Senior Taxation and Estate Planning Consultant

3 days ago


Newfoundland and Labrador, Canada IG Wealth Management Full time

Job Summary

IG Wealth Management seeks a highly skilled Taxation and Estate Planning professional to join our Advanced Financial Planning team. As a Senior Taxation and Estate Planning Consultant, you will be responsible for delivering advanced taxation and estate planning advice to our clients, including IG Wealth Advisors.

Key Responsibilities:

  • Provide expert taxation and financial planning support to clients and advisors via phone and email.
  • Develop and present complex financial plans, advising on tax, estate, and other financial planning opportunities and strategies.
  • Analyze financial plans for complex client scenarios, particularly those involving business owners and private corporations.
  • Collaborate with clients and their professional advisors to address tax and estate planning matters.
  • Present educational sessions and training within the Advanced Financial Planning team.
  • Develop and provide advice and training to other IG Wealth Management departments on advanced taxation, estate planning, and financial planning issues.
  • Represent IG Wealth Management's financial planning approach to the media, public audiences, and professional organizations.

Requirements:

  • Minimum 5 years of experience in advanced taxation and estate planning, with a preference for additional industry-related education.
  • Post-secondary degree and professional accounting designation.
  • Continuous learner staying up-to-date with business trends and changes in the law.
  • Flexible, able to work with minimal supervision and adapt to change.
  • Strong verbal and written communication skills.
  • Strong public speaking and training skills.
  • Proficiency with Windows environment PC-based tools.


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