Financial Planner

iA Financial Group; Montreal (administrative region); Hybrid; CAD 66,000 - 96,000; Full time

Job summary

A leading financial services provider in Montreal is seeking a skilled Financial Planner to enhance financial planning strategies for high-net-worth clients. The ideal candidate will develop innovative financial solutions, analyze financial data, and present findings clearly. Collaboration and continuous learning are core values within this nurturing environment. This role offers a competitive salary ranging from CAD 66,900 to CAD 96,000 per year, as well as flexible benefits and a hybrid work model.

Benefits

Flexible group insurance

Competitive pension plan

Stock purchase plan

Telemedicine services

Employee assistance program

Qualifications

• 3 to 5 years of experience in financial planning with professionals and business owners.
• Achieved or in progress financial planning designation.
• Advanced level of English for communication with clients.

Responsibilities

• Contribute to the development of financial and tax planning tools.
• Analyze and present financial recommendations for high-net-worth clients.
• Conduct research and prepare reports on financial planning.

Skills

Rigor

Autonomy

Analytical skills

Attention to detail

Proactivity

Education

Bachelor's degree in Business Administration - Financial Services

Tools

Excel programming with VBA

Advanced PowerPoint

Job description

Job Description

Build the future with us

Are you driven by the desire to deliver high‑level financial strategies and eager to contribute to the mission of a company that strives to ensure its clients feel confident and secure about their future? As a Financial Planner, you will play a key role in supporting advisors and implementing advanced solutions to optimize financial, tax, and estate planning strategies for high‑net‑worth clients, professionals, and business owners.

This position is a great opportunity to showcase your expertise and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment where collaboration and innovation can thrive.

Within the iA Advanced Case Solutions program, you will have the opportunity to contribute to a specialized service dedicated to advisors whose clients require complex strategies related to sales concepts, tax optimization, and the integration of individual insurance and savings products.

What you’ll accomplish with us

As a Financial Planner, you will be at the heart of our mission. Here are your main responsibilities:

• Actively contribute to the development and continuous improvement of the Advanced Financial and Tax Solutions department.
• Develop new financial and tax planning tools and calculators used by the team and advisors, and keep them up to date.
• Analyze, draft, and present recommendations on various advanced financial planning topics for iA Financial Group’s high‑net‑worth clients.
• Occasionally provide and deliver training, in collaboration with team members, to wealth management leaders, individual insurance leaders, and advisors on topics such as taxation, business transfers, data gathering, etc.
• Participate in the training of new team members and coach interns.
• Produce recommendations for analyzed cases and explain complex information in clear terms for advisors and financial planners across our networks.
• Occasionally participate in presenting financial planning reports to clients alongside the advisor or financial planner.
• Analyze all requests received by email, allocate work according to each person’s specialty, understand the request, the technical content, and the final objective.

In collaboration with other teams in the Individual Insurance division, you will also:

• Conduct research on new developments in financial and tax planning.
• Analyze results and prepare reports and recommendations for management.
• Establish forecasts and analyze trends related to sales, finance, and other business areas.
• Create “what‑if” financial models to support future business planning decisions in areas such as product development and marketing strategy design.

What could accelerate your success in this role

We’re looking for someone who:

• Is recognized for their rigor, autonomy, and strong analytical and synthesis skills, enabling effective support for professional and high‑net‑worth clients.
• Stands out for their proactivity, attention to detail, reliability, and energy in implementing tailored financial strategies.
• Demonstrates strong mastery of technological tools, including Excel programming with VBA and advanced PowerPoint use.
• Is known for professionalism, collaboration skills, and a commitment to excellence in financial planning.
• Has 3 to 5 years of experience in financial planning with professionals, business owners, and high‑net‑worth clients.
• Holds a Bachelor’s degree in Business Administration – Financial Services profile or a related field, as well as a financial planning designation achieved or in progress.
• Possesses an advanced level of English since the role requires regular communication with English‑speaking clients.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

The typical hiring range for this position is between $66 900 and $96 000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.