 2026, the average yearly pay for internship financial planner in Alberta is $63,780.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,500.00 and $85,000.00 per year, depending on experience, location, and employer.

What is an internship financial planner?

An Internship Financial Planner is a student or recent graduate who works under the supervision of experienced financial planners to gain practical experience in the financial planning industry. Their responsibilities typically include assisting with client research, preparing financial reports, learning about investment strategies, and supporting day-to-day operations. This role helps interns develop analytical, communication, and client-service skills essential for a career in financial planning. Interns often use this opportunity to explore the profession, build a professional network, and enhance their resumes for future job opportunities.

What types of projects or tasks can an internship financial planner expect to work on during their internship?

As an Internship Financial Planner, you can expect to assist with a variety of tasks such as preparing client financial reports, conducting market and investment research, supporting client meetings, and helping with the development of financial plans. Interns often work closely with experienced planners and may be involved in data entry, analysis of client portfolios, and learning about compliance standards. This role provides valuable exposure to both client-facing and analytical aspects of financial planning, offering a comprehensive introduction to the profession.

What are the key skills and qualifications needed to thrive as an internship financial planner, and why are they important?

To thrive as an Internship Financial Planner, you need a solid understanding of finance principles, analytical skills, and often progress toward a degree in finance, accounting, or a related field. Familiarity with financial planning software like eMoney, Excel, and CRM systems, as well as pursuing certifications like CFP, is beneficial. Strong communication, attention to detail, and trustworthiness help interns build rapport with clients and team members. These skills are crucial for accurately analyzing financial data, supporting client needs, and laying the groundwork for a successful career in financial planning.

What is the difference between Internship Financial Planner vs Financial Advisor?

AspectInternship Financial PlannerFinancial Advisor
CredentialsTypically pursuing or recent graduate, may have certifications like CFP or CFP courseworkOften holds certifications like CFP, CFA, or ChFC
Work EnvironmentInternship setting, learning-focused, often in financial firms or banksClient-facing, providing financial planning and investment advice
Employer & IndustryFinancial firms, banks, or advisory companies; entry-level roleFinancial planning firms, banks, independent advisors; professional role

The main difference is that an Internship Financial Planner is an entry-level, learning-focused position often held by students or recent graduates, while a Financial Advisor is a professional role with client responsibilities and advanced certifications. Internships serve as a stepping stone toward becoming a licensed and experienced Financial Advisor.

What are the most commonly searched types of Financial Planner jobs in Alberta?

The most popular types of Financial Planner jobs in Alberta are:

What cities in Alberta are hiring for Internship Financial Planner jobs?

Cities in Alberta with the most Internship Financial Planner job openings:

May 2027 - Assurance CPA - Summer internship - Calgary

Calgary, AB • On-site, Remote


Pwc
Finance and Insurance • 10K+ employees

8.3

Company rating: 8.3 out of 10

Based on 77 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants

People enjoy working here

Good employer

Recommended by students


Full-time

Medical, Dental, Vision, Life

Posted 13 days ago


Job description

Line of Service

Assurance

Industry/Sector

Not Applicable

Specialism

Assurance

Management Level

Intern/Trainee

Job Description & Summary

At PwC Canada,we'remore than a professional services firm-we'rea community of solvers tackling the world's most important problems. As a Summer Intern in our Assurance practice,you'llbe part of a diverse, inclusive team that values your perspective and empowers you to make a real impact.You'llbuild relationships, gain hands-on experience withcutting-edgetechnologies, and contribute to work that matters-whetherit'shelping clients navigate complex challenges or driving trust in financial reporting.

Ifyou'rean accounting student working toward your CPA designation, this internship offers a launchpad like no other. From early May through mid-August 2027,you'lldive into real client work, learning how businessesoperateand how trust is built in themarket.You'llbe guided through the audit process by experienced professionals and gain exposure to ourmarket leading AI &digital tools.You'llbenefitfrom a rich internship experience that includesmeetings withfirm leadership, interactive lunch and learns, skill-building workshops, client visits, and opportunities toparticipatein volunteer and social events.Grow here, go further.

Experiences andskillsyou'lluse to solve:

  • Enrolled in post-secondary education and working to obtaintheCanadian CPArequiredprerequisite courses

  • An interest in upskilling for a digital world and technology trends, an openness to learning new tools and adapting how you work

  • A demonstrated commitment to valuing differences and working alongside diverse people and perspectives

  • Strong written and verbal communication skills to articulatenew ideas

  • Highly detail oriented with excellent organisational and analytical skills; an ability to think broadly and to ask questions about data,factsand other information to deliver quality to our clients

  • Share and collaborate effectively with others, building relationships which are genuine and rooted in trust

  • Ability to easily adapt and prioritise,demonstratingproject management skills to handle changing priorities

  • Examples of alignment with PwC Values: Acting with Integrity, Working Together, Care, Reimagine the Possible and Make a Difference

  • This role requires that youarelegally entitled to work for PwC in Canada for the intended duration of the offer/contractfrom early MayuntilMid-August 2027.

