Tax Accountant - Canada ex-Quebec

About the Company

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. IG Wealth Management, founded in 1926, provides comprehensive wealth‑management services to Canadian financial advisors and their clients. The firm is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers.

Canada (any province outside Quebec). The role is hybrid: three days in the office with expectations of periodic travel.

The Advanced Financial Planning department is a collaborative team of 45 legal, tax, and financial‑planning professionals. The team supports IG Wealth Management advisors with tax planning, estate planning, and financial‑planning software on complex cases, and provides training and resource materials to high‑net‑worth clients and external professionals.

• Provide advanced taxation and financial‑planning support to IG Wealth Management advisors via telephone and email.
• Prepare written reports for complex client situations, advising on tax, estate, and other financial‑planning opportunities.
• Analyze financial plans for potential tax issues, especially for business owners and private corporations.
• Conduct independent meetings or conference calls with clients and their advisors regarding tax and estate planning.
• Present concepts and deliver continuing education sessions to advisors and the Advanced Financial Planning team.
• Develop and provide training to other IG Wealth Management departments on advanced taxation, estate planning, and related financial‑planning issues.
• Advocate 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.

• Completion of a post‑secondary university degree and attainment of a Canadian professional accounting designation.
• Minimum five years’ experience in advanced taxation and estate planning, with preference for additional industry‑related education such as the CPA Canada in‑depth tax course or Trust and Estate Practitioner designation.
• Continuous learner staying current with business trends and changes in tax law.
• Strong verbal and written communication skills; bilingual ability in English and French is an asset.
• Strong problem‑solving skills, attention to detail, and public‑speaking/training abilities.
• Ability to work independently with light supervision and adapt to change.
• Proficiency with Windows‑based PC tools.

• Competitive base salary and performance‑weighted bonus.
• Educational and career support, and option to join an Employee Share Purchase Plan with employer matching.
• Health and dental coverage, flexible family plans, and short‑term and long‑term disability plans.
• Voluntary defined‑contribution pension plan.
• Paid volunteer days, competitive time off including 10 wellness days, and hybrid & flex work arrangements.
• Inclusive culture and diversity initiatives, including business resource groups.

IG is a diverse workplace committed to inclusive hiring practices. We encourage applications from all qualified candidates representing Canada’s diversity, including racialised persons, women, Indigenous persons, persons with disabilities, 2

SLGBTQIA+ community, gender‑diverse and neurodiverse individuals, and others who can contribute to broader perspectives.

IG is an accessible employer committed to providing a barrier‑free recruitment experience. If you require an accommodation or alternate format, please contact the Talent Acquisition team to meet your needs.