Join the dedicated team at iA as an Advanced Financial Planner, specializing in financial and tax planning for high-net-worth individuals in a supportive, hybrid workplace. Elevate your career while making an impact.

In this role, you will analyze intricate financial situations and offer strategic recommendations tailored to affluent clients and business owners. Collaborating with advisors, you’ll help refine their planning processes and contribute to the innovative tools used by the team. Your training and mentorship skills will aid in the professional development of new team members.

Key Responsibilities:
• Analyze tax and estate planning scenarios
• Develop wealth protection and transfer recommendations




• Collaborate with advisors to present solutions
• Design training and technical materials
• Stay updated on financial planning developments

Requirements:
• 5 to 6 years of relevant experience
• Bachelor's degree in related fields
• Financial Planner (FP) credential
• Solid analytical and communication skills
• Advanced proficiency in English required

Utilize your advanced financial planning skills to support clients' aims at iA while fostering a culture of growth.
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📌 Advanced Financial Planner Position at iA (Ontario)
🏢 IA
📍 Ontario