Regional AVP Tax, Retirement and Estate Planning Services

Manulife•CAN, British Columbia - Full Time Remote, AB

4d•Remote

About The Position

The Canadian Division is seeking a Regional AVP Tax, Retirement and Estate Planning for Western Canada. This role is ideal for individuals with a professional accounting or legal designation and tax expertise who are looking for a non-traditional and rewarding career. Manulife Financial, a leader in insurance and investment products, values innovative products, excellent service, and expert advice. This position offers an exciting and impactful opportunity for those who thrive in a consultative environment, enjoy applying tax and estate planning knowledge to client scenarios, and wish to influence advisor performance and client outcomes regionally.

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

Nice To Haves

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

Responsibilities

Provide case-specific consultative tax, retirement, and estate planning expertise to clients and their professional advisors, working with select investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams.
Offer 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 using investment products.
Build relationships with professional advisors through case-specific interactions and by providing education on investment product applications for complex tax, retirement, estate, and business planning strategies.
Assist investment advisors, 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.
Provide federal and provincial tax, legal, and accounting information and interpretation to support the development of sales strategies, programs, and concepts to create new market opportunities and increase sales in affluent/upscale and business markets.

Benefits

Health insurance
Dental insurance
Mental health insurance
Vision insurance
Short-term disability
Long-term disability
Life insurance
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
Generous paid time off program (holidays, vacation, personal, and sick days)
Full range of statutory leaves of absence
Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance