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 ...