Description

 

 

Division:  IG-FinPln

Location:  Province of Quebec
 

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. 

 

Founded in 1926, IG Wealth Management is a key part of IGM’s business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.  

 

With a vision to inspire financial confidence, IG Wealth Management is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals. 

 

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals. 

 

The Advanced Financial Planning department is made up of a growing team that includes 35 accountants, lawyers and financial planners and provides financial planning support, training and resource material to IG Wealth Management Consultants. The financial planning support provided includes taxation, estate planning and insurance support on complex cases and non-technical support for the financial planning software.  The department also represents Investors Group and its financial planning expertise to the media, the public and professional organizations through interviews and presentations.

 

We are currently looking for a Director to join our Advanced Financial Planning team.

 

The Director is responsible for providing advanced taxation and estate planning advice, client meeting support, training and resource materials to IG Wealth Management Consultants. The position also provides advice to other head office departments and represents IG Wealth Management’s financial planning approach to the media, clients, the public and professional associations.

 

Responsibilities include:

• Support IG Wealth Management Consultants by responding by telephone (Teams) and by email to their questions related to taxation, estate planning, and other aspects of financial planning.

• Participate in meetings and conference calls with clients and/or their professional advisors to address matters related to tax and estate planning.

• Prepare written reports based on an in‑depth analysis of complex client situations, identifying opportunities, strategies, and other issues related to tax planning, estate planning, and other aspects of financial planning.

• Create and analyze financial plans for complex situations, including cases where the client owns a business or a private corporation.

• Develop advanced training programs on taxation, estate planning, and other aspects of financial planning, and deliver them to IG Wealth Management Consultants.

• Develop and update financial planning tools intended for IG Wealth Management Consultants.

• Provide advice and training to other IG Wealth Management departments on complex matters involving taxation, estate planning, and other financial planning issues (for example, by reviewing corporate documents, advertisements, and client‑facing marketing materials; participating on editorial committees for client publications; and providing guidance on new product design and the suitability of various financial planning solutions).

• Obtain the Financial Planner designation with the IPF, if not already held.

 

Qualifications:

  • Minimum 3 years experience in advanced tax and estate planning, including experience providing advice to business owners. Candidates who have completed the CICA in-depth tax course or who have a degree in a recognized university program in taxation will be preferred.
  • Attainment of a university degree and CPA licensed.
  • 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 in French and in English.
  • Strong public speaking and training skills.
  • Bilingualism (French and English).
  • Proficiency with Windows environment PC based tools.

Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.  

 

Benefits:  

  • COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component. 

  • EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

  • RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan 

  • WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements. 

  • INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).  

The expected annual base salary range for this role is ($107, 500 – $130, 000), which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

 

IGM is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas. 

 

IG 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.    

 

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.ig.ca/en/careers

 

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

 

Please apply before February 5, 2026.

 

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