Working in conjunction with select investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams to provide case-specific consultative tax, retirement and estate planning expertise to clients and client professional advisors.
Providing tax planning and financial solutions involving wealth/investment products.
Providing educational presentations and seminars to top-tier investment advisors regarding tax, retirement and estate planning opportunities utilizing investment products.
Building local relationships with professional advisors through case-specific interaction.
Assisting investment advisors and Manulife staff in preparing proposals, presentations and customized numerical analysis for affluent/upscale individuals and business clients involving complex estate, tax, retirement and business planning.
Providing federal and provincial tax information, legal/accounting information and interpretation to assist the development of sales strategies, programs and concepts.

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.

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short
and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence.

Regional AVP – Tax, Retirement and Estate Planning Services

Key skills