Financial Planning and Taxation Strategist
4 weeks ago
Key Responsibilities:
- Deliver expert taxation and comprehensive financial planning assistance to IG Wealth Advisors, addressing inquiries and challenges through various communication channels.
- Draft detailed analytical reports for intricate client scenarios, offering insights on taxation, estate, and financial planning strategies.
- Evaluate financial strategies for complex client profiles, especially those related to business proprietors and private corporations.
- Operate autonomously and engage in discussions or virtual meetings with clients and their advisors regarding tax and estate planning matters.
- Articulate concepts and facilitate ongoing educational sessions within the Advanced Financial Planning division.
- 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 participating in editorial committees for 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 post-secondary university degree coupled with a professional accounting designation.
- A commitment to continuous learning, staying informed on business trends and legal changes.
- Adaptability and flexibility, with the ability to work under minimal supervision.
- Exceptional verbal and written communication abilities.
- Strong public speaking and training capabilities.
- 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 requirements.
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