Tax Consultant, Retirement and Estate Planning Services

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

📋 Description

• Deliver technical reference materials, educational support, and case-specific consulting to advisors, Manulife field management, and members of the Regional Tax, Retirement, and Estate Planning groups.

• Provide precise and timely technical insights on tax, estate planning, and regulatory issues.

• Enhance the knowledge of advisors, wholesalers, and target audiences regarding investment products.

• Identify and formulate sales concepts and strategies, including the creation of illustrations and presentations.

• Communicate relevant topics and updates on new legislation.

• Design and conduct educational and sales seminars.

• Offer tax expertise and analytical support for the development of new products and initiatives that affect existing clients.

• Ensure appropriate tax treatment is applied, minimizing unexpected outcomes.

• Assist internal partners, such as marketing, with tax and legal expertise.

• Represent Manulife in key industry and internal committees.

• Advocate for Manulife or TREPS interests concerning legislative and company initiatives.

• Stay updated on pertinent tax, legal, and regulatory developments.

⛳️ Requirements

• Legal or accounting designation plus completion of the CICA in-depth tax course, or a robust background in tax.

• Proficiency in the taxation of investment products and estate planning.

• Financial planning (CFP) qualifications are valuable assets.

• Familiarity with computer software, including spreadsheets and word processing applications.

• Strong oral and written communication skills, along with effective presentation abilities.

• Exceptional organizational and prioritization capabilities.

• Competence in meeting tight deadlines.

• Ability to creatively identify sales and product opportunities stemming from legislative changes.

• Proficient in conducting comprehensive research and analysis on sales concepts.

• Capable of developing technical articles, illustrations, and PowerPoint presentations.

• Ability to interpret and apply complex legislation to sales scenarios.

• Skilled in providing relevant guidance and product feature application to distribution channels.

• Strong interpersonal skills with the capacity to communicate technical information to non-technical audiences.

• High level of accuracy and attention to detail.

• Team-oriented mindset.

• Prior experience in the Financial Services Industry is preferred.

• Project management skills are an advantage.

• Familiarity with Microsoft Office, including Excel, Word, and PowerPoint, is preferred.

• If based in Québec, fluency in both official languages is required to assist clients from various provinces outside Québec.

🏝️ Benefits

• Flexible environment that promotes learning, growth, well-being, and inclusion.

• Health insurance coverage.

• Dental insurance.

• Mental health support services.

• Vision insurance.

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Adoption and surrogacy benefits.

• Wellness programs.

• Employee and family assistance plans.

• Retirement savings plans.

• Pension plan.

• 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 compensation linked to business and individual performance.