Tax, Retirement & Estate Planning Services Consultant

Manulife Financial Inc

Ontario, Canada
Base: $118,300.00 cad - $168,300.00 cad; bonus/equ...
**
Legal or accounting designation required
In-depth tax expertise in investment products
Estate planning and financial planning skills
** Manulife Financial is seeking a Tax, Retirement & Estate Planning Services Consultant with a legal or accounting designation and extensive tax expertise for a fully remote position. The role involves providing technical support and education to advisors on tax and estate planning matters while developing sales strategies and maintaining compliance with legislation. **

Job Summary

  • The role provides technical reference material and case-specific consulting support 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 work environment with comprehensive benefits including health insurance, retirement savings plans, and paid time off.

Matching Summary

Match Score: 75

** Manulife Financial is seeking a Tax, Retirement & Estate Planning Services Consultant with a legal or accounting designation and extensive tax expertise for a fully remote position. The role involves providing technical support and education to advisors on tax and estate planning matters while developing sales strategies and maintaining compliance with legislation. **

Salary

Base: $118,300.00 CAD - $168,300.00 CAD; Bonus/Equity: Incentive compensation tied to performance available; Benefits: Health, dental, pension, and wellness benefits included

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 technical concepts clearly
  • 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
  • Proficiency in Microsoft Office software

Work Rights

Not specified

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