Regional AVP, Tax, Retirement and Estate Planning Services

Job not on LinkedIn

🔥 1 minute ago

🇨🇦 Canada – Remote

⏰ Full Time

🔴 Lead

💰 Tax

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

🏥 Healthcare

💸 Finance

🛡️ Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Healthcare • Finance • Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Work with select investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams to provide case-specific consultative tax, retirement and estate planning expertise • Provide tax planning and financial solutions involving wealth/investment products • Deliver educational presentations and seminars to top-tier investment advisors on tax, retirement and estate planning opportunities • Build local relationships with professional advisors through case-specific interaction and education • Assist advisors, sales teams, and Manulife staff with proposals, presentations, and customized numerical analysis for affluent individuals and business clients • Provide federal and provincial tax information, legal/accounting information, and interpretation to support sales strategies, programs, concepts, market opportunities, and sales results

🎯 Requirements

• 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 • 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

🏖️ Benefits

• Incentive programs and incentive compensation tied to business and individual performance • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance coverage • Life and AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans, including pension • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Paid holidays, vacation, personal, and sick days in Canada • Statutory leaves of absence • Flexible environment • Learning and career growth support • Well-being and inclusion support

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