Tax Accountant ex-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…