Tax, Retirement & Estate Planning Services Consultant

Manulife

11d • Remote

About The Position

Manulife Financial currently has an opening in the Head Office Tax, Retirement & Estate Planning Services team for a Tax, Retirement & Estate Planning Consultant. This position is described as a rewarding, non-traditional role for individuals with a professional accounting or legal designation and in-depth tax expertise. The consultant provides technical reference material, education, and case-specific consulting support to advisors, Manulife field management (e.g., wholesalers), and Regional Tax, Retirement and Estate Planning group members (RTREPS) on complex estate, tax, and business planning issues, including product, concept, legal, and accounting matters. Manulife Financial Corporation is a leading international financial services provider dedicated to helping people make decisions easier and live better. The company is committed to digital innovation and accelerating a sustainable and economically inclusive future. Manulife embraces diversity, strives to attract, develop, and retain a diverse workforce, and fosters an inclusive work environment. They are committed to fair recruitment, retention, advancement, and compensation without discrimination. Manulife has received several recognitions, including the 2024 Gallup Exceptional Workplace Award, Forbes World’s Best Employers 2023, Best Companies to Work for in Asia 2023, Canada’s Top 100 Employers (2024), and inclusion in Bloomberg’s 2023 Gender-Equality Index.

Requirements

• Legal or accounting designation plus the CICA in depth tax course or a strong background in tax
• Expertise in the taxation of Investment Products and Estate planning and financial planning (CFP) skills are strong assets
• Computer software knowledge (spreadsheets and word processing)
• Strong oral and written communication and presentation skills
• Excellent organizational and prioritization skills and ability to meet tight deadlines
• Ability to think creatively to identify sales and product opportunities arising out of legislation
• Ability to complete in-depth research and analysis on the feasibility of sales concepts, to develop easy to read technical articles describing the concepts as well as illustrations and power point presentations to support a sales concept package
• Ability to understand and apply complex legislation to sales situations and to provide meaningful direction and product feature application to the various distribution channels in a way that educates them and serves our investors best
• Strong interpersonal skills; must have the ability to interpret and communicate technical information to a non-technical audience
• Accuracy and attention to detail
• Team player

Nice To Haves

• Previous experience in the Financial Services Industry
• Project management skills
• Familiarity in Microsoft Office (Excel, Word, PowerPoint)

Responsibilities

• Providing accurate and timely technical information to investment and wealth management advisors, wholesalers and RTREPS with respect to tax, estate planning and regulatory matters
• Increase the knowledge, understanding and comfort of top tier advisors, wholesalers and other target audiences with investment products by identifying and developing sales concepts/strategies (including illustrations and presentations to support these concepts/strategies), communicating on topical matters or new legislation and by developing and delivering educational and sales seminars
• Providing tax expertise and analysis on new product development initiatives as well as initiatives impacting existing clients to ensure that the most effective tax treatment has been considered and that no negative surprises result.
• Support other internal partners (e.g. marketing) with our tax and legal expertise.
• Professionally represent Manulife on influential industry or internal committees with respect to legislative and company initiatives respectively, relating to investment products and ensure that the interests of Manulife or TREPS are brought forward in a timely and influential manner.
• You will be required to remain current on relevant tax, legal and regulatory matters.

Benefits

• opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance
• health insurance
• dental insurance
• mental health coverage
• vision insurance
• short- and long-term disability insurance coverage
• life and AD&D insurance coverage
• adoption/surrogacy benefits
• wellness benefits
• employee/family assistance plans
• various 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 in Canada includes holidays, vacation, personal, and sick days
• full range of statutory leaves of absence

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Ph.D. or professional degree