Managing Director, Tax And Estate Planning

Manulife Financial Inc

Montreal, Quebec, CA
Base: $123,100.00 cad - $173,100.00 cad; bonus/equ...
On-site
Consultative approach to advisors
Support for quebec-based clients
Expertise in personal, trusts, estates and corporate tax
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.
  • Develop customized plans for clients, integrating the expertise of financial planning, estate, tax and business planning and identifying cross-sales and growth opportunities.
  • Stay abreast of regulatory changes and market trends to ensure cutting-edge service offerings.

Matching Summary

Provide consultation on complex tax and estate planning concepts and strategies for HNW clients and complex scenarios.

Salary

Base: $123,100.00 CAD - $173,100.00 CAD; Bonus/Equity: Incentive programs 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 Quebec-based clients
  • Expertise in personal, trusts, estates and corporate tax
  • Bilingual in French and English

Nice-to-have

  • Integrated wealth management approach
  • Creative/innovative thinking
  • Confidence and credibility with senior leaders

Key Requirements

  • Chartered Accounting (CA) or Legal designation (LLB)
  • Completion of CICA In Depth Tax Course or similar
  • 5 to 7 years of expertise in tax and estate planning
  • Strong knowledge in civil law with understanding of common law

Work Rights

Not specified

Tailored Resume

Cover Letter