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About the Role
As a Financial Planner, you will play a key role in analyzing complex financial, tax and estate planning situations, supporting advisors, and sharing expertise across the organization. You will work closely with advisors serving high-net-worth clients, professionals and business owners. Leveraging your expertise, you will develop strategic recommendations and contribute to the evolution of tools, resources and best practices used in financial and tax planning.
Responsibilities
- Analyze complex financial, tax and estate planning situations and develop recommendations tailored to the needs of high-net-worth clients, professionals and business owners.
- Contribute to the development of advanced wealth protection, accumulation, decumulation and wealth transfer strategies.
- Act as a resource person for advisors and members of the Advanced Financial and Tax Solutions team, including translating complex financial, tax and estate concepts into practical guidance.
- Participate occasionally in meetings to present recommendations alongside advisors and their clients.
- Design and deliver training programs for distribution networks and contribute to the development of guides, technical reference materials and sales support tools.
- Support the onboarding and development of new team members.
- Monitor developments in financial planning, taxation, insurance and wealth management.
- Assess the impact of legislative and tax changes on recommended strategies.
- Contribute to the evolution of team practices, processes and service offerings by collaborating with various internal partners on special projects and strategic initiatives.
- Participate in the enhancement of financial planning tools, calculators and resources used by advisors and the team.
- Identify business needs, validate financial and tax assumptions incorporated into tools, and ensure the accuracy and relevance of the technical content developed.
Requirements
- Recognized for expertise in advanced financial planning and strong knowledge of personal and corporate taxation.
- Ability to analyze complex situations, synthesize information and develop strategic recommendations.
- Strong ability to simplify and explain complex financial, tax and estate planning concepts to a variety of audiences.
- Excellent communication, presentation and collaboration skills.
- 5 to 6 years of relevant experience in financial planning.
- Demonstrates autonomy, initiative, rigor, reliability and sound professional judgment.
- Strong working knowledge of Excel and PowerPoint.
- Understands the challenges faced by business owners, incorporated professionals and high-net-worth families.
- Advanced level of English proficiency, as the incumbent will be required to collaborate both verbally and in writing with unilingual English-speaking partners on a daily basis.
Skills
- Financial planning
- Taxation
- Estate planning
- Wealth management
- Excel
- PowerPoint
- Communication
- Presentation
- Collaboration
Location
- Toronto / 26 Wellington Street East
- Vancouver / 988 Broadway West
Work Type
- Hybrid
Experience Level
- 5 to 6 years
Education Level
- Bachelor’s degree in business administration with a specialization in financial services or a related field.
- Financial Planner (FP) designation.
Salary/Compensations
- $84,691 and $115,371
Benefits
- Flexible group insurance plans
- Competitive retirement savings plan
- Employee share purchase plan
- Vacation program and wellness and personal development days
- Telemedicine services
- Employee and Family Assistance Program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
About the Company
- iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. At iA, we’re invested in you.
Equal Opportunity
- At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
- Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.