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 creative tools used by the team. Your training and mentorship skills will aid in the career 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
Robust 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.

📌 Advanced Financial Planner Position At Ia Toronto
🏢 IA
📍 Toronto