iA Financial Planning Specialist (Toronto)

03 Oct

iA Financial Group (Industrial Alliance)

Toronto

03 Oct

iA Financial Group (Industrial Alliance)

Toronto

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.

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. Analyze complex financial and tax scenarios for clients

- Create training programs and reference guides
- Enhance financial planning tools and resources 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.

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

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