Associate Wealth Advisor - Tax Specialist

IG Wealth Management; Peterborough; On-site; CAD 90,000 - 130,000; Full time

Job summary

IG Wealth Management in Peterborough, ON is seeking a Tax & Estate Planning Specialist to guide clients through advanced tax and wealth planning, retirement strategies, and intergenerational wealth transfer. You will work with high-net-worth families and business owners, expanding advisory relationships beyond compliance.

You will build long-term client relationships, collaborate with professionals, and contribute to practice growth while leveraging industry-leading resources and a proactive

Qualifications

• Experience in tax preparation, tax planning, accounting, or financial services.
• Strong understanding of personal and corporate taxation principles.
• Demonstrated ability to build and maintain trusted client relationships.
• Excellent communication and presentation skills.
• Entrepreneurial mindset with a desire to grow a business.

Responsibilities

• Develop tax-efficient strategies for individuals, families, and business owners.
• Identify retirement, estate, and wealth-transfer planning opportunities.
• Collaborate in the preparation and delivery of comprehensive wealth plans.
• Manage and expand client relationships with a focus on advisory services.

Skills

Client relationship management

Communication skills

Entrepreneurial mindset

Financial planning knowledge

Education

CPA designation or progression toward CPA

Tools

CIRO licensing

LLQP licensing

Job description

Peterborough, ON | Full-Time | Established Advisory Practice

Are you an experienced tax professional looking to take your career beyond tax compliance and into comprehensive wealth, tax, and estate planning?

Join a highly respected advisory practice that has served successful families, professionals, business owners, and retirees throughout Peterborough and the Kawarthas for over 30 years. This is a unique opportunity for a tax professional from a local accounting or tax firm who wants to leverage their technical expertise while building deeper client relationships and becoming a trusted advisor.

As our Tax & Estate Planning Specialist, you will work directly with an established client base, helping clients navigate complex tax planning opportunities, retirement strategies, business succession, wealth transfer, and intergenerational estate planning. You will play a key role in growing the practice while expanding your influence beyond annual tax filings into year-round strategic planning.

Why This Opportunity Stands Out

Many tax professionals spend most of their time focused on compliance, reporting, and deadlines. This role provides an opportunity to:

• Work directly with high-net-worth families and business owners on strategic tax planning initiatives.
• Build long-term advisory relationships rather than primarily preparing annual tax returns.
• Expand your expertise into retirement, estate, insurance, investment, and succession planning.
• Participate in business development and practice growth.
• Access industry-leading financial planning and tax planning resources.
• Earn competitive compensation with significant upside tied to business growth.
• Pursue a long-term path toward equity ownership in an established advisory business.

What You Will Do

Advanced Tax & Wealth Planning

• Develop tax-efficient strategies for individuals, families, incorporated professionals, and business owners.
• Identify opportunities related to retirement income planning, corporate structures, estate freezes, charitable giving, and intergenerational wealth transfer.
• Collaborate in the preparation and delivery of comprehensive wealth plans.
• Review client tax situations and proactively identify planning opportunities throughout the year.

Client Relationship Management

• Meet with prospective and existing clients to discuss tax, estate, retirement, and wealth planning strategies.
• Build trusted relationships that extend beyond annual tax engagements.
• Serve as a key resource for clients and their professional advisors.
• Help clients make informed decisions regarding their long-term financial goals.

Business Development

• Develop relationships with business owners, professionals, and centres of influence.
• Leverage existing networks to generate new planning opportunities.
• Participate in community outreach and marketing initiatives.
• Contribute to the continued growth of a well-established and respected practice.

What You Bring

Required

• Experience in tax preparation, tax planning, accounting, or financial services.
• Strong understanding of personal and corporate taxation principles.
• Demonstrated ability to build and maintain trusted client relationships.
• Exceptional communication and presentation skills.
• Entrepreneurial mindset with a desire to grow a business and professional practice.

Preferred

• CPA designation or progression toward CPA.
• Experience working with incorporated business owners and high-net-worth families.
• Existing network within Peterborough and the surrounding Kawartha region.
• CIRO licensing or willingness to obtain required licensing.
• LLQP obtained within six months of hire.
• Competitive base compensation.
• Meaningful performance-based bonus opportunities.
• Extensive training and professional development support.
• Access to a mature client base and planning infrastructure.
• Defined pathway to future equity ownership within the practice.

Who This Role Is Ideal For

You may be working today at a local accounting, bookkeeping, tax preparation, or CPA firm and wondering:

• How do I move beyond tax compliance into strategic planning?
• How can I have deeper relationships with clients and see the full impact of my advice?
• Where is the opportunity to build equity and create long-term enterprise value?
• How can I significantly increase my income potential while helping clients achieve their goals?

If these questions resonate with you, we'd welcome a confidential conversation.