  • PwC Canada is committed to cultivating an inclusive, hybrid work environment. Exact expectations for your team can be discussed with your interviewer.

Please note:

  • Apply before our applications close onSeptember 13th, 2026 at 11:59pm (MT).To learn about our applicationprocess,visit ourApplying to PwCpage on our campus recruitment website

  • This position is eligible for PwC Canada's Award and Mentorship Programs.

Whyyou'lllove PwC:

  • Personalized Benefits & Wellbeing: Choose flexible health, dental, vision, life, and disability coverage. Access mental health support ($3,500 annually), virtual care, and up to a $750 lifestyleaccount for wellness, fitness, and personal growth.

  • Invest in Your Future: Boost your retirement savings with employer matching and take advantage of financial planning resources and banking programs.

  • Growth & Learning: Unlock coaching, mentoring, and clear career paths to help you reach your potential.

  • Time off to focus on what matters most:Enjoy up to31 paiddays off including summer and winter office closures, substitute a public holiday toobserveyour religious holiday, or take part in international remote work options to extend your time abroad,

  • Inclusive, Purpose-Driven Culture: Join a diverse, supportive team where you can be your authentic self, build lifelong relationships, and help shape tomorrow.

PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations,Metisand Inuit Peoples. We recognize the systemic racism,colonialismand oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Accounting and Financial Reporting Standards, Accounting Policies, Active Listening, Artificial Intelligence (AI) Platform, Auditing, Auditing Methodologies, Client Management, Communication, Compliance Auditing, Complying With Regulations, Data Analysis and Interpretation, Data Ingestion, Data Modeling, Data Quality, Data Security, Data Transformation, Data Visualization, Emotional Regulation, Empathy, External Audit, Financial Accounting, Financial Audit, Financial Disclosure Report {+ 19 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

August 10, 2026We're committed to providing accommodation throughout the application, interview, and employment process. If you require accommodation to be at your best, please let us know during the application process.The use of artificial intelligence (AI) in recruiting is just getting started, so we know you have questions about how and why we use it. At certain points during our recruiting process, we rely on AI to improve your experience. This could be during resume review or curating personalized job recommendations, asking you clarifying questions via a chatbot or during our interview scheduling to improve your experience. Our use of AI helps ensure we combat bias by evaluating candidates equally and fairly, without seeing identity information, such as your name, or gender for example). AI also helps us better predict successful hires by reviewing all applicants for a role and the relationship between your skills, experience and likely success at PwC Canada. While AI supports parts of our recruitment process, final hiring decisions always involve human review. For more information about our use and protection of your data, please refer to our Privacy Policy (https://www.pwc.com/ca/en/privacy-policy.html).Nous tenons a repondre a vos besoins tout au long du processus de demande d'emploi, d'entrevue et d'embauche. Si vous avez besoin de mesures d'adaptation pour etre parfaitement a l'aise, faites-le-nous savoir a l'etape de la demande d'emploi.L'utilisation de l'intelligence artificielle (IA) dans le domaine du recrutement en est a ses balbutiements. Nous savons que vous pourriez vous demander comment et pourquoi nous y avons recours. A certains stades de notre processus de recrutement, nous comptons sur l'IA pour ameliorer votre experience. Par exemple, pendant l'examen du curriculum vit ou l'elaboration d'une liste de recommandations personnalisees, un agent conversationnel pourrait vous demander des precisions ou fixer avec vous un rendez-vous pour l'entrevue. L'IA nous aide a mieux lutter contre les prejuges, car l'evaluation des candidats se fait de facon juste et equitable, sans que les informations d'identification comme le nom ou le sexe soient connues. Elle nous permet egalement de mieux reperer les bons candidats pour un poste et d'evaluer le lien entre leurs competences, leur experience et leurs chances de reussir chez PwC Canada. Bien que l'IA facilite certaines etapes de notre processus de recrutement, les decisions finales d'embauche sont toujours prises par des personnes. Pour en savoir plus sur l'utilisation et la protection de vos donnees personnelles, consultez notre politique sur la protection des renseignements confidentiels (https://www.pwc.com/ca/fr/privacy-policy.html).

pwc logo

About pwc

Sourced by ZipRecruiter

We know that the future success of our firm is contingent on equitable experiences for our people. From recruitment to partnership, we’re working hard to give every person an equitable opportunity to grow and to thrive as part of our community of solvers. We understand that establishing and maintaining a fair, equitable and welcoming environment for all people requires building a culture of belonging: a shift from awareness to empathy — while demonstrating inclusive leadership that cultivates trust among our people and our clients. PwC is committed to advancing diversity, equity and inclusion (DEI) through an evidence-based strategy designed to achieve well-defined and meaningful aspirational goals. Our aim is to solve problems for the long term, as that is how we build trust and continue to build on our culture of belonging. At the core of this endeavor are stated goals and a series of linked programs enabling targeted interventions at key moments in our employees’ career trajectories.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

London, London, UK


What PwC employees say

Pay

Benefits

Hours and flexibility

Workplace

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