Regional AVP, Tax, Retirement, Estate Planning Services

Role Overview

• Provide case-specific consultative expertise working with select insurance advisors to clients and client professional advisors working in conjunction with Manulife Regional Insurance Sales teams
• Implement sophisticated product solutions involving tax and estate planning opportunities
• Provide education to insurance advisors regarding tax and estate planning opportunities utilizing insurance products
• Build local relationships with professional advisors through case-specific interaction and more generally through the provision of education regarding insurance product application to complex tax, estate and business planning strategies
• Assist insurance advisors, Manulife Insurance Sales teams and other Manulife staff in preparing proposals, presentations and customized numerical analysis for affluent/upscale individuals and business clients involving complex estate, tax and business planning
• Provide federal and provincial tax information, legal/accounting information and interpretation to assist/facilitate the development of sales strategies, programs and concepts in order to create new market opportunities and to increase sales results in existing affluent/upscale and business markets
• Be involved in industry organizations such as the Association de Planification Fiscale et Financière and Society of Trust and Estate Practitioners
• Further the Tax, Retirement & Estate Planning team’s Thought Leadership through Industry & Professional Association involvement, technical publications and other medium (podcasts/videos)

Requirements

• Strong tax and estate planning analytical skills and reasoning with expertise in the taxation of private companies and their shareholders, trusts and estate planning
• Bilingual – French and English
• Ability to apply specialized knowledge to practically implement planning solutions
• Strong oral and written communication skills
• Strong presentation skills
• Excellent organizational and prioritization skills
• Ability to meet tight deadlines
• Strong interpersonal skills, relationship building and management
• Creative/innovative thinking applied to individual client contexts
• Ability to interpret and communicate technical information to a non-technical audience
• Accuracy and attention to detail
• Team player and positive attitude
• Professional degree/designation (CPA, LLB, LLM (Tax))
• Completion of the CICA In Depth Tax Course or similar course of study
• Expertise in personal, estates and corporate tax gained through relevant accounting, legal or financial services experience (7 years minimum)

Benefits

• health, dental, mental health, vision, short
• and long-term disability, life and AD&D insurance coverage
• adoption/surrogacy and 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 including holidays, vacation, personal, and sick days
• full range of statutory leaves of absence