Tax, Retirement & Estate Planning Services Consultant

Manulife

Ontario, Canada
Base: $118,300.00 cad - $168,300.00 cad; bonus/equ...
Fully remote
Legal or accounting designation required
In-depth tax expertise in investment products
Estate planning and financial planning skills
Manulife is seeking a Tax, Retirement & Estate Planning Services Consultant to provide technical support and education in complex tax and estate planning situations. The ideal candidate will have a professional accounting or legal designation, in-depth tax expertise, and strong communication skills. This fully remote position offers competitive compensation and an array of benefits

Job Summary

  • The role provides technical reference material and case-specific consulting support to advisors regarding complex estate, tax, and business planning situations.
  • Employees will develop educational seminars and sales strategies to increase advisor knowledge of investment products and new legislation.
  • Manulife offers a flexible environment with comprehensive benefits including health insurance, retirement savings plans, and customizable wellness programs.

Matching Summary

Match Score: 85

Manulife is seeking a Tax, Retirement & Estate Planning Services Consultant to provide technical support and education in complex tax and estate planning situations. The ideal candidate will have a professional accounting or legal designation, in-depth tax expertise, and strong communication skills. This fully remote position offers competitive compensation and an array of benefits.

Salary

Base: $118,300.00 CAD - $168,300.00 CAD; Bonus/Equity: Incentive compensation tied to performance; Benefits: Health, dental, pension, and paid time off

Skills & Requirements

Must-have

  • Legal or accounting designation required
  • In-depth tax expertise in investment products
  • Estate planning and financial planning skills
  • Ability to communicate complex legislation
  • Strong presentation and seminar delivery skills

Nice-to-have

  • Previous financial services industry experience
  • Project management skills
  • Creative identification of sales opportunities
  • Team player with strong interpersonal skills

Key Requirements

  • Legal or accounting designation plus CICA in-depth tax course
  • Expertise in taxation of investment products
  • CFP skills are a strong asset
  • Experience in Financial Services Industry preferred

Work Rights

Not specified

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