Director, Tax and Estate Planning

IG Wealth Management
Posting Date:
Jan 10, 2022
Company/Firm:
IG Wealth Management
Area of Law:
Estate planning, estate administration, tax planning
Position Type:
Permanent
Deadline:
Feb 11, 2022
Experience:
Minimum 5 years experience in advanced estate planning and taxation

Description

The Advanced Financial Planning department at IG Wealth Management is a growing team of 35 accounting, legal and financial planning professionals responsible for providing financial planning support, training and resource material to IG Consultants. Members of the department provide support to high net worth clients, particularly those with complex needs, by meeting with them (either remotely or in person) to discuss recommended tax and estate planning strategies and liaising with the client’s external professionals to co-ordinate the planning where necessary. 

We are currently looking for a lawyer to join our Advanced Financial Planning team.  We are open to considering candidates located in any Canadian common law jurisdiction.  Although the job can be conducted remotely, there will be an expectation of occasional travel to meet with the team in person, and meet with high net worth clients in person. 

The successful candidate will be expected to:

  • Provide advanced estate planning, taxation and other financial planning support for IG Consultants by responding to their questions on estate planning, taxation and other financial planning issues received by telephone and e-mail.
  • Prepare written reports (based on detailed analysis) for complex client situations, advising on tax, estate and other financial planning opportunities, strategies and issues.
  • Create and analyze financial plans for complex client situations, particularly those involving business owners and private corporations.
  • Participate in meetings or conference calls with clients and/or their professional advisors on matters relating to estate planning and tax.
  • Initiate, develop and deliver advanced estate planning, taxation and other financial planning training for IG Consultants.
  • Develop and update financial planning resource tools for IG Consultants.
  • Provide advice and training to other IG Wealth Management departments on advanced taxation, estate planning and other financial planning issues (including the review of corporate materials, advertisements, client collateral relating to financial planning, participating on editorial committees for production of client publications, advising on new product development and on the appropriateness of various financial planning solutions).
  • Complete the Certified Financial Planner (“CFP”) designation with FP Canada if not already obtained.

Qualifications:

  • Minimum 5 years experience in advanced estate planning and taxation, with preference for completion of additional industry related education (examples could include the Trust and Estate Practitioner designation awarded by the Society of Trust and Estate Practitioners or the CPA Canada in-depth tax course) and experience in delivering advice to owner/managed businesses or high net worth individuals.
  • Completion of a post-secondary university degree plus attainment of a professional legal designation.
  • A continuous learner who stays on top of business trends and tax technical changes.
  • Flexible, able to work with light supervision and adapt to change.
  • Strong verbal and written communication skills.
  • Strong public speaking and training skills.
  • Proficiency with Windows environment PC based tools.

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by February 11, 2022

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Contact Name Jacqui Sukman

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