Support the Tax & Estate Planning team in research, document preparation, and client advisory for hi
岗位职责
As a Tax & Estate Planning Intern, you will support the Tax and Estate Planning team in delivering strategic advice and solutions to clients. Your responsibilities will include:
Research and Analysis: Conduct in-depth research on tax laws, estate planning strategies, and regulatory changes affecting wealth management. Analyze client scenarios to identify optimal tax and estate planning opportunities.
Document Preparation: Assist in drafting and reviewing estate planning documents, including wills, trusts, and powers of attorney.
申请条件
To be successful in this role, you should have:
Currently enrolled in a Bachelor's or Master's degree program in Accounting, Finance, Law, or a related field.
Strong understanding of Canadian tax principles and estate planning concepts.
雇主简介
IGM Financial Inc. is a leading Canadian wealth and asset management company with approximately $271 billion in assets under management, serving over two million Canadians through financial planning and investment management services.