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Division: IG Financial Planning

Location: Montreal

IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.  Its activities are carried out principally through IG Wealth Management and Mackenzie Investments. 

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential.  You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

 
The Advanced Financial Planning department is made up of a growing team that includes 43 accountants, lawyers and financial planners and provides financial planning support, training and resource material to IG Wealth Management Consultants. The financial planning support provided includes taxation, estate planning and insurance support on complex cases and non-technical support for the financial planning software.  The department also represents Investors Group and its financial planning expertise to the media, the public and professional organizations through interviews and presentations.

We are currently looking for a Director to join our Advanced Financial Planning team.

The Director is responsible for providing advanced taxation and estate planning advice, client meeting support, training and resource materials to IG Wealth Management Consultants. The position also provides advice to other head office departments and represents IG Wealth Management’s financial planning approach to the media, clients, the public and professional associations.

Responsibilities include:

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.

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.

Participate in meetings or conference calls with clients and/or their professional advisors on matters relating to estate and tax planning.

Initiate, develop and deliver advanced estate planning, taxation and other financial planning training for support IG Wealth Management Consultants.

Develop and update financial planning resource tools for IG Wealth Management Consultants.

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).

Obtain the Financial Planner license with IPF.

Qualifications:

Minimum 7 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 or Law 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.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by November 8, 2024.

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