Job Title
Head of Tax and Estate Planning (Tax Specialist, Advanced Financial &Tax Solutions)
Build the future with us
The Head of Tax and Estate Planning will be a key member of the distribution leadership team, responsible for equipping financial advisors with advanced tax and estate planning strategies they need to deepen client relationships, retain assets, and attract new business. This role bridges technical expertise with advisor engagement overseeing and managing all aspects of tax and estate planning services for our clients. This role requires a deep understanding of tax laws, estate planning strategies, and financial planning principles.
What you’ll accomplish with us
As a Head of Tax and Estate Planning, you’ll be at the core of our mission. Here are the main responsibilities:
Advisor Engagement and Business Development
Partner with our affiliate advisors to uncover opportunities for tax-efficient investing, estate planning, and wealth transfer to help drive business growth.
Provide case consultation with affiliates working with high-net-worth families, business owners and retirees.
Develop and deliver compelling presentations positioning the firm as a trusted thought leader in wealth planning.
Education and Enablement
Develop advisor friendly tools, that simplify complex tax and estate strategies into actionable client conversations.
Train sales teams and advisors on how to position our products within a broader panning framework (retirement income, charitable giving, business succession, trusts etc)
Thought Leadership
Translate evolving tax legislation and estate trends into advisor focused insights
Collaborate with marketing to create white papers, client brochures, and digital content
Represent iA Clarington as an industry expert to enhance brand credibility.
Collaboration
Work closely with portfolio managers, wholesalers, and product teams to align tax and estate planning narratives with investment solutions.
Partner with distribution leadership to design campaigns
What could accelerate your success in this role
We’re looking for someone who has:
Bachelor's degree in Accounting, Finance, Law, or a related field. A Master's degree or relevant professional certification (e.g., CPA, CFP, JD) is preferred.
Minimum of 10 years of experience in tax and estate planning, with a proven track record of success in a leadership role.
In-depth knowledge of tax laws, estate planning strategies, and financial planning principles.
Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
Proven leadership and management abilities, with experience in training and mentoring staff.
High level of integrity and professionalism, with a commitment to delivering exceptional client service.
Proficiency in French is a huge asset
Ability to travel across Canada
Why you’ll enjoy working with us:
A work environment where learning and development merge with a collective pursuit of excellence;
A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!
iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.