Director of Advanced Financial Planning

1 month ago


Québec, Quebec, Canada IGM Financial Full time
Director of Advanced Financial Planning

IGM Financial is seeking a highly skilled Director of Advanced Financial Planning to join our team. As a key member of our Advanced Financial Planning department, you will be responsible for providing expert taxation and estate planning advice to our consultants, as well as developing and delivering training programs to support their financial planning needs.

Key Responsibilities:

  • Provide advanced taxation and estate planning advice to IG Wealth Management consultants
  • Develop and deliver training programs to support financial planning needs
  • Represent IG Wealth Management's financial planning approach to the media, clients, and professional associations
  • Collaborate with other departments to provide advice and training on estate planning, taxation, and other financial planning issues

Requirements:

  • Minimum 7 years of experience in advanced will, estate, and tax planning
  • Strong verbal and written communication skills in French and English
  • Strong public speaking and training skills
  • Bilingualism (French and English)

What We Offer:

  • A dynamic and inclusive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package

How to Apply:

Please visit our career page at https://www.ig.ca/en/careers to learn more about this opportunity and to submit your application.



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