Tax Consultant, Retirement and Estate Planning Services

🔥 2 hours ago

🇨🇦 Canada – Remote

💵 $118.3k - $168.3k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

👻 Ghost score 0%

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

• Provide technical reference material, education, and case-specific consulting support to advisors, Manulife field management, and Regional Tax, Retirement and Estate Planning group members • Provide accurate and timely technical information on tax, estate planning, and regulatory matters • Increase advisors’, wholesalers’, and target audiences’ knowledge of investment products • Identify and develop sales concepts and strategies, including illustrations and presentations • Communicate topical matters and new legislation • Develop and deliver educational and sales seminars • Provide tax expertise and analysis for new product development and initiatives affecting existing clients • Ensure effective tax treatment is considered and negative surprises are avoided • Support internal partners such as marketing with tax and legal expertise • Represent Manulife on influential industry and internal committees • Bring forward Manulife or TREPS interests regarding legislative and company initiatives • Remain current on relevant tax, legal, and regulatory matters

🎯 Requirements

• Legal or accounting designation plus the CICA in depth tax course or a strong background in tax • Expertise in the taxation of investment products and estate planning • Financial planning (CFP) skills are strong assets • Computer software knowledge, including spreadsheets and word processing • Strong oral and written communication and presentation skills • Excellent organizational and prioritization skills • Ability to meet tight deadlines • Ability to think creatively to identify sales and product opportunities arising out of legislation • Ability to complete in-depth research and analysis on sales concepts • Ability to develop technical articles, illustrations, and PowerPoint presentations • Ability to understand and apply complex legislation to sales situations • Ability to provide meaningful direction and product feature application to distribution channels • Strong interpersonal skills and ability to communicate technical information to non-technical audiences • Accuracy and attention to detail • Team player • Previous experience in the Financial Services Industry is preferred • Project management skills are preferred • Familiarity with Microsoft Office, including Excel, Word, and PowerPoint, is preferred • If located in Québec, proficiency in both languages is required to support clients from various provinces outside Québec

🏖️ Benefits

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

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