Senior Manager Tax and Estate Planning

2 weeks ago

Quebec, Canada IG Wealth Management Full time
Responsibilities include:
  1. Provide advanced taxation and estate planning and other financial planning support IG Wealth Management Consultants, by responding to their questions on will and estate planning, taxation and other financial planning issues received by telephone and e-mail.
  2. Provide written reports to support IG Wealth Management Consultants, based on detailed analysis, for complex high asset client situations, advising on will and estate planning, tax planning and other financial planning opportunities, strategies and issues.
  3. Participate in meetings or conference calls with clients and/or their professional advisors on matters relating to estate and tax planning.
  4. Initiate, develop and deliver advanced estate planning, taxation and other financial planning training for support IG Wealth Management Consultants.
  5. Develop and update financial planning resource tools for IG Wealth Management Consultants.
  6. Provide advice and training to other support IG Wealth Management departments on advanced estate planning, taxation and other financial planning issues (including the review of corporate materials, advertisements, client collateral relating to financial planning, participation on editorial committees for production of client publications, advice on new product development and on the appropriateness of various financial planning solutions).
  7. Obtain the Financial Planner license with IPF.
Qualifications:

Minimum 3 years experience in advanced will, estate and tax planning. Candidates who have completed the CICA in-depth tax course or who have a degree in a recognized university program in taxation will be preferred. Attainment of a university degree and CPA licensed. A continuous learner who stays on top of business trends and tax technical changes. Flexible, able to work with light supervision and adapt to change. Strong verbal and written communication skills in French and in English. Strong public speaking and training skills. Bilingualism (French and English). Proficiency with Windows environment PC based tools.

#J-18808-Ljbffr

  • Real Estate Financial Analyst

    2 days ago

    Quebec City, Canada C.A.T. inc. Full time

    Full Time - Quebec - Posted 6 months ago Reporting to the Director of Real Estate, the Real Estate Financial Analyst will play a key role in helping shape the Financial Reporting of the department. Comfortable in a growing environment you see opportunities in change. You are a strong accountant with significant experience in audit, process improvement,...

  • Real Estate Financial Analyst

    2 days ago

    Quebec City, Canada C.A.T. inc. Full time

    Full Time - Quebec - Posted 2 hours ago Reporting to the Director of Real Estate, the Real Estate Financial Analyst will play a key role in helping shape the Financial Reporting of the department. Comfortable in a growing environment you see opportunities in change. You are a strong accountant with significant experience in audit, process improvement,...

  • Senior Director, Investment Accounting

    Found in: Adzuna CA C2 - 1 day ago

    Montréal, Quebec, Québec, Canada Fed Finance Canada Full time

    Founded in 2001, Fed Finance is a specialist in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career. Hello, I'm Christina, Recruitment and Business Development Consultant with...

  • Real Estate Manager

    2 weeks ago

    Quebec, Canada Cogir (Québec) Full time

    We are Cogir Immobilier, a creative and essential company in the real estate sector for 25 years. Humans are at the heart of our mission to 'Make Meaning of Real Estate'. We find them at the base of our culture and we make them our priority. With us, people are present in everything: it is a colleague, a client, a partner, a relationship and above all, it is...

  • Real Estate Manager

    2 weeks ago

    Quebec, Canada Cogir (Québec) Full time

    We are Cogir Immobilier, a creative and essential company in the real estate sector for 25 years. Humans are at the heart of our mission to 'Make Meaning of Real Estate'. We find them at the base of our culture and we make them our priority. With us, people are present in everything: it is a colleague, a client, a partner, a relationship and above all, it is...

  • Real Estate Manager

    2 weeks ago

    Quebec, Canada Cogir (Québec) Full time

    We are Cogir Immobilier, a creative and essential company in the real estate sector for 25 years. Humans are at the heart of our mission to 'Make Meaning of Real Estate'. We find them at the base of our culture and we make them our priority. With us, people are present in everything: it is a colleague, a client, a partner, a relationship and above all, it is...

  • Senior Auditor

    Found in: Adzuna CA C2 - 1 day ago

    Drummondville, Quebec, Drummond, Canada Fed Finance Canada Part time

    Hello, I'm Marine, Recruitment and Business Development Consultant at Fed Finance, a recruitment firm specializing in accounting, finance and payroll. I work on two types of recruitment: temporary and permanent in the Greater Montreal area. For my client, an accounting firm located on Montreal's South Shore, I'm looking for a senior auditor. This...

  • Bookkeeper and tax advisor

    Found in: Adzuna CA C2 - 1 day ago

    Longueuil, Quebec, Champlain, Canada Fed Finance Canada Full time

    Hello, I'm Marine, Recruitment and Business Development Consultant at Fed Finance, a recruitment firm specializing in accounting, finance and payroll. I work on two types of recruitment: temporary and permanent in the Greater Montreal area. I'm looking for a bookkeeper and tax advisor for my client, an accounting firm located on Montreal's South...

  • Senior Account Manager

    1 week ago

    Quebec, Canada EightSix Network Inc Full time

    Position OverviewAs a Senior Account Manager, you are a highly organized individual with superior customer service skills. You enjoy building productive, professional relationships and maintaining your client base. You are forward thinking, innovative and invent new ways to continually exceed your assigned sales targets.Your attention to detail is second to...

  • Senior Account Manager

    7 days ago

    Quebec, Canada EightSix Network Inc Full time

    Position OverviewAs a Senior Account Manager, you are a highly organized individual with superior customer service skills. You enjoy building productive, professional relationships and maintaining your client base. You are forward thinking, innovative and invent new ways to continually exceed your assigned sales targets.Your attention to detail is second to...

  • Senior Account Manager

    Found in: Appcast CA A2 P - 1 week ago

    Quebec, Canada TECO-Westinghouse Full time

    SENIOR ACCOUNT MANAGER – ELECTRIC MOTORS/CONTROLS **********Quebec Canada******* Position Overview As a Senior Account Manager, you are a highly organized individual with superior customer service skills. You enjoy building productive, professional relationships and maintaining your client base. You are forward thinking, innovative and invent new ways to...

  • Senior Account Manager

    Found in: Whatjobs CA C2 - 1 week ago

    Quebec, Canada TECO-Westinghouse Full time

    SENIOR ACCOUNT MANAGER – ELECTRIC MOTORS/CONTROLS **********Quebec Canada******* Position Overview As a Senior Account Manager, you are a highly organized individual with superior customer service skills. You enjoy building productive, professional relationships and maintaining your client base. You are forward thinking, innovative and invent new...

  • Senior Account Manager

    Found in: Appcast CA C2 Glassdoor - 1 week ago

    Quebec, Canada TECO-Westinghouse Full time

    SENIOR ACCOUNT MANAGER – ELECTRIC MOTORS/CONTROLS **********Quebec Canada******* Position Overview As a Senior Account Manager, you are a highly organized individual with superior customer service skills. You enjoy building productive, professional relationships and maintaining your client base. You are forward thinking, innovative and invent new ways to...

  • Wealth Management Analyst

    7 days ago

    Quebec, Canada beBee Professionals Full time

    Wealth Management AnalystbeBee Professionals is looking for a Wealth Management Analyst to join our team in Quebec City. The successful candidate will be responsible for providing financial advice and services to clients, including portfolio management, retirement planning, and estate planning.The ideal candidate should have a Bachelor's degree in finance,...

  • Wealth Management Analyst

    2 weeks ago

    Quebec, Canada beBee Professionals Full time

    Wealth Management AnalystbeBee Professionals is looking for a Wealth Management Analyst to join our team in Quebec City. The successful candidate will be responsible for providing financial advice and services to clients, including portfolio management, retirement planning, and estate planning.The ideal candidate should have a Bachelor's degree in finance,...

  • Wealth Management Analyst

    1 week ago

    Quebec, Canada beBee Professionals Full time

    Wealth Management AnalystbeBee Professionals is looking for a Wealth Management Analyst to join our team in Quebec City. The successful candidate will be responsible for providing financial advice and services to clients, including portfolio management, retirement planning, and estate planning.The ideal candidate should have a Bachelor's degree in finance,...

  • File Manager

    Found in: Adzuna CA C2 - 1 day ago

    Boucherville, Quebec, Champlain, Canada Fed Finance Canada Full time

    Hello, I'm Marine, Recruitment and Business Development Consultant at Fed Finance, a recruitment firm specializing in accounting, finance and payroll. I work on two types of recruitment: temporary and permanent in the Greater Montreal area. I'm looking for a file manager for my client, an accounting firm located on the South Shore of Montreal. The...

  • Engineer Diagnostics and Planning Division

    2 weeks ago

    Quebec, Canada Champlain Bridges Incorporated (the Corporation) Full time

    Engineer Diagnostics and Planning Division January 26, 2024 At The Jacques Cartier and Champlain Bridges Incorporated (JCCBI), our teams work together to keep users safe by managing, maintaining and rehabilitating our infrastructure.Why join our team? When you come work for JCCBI, you will further your career at a strong organization whose key values are...

  • Engineer Diagnostics and Planning Division

    1 week ago

    Quebec, Canada Champlain Bridges Incorporated (the Corporation) Full time

    Engineer Diagnostics and Planning Division January 26, 2024 At The Jacques Cartier and Champlain Bridges Incorporated (JCCBI), our teams work together to keep users safe by managing, maintaining and rehabilitating our infrastructure.Why join our team? When you come work for JCCBI, you will further your career at a strong organization whose key values are...

  • Engineer Diagnostics and Planning Division

    7 days ago

    Quebec, Canada Champlain Bridges Incorporated (the Corporation) Full time

    Engineer Diagnostics and Planning Division January 26, 2024 At The Jacques Cartier and Champlain Bridges Incorporated (JCCBI), our teams work together to keep users safe by managing, maintaining and rehabilitating our infrastructure.Why join our team? When you come work for JCCBI, you will further your career at a strong organization whose key values are...