Financial Planner

ia; Toronto; Hybrid; CAD 118,000 - 161,000; Full time

Benefits offered by this job

Group insurance

Retirement plan

Employee shares

Vacation & wellness

Telemedicine

Employee assistance

Ergonomic furniture

Performance bonus

iA discounts

Job summary

ia is seeking an experienced Financial Planner to analyze complex financial, tax and estate planning situations for high-net-worth clients and business owners. You will support advisors, translate complex concepts into practical guidance and contribute to the evolution of planning tools and resources.

The role requires 5–6 years in financial planning, a Bachelor's in Business Administration with a financial services specialization, the FP designation, and strong Excel/PowerPoint skills.

Qualifications

• 5–6 years of relevant experience in financial planning.
• Bachelor's degree in business administration with specialization in financial services or related field.
• FP designation and strong knowledge of personal and corporate taxation.
• Strong communication, presentation and collaboration skills.

Responsibilities

• Analyze complex financial, tax and estate planning situations for high-net-worth clients and professionals.
• Develop strategic recommendations and contribute to tools, resources and best practices.
• Support advisors and onboarding of new team members.
• Translate complex financial concepts into practical guidance for clients and partners.
• Participate in meetings to present recommendations alongside advisors and clients.

Skills

Advanced financial planning

Tax planning

Estate planning

Excel

PowerPoint

English proficiency

Education

Bachelor's degree in Business Administration

FP designation

Tools

PowerPoint

Excel

Job description

Build Your Future With Us

Are you passionate about advanced financial planning and eager to contribute to an organization whose purpose is to help clients feel confident and secure about their future? As a Financial Planner, you will play a key role in analyzing complex financial, tax and estate planning situations, supporting advisors, and sharing expertise across the organization.

You will work closely with advisors serving high-net-worth clients, professionals and business owners. Leveraging your expertise, you will develop strategic recommendations and contribute to the evolution of tools, resources and best practices used in financial and tax planning.

This position offers an exciting opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. Here, people and their development are at the heart of everything we do, fostering an environment that promotes collaboration and innovation.

What You Will Accomplish With Us

• Analyze complex financial, tax and estate planning situations and develop recommendations tailored to the needs of high-net-worth clients, professionals and business owners.
• Contribute to the development of advanced wealth protection, accumulation, decumulation and wealth transfer strategies.
• Act as a resource person for advisors and members of the Advanced Financial and Tax Solutions team, including translating complex financial, tax and estate concepts into practical guidance.
• Participate occasionally in meetings to present recommendations alongside advisors and their clients.
• Design and deliver training programs for distribution networks and contribute to the development of guides, technical reference materials and sales support tools.
• Support the onboarding and development of new team members.
• Monitor developments in financial planning, taxation, insurance and wealth management.
• Assess the impact of legislative and tax changes on recommended strategies.
• Contribute to the evolution of team practices, processes and service offerings by collaborating with various internal partners on special projects and strategic initiatives.
• Participate in the enhancement of financial planning tools, calculators and resources used by advisors and the team.
• Identify business needs, validate financial and tax assumptions incorporated into tools, and ensure the accuracy and relevance of the technical content developed.

What Could Help You Succeed in This Role

• Is recognized for their expertise in advanced financial planning and strong knowledge of personal and corporate taxation.
• Stands out for their ability to analyze complex situations, synthesize information and develop strategic recommendations.
• Demonstrates a strong ability to simplify and explain complex financial, tax and estate planning concepts to a variety of audiences.
• Is recognized for excellent communication, presentation and collaboration skills.
• Has 5 to 6 years of relevant experience in financial planning.
• Holds a bachelor's degree in business administration with a specialization in financial services or a related field.
• Holds the Financial Planner (FP) designation.
• Demonstrates autonomy, initiative, rigor, reliability and sound professional judgment.
• Has a strong working knowledge of Excel and PowerPoint.
• Understands the challenges faced by business owners, incorporated professionals and high-net-worth families.
• Has an advanced level of English proficiency, as the incumbent will be required to collaborate both verbally and in writing with unilingual English-speaking partners on a daily basis.

Why You'll Love Working With Us

• A work environment where learning and development are combined with a shared pursuit of excellence;
• Artificial intelligence is in everyone's hands, enabling you to enhance your personal effectiveness while supporting organizational growth;
• A healthy, safe, equitable and inclusive workplace where everyone can reach their full potential;
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring, innovative workspaces.

Competitive Benefits

• Flexible group insurance plans;
• Competitive retirement savings plan;
• Employee share purchase plan;
• Vacation program and wellness and personal development days;
• Telemedicine services;
• Employee and Family Assistance Program;
• Ergonomic furniture program;
• Performance bonus;
• Discounts on iA products;
• And much more!

The typical hiring range for this position is between $84,691 and $115,371; base salary may vary depending on knowledge, skills, years of experience and i