Financial Planner

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

Benefits offered by this job

Competitive retirement savings plan

Employee share purchase plan

Vacation program

Job summary

iA Financial Group is seeking a Financial Planner to analyze complex financial, tax and estate planning scenarios for high-net-worth clients and professionals. You will support advisors, develop retirement and wealth transfer strategies, and contribute to tools and resources across the organization.

The role requires 5–6 years of experience, a Bachelor’s degree in business administration with a financial services focus, and the FP designation.

Qualifications

• 5–6 years of relevant experience in financial planning.
• Bachelor’s degree in business administration with specialization in financial services or related field.
• Financial Planner (FP) designation.
• Strong working knowledge of Excel and PowerPoint.

Responsibilities

• Analyze complex financial, tax and estate planning situations for high-net-worth clients and professionals.
• Develop strategic recommendations and contribute to wealth protection, accumulation, decumulation and transfer strategies.
• Support advisors and Advanced Financial and Tax Solutions team with practical guidance.
• Present recommendations alongside advisors and clients in meetings.
• Design training programs and contribute to guides and sales tools.

Skills

Advanced financial planning

English proficiency

Analytical thinking

Communication skills

Education

Bachelor's degree in business administration (financial services)

Financial Planner (FP) designation

Tools

Excel

PowerPoint

Job description

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

As a Financial Planner, you will be at the heart of our mission. Key responsibilities include:

• 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 internal equity.

Location(s) Toronto / 26 Wellington Street East Other Possible Location(s) Vancouver / 988 Broadway West

Posting End Date 2026-09-30

Company Overview iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. At iA, we’re invested in you. * iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

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. As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes. In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes. Want to join the iA family, but there’s no job openings right now that match your profile? Let us know you’re interested!