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Manulife

Manulife serves customers across Canada, the United States, and Asia with financial services designed to help people make better decisions and live better lives. The leading intern

Regional AVP – Tax, Retirement and Estate Planning Services

Location

Canada

Posted

3 days ago

Salary

0

Seniority

Lead

Professional Certificate5 yrs expEnglish

Job Description

Regional AVP – Tax, Retirement and Estate Planning Services

Manulife

• Working in conjunction with select investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams in 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

Job 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
  • 5 to 7 years of expertise in personal, trusts, estates and corporate tax gained through relevant accounting, legal or financial services experience
  • 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

Benefits

  • Health insurance
  • Dental insurance
  • Mental health support
  • Vision insurance
  • Short- and long-term disability insurance
  • Life and AD&D insurance coverage
  • Adoption/surrogacy and wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans with employer matching contributions
  • Financial education and counseling resources
  • Generous paid time off program includes holidays, vacation, personal, and sick days
  • Full range of statutory leaves of absence

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