Regional AVP Tax, Retirement and Estate Planning Services

Manulife

8d•Remote

About The Position

The Canadian Division of Manulife Financial is seeking a Regional AVP Tax, Retirement and Estate Planning for Western Canada. This is a non-traditional role for individuals with a professional accounting or legal designation and tax expertise. Manulife Financial is a prominent provider of insurance and investment products, known for its innovative offerings, excellent service, and expert advice. The ideal candidate will thrive in a consultative setting, enjoy applying tax and estate planning knowledge to client scenarios, and aim 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 in conjunction with select investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams.
Offer tax planning and financial solutions that incorporate wealth/investment products.
Deliver educational presentations and seminars to top-tier investment advisors on tax, retirement, and estate planning opportunities using investment products.
Build local relationships with professional advisors through case-specific interactions and general education on applying investment products to 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, focusing on complex estate, tax, retirement, and business planning.
Provide federal and provincial tax information, legal/accounting information, and interpretation to support the development of sales strategies, programs, and concepts to create new market opportunities and enhance sales results in affluent/upscale and business markets.

Benefits

Health insurance
Dental insurance
Mental health insurance
Vision insurance
Short- and long-term disability coverage
Life and AD&D insurance coverage
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans (including pension and a 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