Current jobs related to Wealth Management Tax and Estate Advisor - Saskatchewan - IG Wealth Management

  • Regional Insurance and Estate Specialist

    1 month ago

    Saskatchewan, Canada IG Wealth Management Full time

    Job Title: Regional Estate and Insurance SpecialistAbout the Role:We are seeking a highly skilled Regional Estate and Insurance Specialist to join our team at IG Wealth Management. As a key member of our team, you will be responsible for establishing relationships with consultants and identifying insurance opportunities to drive business growth.Key...

  • Regional Insurance and Estate Specialist

    1 month ago

    Saskatchewan, Canada IG Wealth Management Full time

    Job Title: Regional Estate and Insurance SpecialistAbout the Role:We are seeking a highly skilled Regional Estate and Insurance Specialist to join our team at IG Wealth Management. As a key member of our team, you will be responsible for establishing relationships with consultants and identifying insurance opportunities to drive business growth.Key...

  • Insurance and Estate Planning Expert

    1 month ago

    Saskatchewan, Canada IG Wealth Management Full time

    About the RoleThis is an exciting opportunity to join IG Wealth Management as a Regional Estate and Insurance Specialist. As a key member of our team, you will be responsible for establishing relationships with consultants who want to partner with us to act as the insurance expert on their team for their high net worth clients.Key ResponsibilitiesIdentify...

  • Insurance and Estate Planning Expert

    4 weeks ago

    Saskatchewan, Canada IG Wealth Management Full time

    About the RoleThis is an exciting opportunity to join IG Wealth Management as a Regional Estate and Insurance Specialist. As a key member of our team, you will be responsible for establishing relationships with consultants who want to partner with us to act as the insurance expert on their team for their high net worth clients.Key ResponsibilitiesIdentify...

  • Regional Estate and Insurance Specialist

    2 months ago

    Saskatchewan, Canada IG Wealth Management Full time

    About the RoleThis is an exciting opportunity to join IG Wealth Management as a Regional Estate and Insurance Specialist. As a key member of our team, you will be responsible for establishing relationships with consultants who want to partner with us to act as the insurance expert on their team for their high net worth clients.Key ResponsibilitiesIdentify...

  • Regional Estate and Insurance Specialist

    2 months ago

    Saskatchewan, Canada IG Wealth Management Full time

    About the RoleThis is an exciting opportunity to join IG Wealth Management as a Regional Estate and Insurance Specialist. As a key member of our team, you will be responsible for establishing relationships with consultants who want to partner with us to act as the insurance expert on their team for their high net worth clients.Key ResponsibilitiesIdentify...

  • Regional Insurance and Estate Planning Specialist

    2 months ago

    Saskatchewan, Canada IG Wealth Management Full time

    Key ResponsibilitiesAs a Regional Estate and Insurance Specialist at IG Wealth Management, you will be responsible for establishing relationships with consultants who want to partner with you to act as the insurance expert on their team for their high net worth clients. You will identify clients and insurance opportunities together with the consultant,...

  • Regional Insurance and Estate Planning Specialist

    2 months ago

    Saskatchewan, Canada IG Wealth Management Full time

    Key ResponsibilitiesAs a Regional Estate and Insurance Specialist at IG Wealth Management, you will be responsible for establishing relationships with consultants who want to partner with you to act as the insurance expert on their team for their high net worth clients. You will identify clients and insurance opportunities together with the consultant,...

  • Regional Insurance and Estate Planning Advisor

    1 month ago

    Saskatchewan, Canada IG Wealth Management Full time

    Job Title: Regional Estate and Insurance Specialist Key Responsibilities: Collaborate with financial consultants to act as the insurance authority for high-net-worth clientele. Recognize potential clients and assess insurance needs. Create tailored proposals and deliver solutions utilizing financial planning tools. Engage with consultants and clients...

  • Regional Insurance and Estate Planning Advisor

    3 months ago

    Saskatchewan, Canada IG Wealth Management Full time

    Job Title: Regional Estate and Insurance Specialist Key Responsibilities: Collaborate with financial consultants to act as the insurance authority for high-net-worth clientele. Recognize potential clients and assess insurance needs. Create tailored proposals and deliver solutions utilizing financial planning tools. Engage with consultants and clients...

  • Regional Insurance and Estate Specialist

    3 weeks ago

    Saskatchewan, Canada IG Wealth Management Full time

    Job SummaryWe are seeking a highly skilled Regional Estate and Insurance Specialist to join our team at IG Wealth Management. As a key member of our team, you will be responsible for establishing relationships with consultants, identifying insurance opportunities, and developing proposals to present to clients.Key ResponsibilitiesEstablish relationships with...

  • Regional Insurance and Estate Specialist

    3 weeks ago

    Saskatchewan, Canada IG Wealth Management Full time

    Job SummaryWe are seeking a highly skilled Regional Estate and Insurance Specialist to join our team at IG Wealth Management. As a key member of our team, you will be responsible for establishing relationships with consultants, identifying insurance opportunities, and developing proposals to present to clients.Key ResponsibilitiesEstablish relationships with...

  • Insurance and Estate Planning Specialist

    2 weeks ago

    Saskatchewan, Canada IG Wealth Management Full time

    Key Responsibilities:Develop and maintain relationships with consultants to act as the insurance expert on their team for HNW clients.Identify insurance opportunities with consultants and develop proposals to present to clients.Collaborate with Region Management to identify strategies for growing insurance sales and consultant growth opportunities.Manage key...

  • Manager, Domestic Tax

    1 month ago

    Saskatoon, Saskatchewan, F7K, CA BDO Canada Full time

    Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...

  • Financial Advisor

    5 months ago

    Fort Saskatchewan, Canada Scotiabank Full time

    Requisition ID: 170290 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that...

  • Financial Advisor

    2 months ago

    Fort Saskatchewan, Canada Scotiabank Full time

    Requisition ID: 207343 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that...

  • Recruitment Advisor

    12 hours ago

    Saskatoon, Saskatchewan, Saskatchewan, Canada Hughes Recruitment Full time

    Hughes Recruitment is pleased to present an exciting opportunity on behalf of our client.Role: Recruitment Advisor, Full Time ContractLocation: SaskatoonTHE OPPORTUNITY As a talented and seasoned Recruitment Advisor, our Client is excited to present this opportunity to embark on a fulfilling journey with our vibrant team. We are currently on the lookout...

  • Advisor, Environment

    4 months ago

    Fort Saskatchewan, Canada Sherritt International Full time

    **Advisor, Environment** **Company Overview** Sherritt is a world leader in the mining and refining of nickel and cobalt - metals essential for the growing adoption of electric vehicles. Sherritt’s Technologies group creates innovative, proprietary solutions for natural resource-based industries around the world to improve environmental performance and...

  • Parts Advisor

    5 months ago

    Fort Saskatchewan, Canada Heartland Ford Sales Full time

    Position Overview: An Automotive Parts Advisor, is responsible for providing excellent customer service and expertise in automotive parts and accessories. They work closely with customers, technicians, and suppliers to identify, locate, and order the correct parts required for vehicle repairs, maintenance, or customization. This role requires strong...

  • Senior Financial Advisor

    4 months ago

    Fort Saskatchewan, Canada Scotiabank Full time

       Requisition ID: 202926Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

Wealth Management Tax and Estate Advisor

3 months ago

Saskatchewan, Canada IG Wealth Management Full time

Key Responsibilities:

  • Deliver comprehensive taxation and financial planning assistance to IG Wealth Advisors, addressing inquiries and concerns via various communication channels.
  • Draft detailed reports based on thorough analysis for intricate client scenarios, offering insights on taxation, estate, and financial planning prospects, strategies, and challenges.
  • Evaluate financial strategies for complex client profiles, especially those related to business proprietors and private corporations.
  • Operate autonomously and conduct meetings or conference calls with clients and their advisors regarding tax and estate planning matters.
  • Articulate concepts and facilitate ongoing education sessions within the Advanced Financial Planning team.
  • Provide guidance and training to other departments within IG Wealth Management on advanced taxation, estate planning, and financial planning topics, including reviewing corporate materials and contributing to client publications.
  • Represent IG Wealth Management's financial planning philosophy to media, public forums, and professional associations.
  • Achieve the Certified Financial Planner ("CFP") designation with FP Canada if not already acquired.

Qualifications:

  • A minimum of 5 years of experience in advanced taxation and estate planning, with a preference for additional industry-related education such as the CPA Canada in-depth tax course or the Trust and Estate Practitioner designation.
  • A completed post-secondary university degree along with a professional accounting designation.
  • A commitment to continuous learning, staying informed about business trends and legal changes.
  • Adaptability and flexibility to work with minimal supervision and adjust to evolving circumstances.
  • Exceptional verbal and written communication abilities.
  • Strong public speaking and training competencies.
  • Proficiency in PC-based tools within a Windows environment.

Candidates will be evaluated to determine the suitable career level within the organization based on qualifications, including experience, education, training, licenses, certifications, and other relevant business and organizational criteria.