Regional AVP, Tax, Retirement and Estate Planning Services

This is a fully remote position, open to applicants in Canada.

📋 Description

• Collaborate with select investment advisors and the Manulife Guaranteed Wealth Solutions and Investment Sales teams to offer tailored consultative expertise in tax, retirement, and estate planning.

• Provide financial solutions and tax planning involving wealth and investment products.

• Conduct educational seminars and presentations for top-tier investment advisors on opportunities in tax, retirement, and estate planning.

• Develop local relationships with professional advisors through case-specific engagement and education.

• Support advisors, sales teams, and Manulife staff with proposals, presentations, and customized numerical analyses for affluent individuals and business clients.

• Offer federal and provincial tax information, along with legal and accounting insights, to enhance sales strategies, programs, concepts, market opportunities, and sales outcomes.

⛳️ Requirements

• Excellent oral and written communication abilities.

• Professional degree or designation (CPA, LLB, LLM (Tax)).

• Completion of the CICA In Depth Tax Course or a comparable course of study.

• Proficiency in personal trusts, estates, and corporate tax acquired through relevant accounting, legal, or financial services experience (minimum of 5 to 7 years).

• Strong analytical skills and reasoning in tax, retirement, and estate planning.

• Capability to apply specialized knowledge to effectively implement planning solutions.

• Exceptional organizational and prioritization abilities.

• Capacity to meet tight deadlines.

• Strong interpersonal skills with a focus on relationship building and management.

• Meticulous attention to detail and accuracy.

• Creative and innovative thinking tailored to individual client situations.

• Skill in interpreting and conveying technical information to a non-technical audience.

• Team-oriented with a positive attitude.

• Previous experience in the Financial Services or Life Insurance Industry.

• Expertise in the taxation of guaranteed wealth solutions (e.g., segregated funds) and other investment products.

• TEP designation.

🏝️ Benefits

• Incentive programs and compensation linked to both business and individual performance.

• Health insurance coverage.

• Dental insurance coverage.

• Mental health benefits.

• Vision insurance coverage.

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Adoption and surrogacy benefits.

• Wellness benefits.

• Employee and family assistance plans.

• Retirement savings plans, including pension options.

• 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 working environment.

• Support for learning and career growth.

• Well-being and inclusion initiatives.