Become a specialist in financial planning with iA, focusing on advanced tax and estate planning. Contribute to high-net-worth client solutions in a supportive hybrid setting.

In this role, you'll analyze intricate financial issues and partner with advisors to create tailored strategies for clients. Your responsibilities will include simplifying complex information and assisting in the development of educational materials for financial advisors. You'll work closely with a agile team devoted to pushing the boundaries of financial planning.

Key Responsibilities: • Analyze complex financial and tax scenarios for clients • Develop strategies for wealth accumulation and transfer • Create training programs and reference guides • Support new team member onboarding and development • Enhance financial planning tools and resources

Requirements: • 5-6 years of financial planning experience • Relevant bachelor’s degree with financial focus • Financial Planner (FP) certification • Strong Excel and PowerPoint skills • Advanced communication abilities in English

Expand your expertise and help clients achieve financial confidence with iA.

📌 iA Financial Planning Specialist (Winnipeg)
🏢 iA Financial Group (Industrial Alliance)
📍 Winnipeg