Canadian Division currently has an opening in Ontario, Alberta, Saskatchewan or Manitoba for a Regional AVP Tax, Retirement and Estate Planning. If you have a professional accounting or legal designation with tax expertise and are looking for an exciting, non-traditional role, this position could be very rewarding.
Manulife Financial is a leading provider of insurance and investment products to Canadian families, individuals and businesses. We are recognized in the marketplace for our innovative products, excellent service and professional, expert advice.
If you thrive in a consultative environment, enjoy applying tax and estate planning knowledge to real world client scenarios, and want to influence advisor performance and client outcomes at a regional level, this is an exciting and impactful opportunity.
Responsibilities:
Working in conjunction with select investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams on any of our distribution channels to provide case-specific consultative tax, retirement and estate planning expertise to clients and client professional advisors;
Providing tax planning and financial solutions involving wealth/ investment products;
Providing educational presentations and seminars to top-tier investment advisors regarding tax, retirement and estate planning opportunities utilizing investment products;
Building local relationships with professional advisors through case-specific interaction and more generally through the provision of education regarding investment product application to complex tax, retirement, estate and business planning strategies;
Assisting investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams and other Manulife staff in preparing proposals, presentations and customized numerical analysis for affluent/upscale individuals and business clients involving complex estate, tax, retirement and business planning;
Providing federal and provincial tax information, legal/accounting information and interpretation to assist the development of sales strategies, programs and concepts in order to create new market opportunities and to increase sales results in affluent/upscale and business markets
Required Qualifications:
Strong oral and written communication skills
Professional degree/designation (CPA, LLB, LLM (Tax))
Completion of the CICA In Depth Tax Course or similar course of study
Expertise in personal trusts, estates and corporate tax gained through relevant accounting, legal or financial services experience (5 to 7 year minimum)
Strong tax, retirement and estate planning analytical skills and reasoning
Ability to apply specialized knowledge to practically implement planning solutions
Excellent organizational and prioritization skills
Ability to meet tight deadlines
Strong interpersonal skills, relationship building and management
Accuracy and attention to detail Creative/innovative thinking applied to individual client contexts
Ability to interpret and communicate technical information to a non-technical audience
Team player and positive attitude
Preferred Qualifications:
Previous experience in the Financial Services or Life Insurance Industry Expertise in the taxation of guaranteed wealth solution (e.g., segregated funds) and other investment products
TEP designation
Special Conditions: This is a remote role and involves some travel.
When you join our team:
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html…