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 Accountant
Excellent opportunity to continue your career with an established industry leader.Receive a competitive salary of $100k-120k, dependent on experience, and a wide host of benefits.Develop yourself professionally and contribute to a gro....
bookkeeper
Calculate and prepare cheques for payroll.Calculate fixed assets and depreciation.Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems.Maintain general ledgers and financial statements.Prepare other statistical, financial and a...
Cost Accountant
As a result of our robust growth, we are adding a Cost Accountant to our team of professionals in our Charlottetown, PEI, Blacks Harbour, NB or Saint John, NB office. ...
Tax Manager, Real Estate
We have an exciting opportunity for a motivated, driven tax professional at the Manager level to join our dynamic and thriving Real Estate practice in Toronto. Manage a team that provides superior consultative tax advice to help our clients achieve tax savings. Completion of Level II of the In-Depth...
Accountant, Assurance [New Grad Fall 2025]
As an Accountant, Assurance [New Grad Fall 2025] some of your responsibilities will include: . Think you’ve got what it takes to be an Accountant, Assurance [New Grad Fall 2025]? Like the colour purple? Great. ...
Financial Analyst Hiring For Canada
Financial analysts are responsible for tracking a company's financial performance against a plan, analyzing business performance and market conditions to create forecasts, and helping senior management make tactical and strategic decisions by providing periodic reports. However, not all financial an...
Infrastructure Analyst
We are seeking an Infrastructure Analyst to join our growing team in Infrastructure Operations. As an equitable employer, CWB Financial Group is committed to providing a safe and where a diverse workforce thrives. ...
bookkeeper
Secondary (high) school graduation certificate.Calculate and prepare cheques for payroll.Calculate fixed assets and depreciation.Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems.Maintain general ledgers and financial statem...
ANALYSTE FINANCIER (FINANCIÈRE) – COMPTABILITÉ DE GESTION / Financial Analyst – Management Accounting
ANALYSTE FINANCIER (FINANCIÈRE) – COMPTABILITÉ DE GESTION / Financial Analyst – Management Accounting. Prepare end-of-period analysis and support the Financial Analyst - Finance in the end-of-period process;. Préparer les analyses de fins de périodes et appuyer l’Analyste financier – Finance dans le...