Location: Any Canadian province outside Quebec
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. 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 Role: As a member of our Advanced Financial Planning department, you will be joining a highly collaborative group of 45 legal, tax, and financial planning professionals responsible for providing support, training and resource material to IG Advisors. The support provided includes tax planning, estate planning and financial planning software support on complex cases. Members of the department provide support to high-net-worth clients, particularly those with complex situations, by meeting with them (either remotely or in person) to discuss tax and estate planning issues, opportunities and strategies, as well as liaising with the client’s external professionals to co-ordinate the planning where necessary.
We are looking for a tax accountant to join our Advanced Financial Planning team. We are open to considering candidates located in all provinces outside Québec. Although we offer a hybrid work environment, there will be an expectation of periodic travel to meet in person with the team, IG Advisors and with high-net-worth clients.
Key Responsibilities:
- Provide advanced taxation and other financial planning support for IG Wealth Management Advisors by responding to their questions or issues 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.
- Analyze financial plans for potential tax issues in client situations, particularly those involving business owners and private corporations.
- Able to work independently and undertake meetings or conference calls with clients and/or their professional advisors on matters relating to tax and estate planning.
- Present concepts and deliver continuing education sessions to advisors and within the Advanced Financial Planning team.
- Develop and 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).
- Represent IG Wealth Management’s financial planning approach to the media, public audiences, and professional organizations.
- Complete the Certified Financial Planner (“CFP”) designation with FP Canada if not already obtained.
Required Qualifications:
- Completion of a post-secondary university degree plus attainment of a Canadian professional accounting designation.
- Minimum 5 years experience in advanced taxation and estate planning, with a preference for completion of additional industry related education (examples could include the CPA Canada In-depth tax course or the Trust and Estate Practitioner designation awarded by the Society of Trust and Estate Practitioners) and experience in delivering advice to owner/managed businesses and/or high-net-worth individuals.
- A continuous learner who stays on top of business trends and changes in the tax law.
- Flexible, able to work with light supervision and adapt to change.
- Strong verbal and written communication skills (ability to communicate in both English and French would be an asset).
- Strong problem-solving skills and attention to detail.
- Strong public speaking and training skills.
- Proficiency with Windows environment PC based tools.
The expected annual base salary range for this role is $142,500, $178,500 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.
COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
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).
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
Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.
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 July 31, 2026.
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