Regional AVP, Tax, Retirement & Estate Planning

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 Society of Trust and Estate Practitioners.
• Help the underwriting team evaluate cases.
• 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.
• 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.
• Bilingual – French and English – can be helpful but not mandatory.
• 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

• 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.