Advanced Financial Planner: Wealth Strategy for HNW

Iaawg; Toronto; Hybrid; CAD 85,000 - 115,000; Full time

Benefits offered by this job

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program and wellness days

Telemedicine services

Employee and Family Assistance Program

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

iA is seeking a Financial Planner in Toronto with a hybrid work model to analyze complex financial, tax and estate planning for high-net-worth clients, professionals and business owners. You will develop strategic recommendations and support advisors while advancing tools and best practices.

The role requires 5–6 years of experience in financial planning, a bachelor’s degree in business administration with a specialization in financial services, and the FP designation, plus strong Excel and

Qualifications

• Expertise in advanced financial planning and taxation.
• Ability to analyze complex situations and synthesize recommendations.
• Ability to explain complex financial, tax and estate concepts to diverse audiences.
• Excellent communication, presentation and collaboration skills.
• 5–6 years of relevant experience in financial planning.
• Bachelor’s degree and FP designation.
• Proficiency in Excel and PowerPoint.
• English proficiency for collaboration with unilingual partners.

Responsibilities

• Analyze complex financial, tax and estate planning situations and develop recommendations for high-net-worth clients.
• Contribute to wealth protection, accumulation, decumulation, and wealth transfer strategies.
• Translate complex tax concepts into practical guidance for advisors and clients.
• Present recommendations with advisors in meetings.
• Design and deliver training programs for distribution networks.

Skills

Advanced financial planning

Personal tax

Corporate tax

Excel

PowerPoint

English proficiency

Client advisory

Communication

Education

Bachelor's degree in business administration

FP designation

Tools

Excel

PowerPoint

Job description

iA is seeking a Financial Planner in Toronto with a hybrid work model to analyze complex financial, tax and estate planning for high-net-worth clients, professionals and business owners. You will develop strategic recommendations and support advisors while advancing tools and best practices.

The role requires 5–6 years of experience in financial planning, a bachelor’s degree in business administration with a specialization in financial services, and the FP designation, plus strong Excel and