Responsibilities
Provide advanced taxation and other financial planning support for IG Wealth Advisors by responding to their questions or issues received by telephone and e-mail.
Prepare written reports (based on detailed analysis) for complex client situations, advising on tax, estate and other financial planning opportunities, strategies, and issues.
Analyze financial plans for complex client situations, particularly those involving business owners and private corporations.
Able to work independently and undertake meetings or conference calls with clients and / or their professional advisors on matters relating to tax and estate planning.
Present concepts and deliver continuing education sessions within the Advanced Financial Planning team.
Develop and provide advice and training to other IG Wealth Management departments on advanced taxation, estate planning and other financial planning issues (including the review of corporate materials, advertisements, client collateral relating to financial planning, participating on editorial committees for production of client publications, advising on new product development and on the appropriateness of various financial planning solutions).
Represent IG Wealth Management’s financial planning approach to the media, public audiences, and professional organizations.
Complete the Certified Financial Planner ( CFP ) designation with FP Canada if not already obtained.
Requirements :
Minimum 5 years experience in advanced taxation and estate planning, with a preference for completion of additional industry related education (examples could include the CPA Canada in-depth tax course or the Trust and Estate Practitioner designation awarded by the Society of Trust and Estate Practitioners) and experience in delivering advice to owner / managed businesses and / or high-net-worth individuals.
Completion of a post-secondary university degree plus attainment of a professional accounting designation.
A continuous learner who stays on top of business trends and changes in the law.
Flexible, able to work with light supervision and adapt to change.
Strong verbal and written communication skills.
Strong public speaking and training skills.
Proficiency with Windows environment PC based tools.
Candidates will be assessed to determine the appropriate career level within the organization that will aligns with qualifications, including experience, education, training, licenses, certifications, and other business and organizational requirements listed above.
Tax & Estate Planning Accountant
Develop and provide advice and training to other IG Wealth Management departments on advanced taxation, estate planning and other financial planning issues (including the review of corporate materials, advertisements, client collateral relating to financial planning, participating on editorial commi...
Senior Microsoft Dynamics 365 Financial Analyst
Senior Microsoft Dynamics 365 Financial Analyst:. Senior Microsoft Dynamics 365 Financial Analyst. ...
Assistant Controller
The successful candidate will report directly to our Controller and work closely with our finance and project teams. The Assistant Controller's responsibilities include the management of day-to-day accounting administration, cost reporting, as well as accounting staff supervisor, mentoring, and trai...
Controller
The Controller is responsible for providing oversight and managing the accounting and financial reporting process at FNBC. ...
Controller
The Controller is responsible for evaluating financial information, analyzing trends and making recommendations accordingly. Reporting to the Chief Financial Officer of the company, the Controller recommends, advises and therefore influences decisions. Decisions where the Controller serves as the fi...
Co-op Accounting Technician (Sask Poly Students)
Make an impact with our Assurance & Accounting team as a Co-op Accounting Technician from January 2025 until August 2025. Co-op Accounting Technician (Sask Poly Students). Accounting certificate or bachelor’s degree in commerce or business administration (accounting or finance major is considered an...
Senior Corporate Financial Analyst
The Senior Corporate Financial Analyst is responsible for ensuring that the Company’s financial statements and related information are accurately prepared within the applicable timeframe, in accordance with International Financial Reporting Standards (IFRS). Senior Corporate Financial Analyst. Prepa...
Accounting Manager
The Accounting Manager will support the Controller with the day-to-day operations of the Accounting and Finance team. Oversee facility accounting and lease accounting activities. The position will work closely with the accounting and financial team as well as members of the HR team. Manage payroll a...
Senior Financial Analyst
The Senior Financial Analyst works with and provides financial support to BCIT managers and the Associate Director, Finance, reporting to the Manager, Budgets, Analysis & Business Intelligence. FTE) Senior Financial Analysts. Liaises with Operating Unit Managers (OUMs) and other internal stakeholder...
Client Accounting Manager
As a Client Accounting Manager, you will be the day-to-day contact for the clients you lead as it relates to revenue and project related queries. It is not necessary to have an accounting degree, but you must be interested in accounting. You will be working with and supported by a team that includes...