Accounting & Finance

Advanced Financial Planner: Wealth Strategy for HNW

Iaawg

Toronto · On · Canada

iA is seeking a Financial Planner in Toronto with a hybrid work model to analyze complex financial, tax and estate planning for high-net-worth clients, professionals and business owners. You will develop strategic recommendations and support advisors while advancing tools and best practices.

The role requires 5–6 years of experience in financial planning, a bachelor’s degree in business administration with a specialization in financial services, and the FP designation, plus strong Excel and

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Reference: WJ-3875_12950774

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