Provide consultation on complex tax and estate planning concepts and strategies for HNW clients and complex scenarios
Job Summary
Provide consultation on complex tax and estate planning concepts and strategies for HNW clients and complex scenarios.
Work collaboratively within a supportive environment that values innovation, continuous learning, and proactive improvement.
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.
Matching Summary
Provide consultation on complex tax and estate planning concepts and strategies for HNW clients and complex scenarios.
Salary
Base: $129,800.00 CAD - $241,200.00 CAD; Bonus/Equity: Incentive programs and compensation tied to performance; Benefits: Health, dental, mental health, vision, disability, life insurance, retirement savings plans
Skills & Requirements
Must-have
Consultative approach to advisors
Support for insurance division
Complex tax and estate planning
Client discovery and issue identification
Customized plan development
Subject matter expert on tax and estate
Nice-to-have
Integrated wealth management approach
Deep financial services understanding
Confidence and credibility with leaders
Professional demeanor and relationship skills
Creative and innovative thinking
Key Requirements
Bilingual French and English
Knowledge in common and civil law
CA or LLB designation
CICA In Depth Tax Course or similar
5-7 years expertise in personal, trusts, estates, corporate tax