Regional Avp Tax, Retirement & Estate Planning – Mass Markets Region

Manulife

Toronto, Ontario, Canada
Not specified; varies by location + factors; incen...
Fully remote
Strong tax and estate planning analytical skills
Expertise in taxation of private companies and trusts
Ability to interpret technical information for non-technical audiences
The role involves providing case-specific consultative expertise to insurance advisors and clients regarding sophisticated product structures

Job Summary

  • The role involves providing case-specific consultative expertise to insurance advisors and clients regarding sophisticated product structures.
  • Employees will be part of a team of seven highly motivated professionals working towards becoming the undisputed leader of the insurance market in Canada.
  • The company offers a flexible environment with well-being support, customizable benefits, and opportunities for career growth within a global team.

Matching Summary

The role involves providing case-specific consultative expertise to insurance advisors and clients regarding sophisticated product structures.

Salary

Not specified; varies by location and factors; incentive compensation available

Skills & Requirements

Must-have

  • Strong tax and estate planning analytical skills
  • Expertise in taxation of private companies and trusts
  • Ability to interpret technical information for non-technical audiences

Nice-to-have

  • Previous experience in Life insurance industry
  • Creative innovative thinking applied to client contexts
  • Bilingual French and English capabilities

Key Requirements

  • Professional degree or designation (CPA, LLB, LLM)
  • Minimum 7 years experience in personal, estates and corporate tax
  • Completion of CICA In Depth Tax Course or similar

Work Rights

Must reside in specific Canadian areas

Tailored Resume

Cover Letter