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.
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