Regional Avp Tax, Retirement And Estate Planning Services

Manulife

Western Canada, CA
Fully remote
Professional accounting or legal designation
Tax expertise
Consultative environment
Working in conjunction with select investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams in any of our distribution channels to provide case-specific consultative tax, retirement and estate planning expertise to clients and client professional advisors

Job Summary

  • Working in conjunction with select investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams in any of our distribution channels to provide case-specific consultative tax, retirement and estate planning expertise to clients and client professional advisors.
  • Providing educational presentations and seminars to top-tier investment advisors regarding tax, retirement and estate planning opportunities utilizing investment products.
  • We’ll empower you to learn and grow the career you want.

Matching Summary

Working in conjunction with select investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams in any of our distribution channels to provide case-specific consultative tax, retirement and estate planning expertise to clients and client professional advisors.

Skills & Requirements

Must-have

  • professional accounting or legal designation
  • tax expertise
  • consultative environment
  • real-world client scenarios
  • influence advisor performance
  • provide case-specific consultative expertise

Nice-to-have

  • thrive in a consultative environment
  • enjoy applying knowledge
  • creative/innovative thinking
  • positive attitude

Key Requirements

  • CPA, LLB, LLM (Tax) designation
  • CICA In Depth Tax Course or similar
  • 5 to 7 year minimum experience
  • personal, trusts, estates and corporate tax expertise
  • strong analytical skills
  • ability to interpret technical information

Work Rights

Not specified

Tailored Resume

Cover Letter