Managing Director- Tax And Estate Planning

Manulife

Toronto, Ontario, Canada
Base: $129,800.00 cad - $241,200.00 cad; bonus/equ...
Hybrid
Consultative approach to advisors
Support insurance division
Complex tax and estate planning
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.
  • Work collaboratively with Centralized Planners, Advisors, and Insurance Consultants to provide specialized advice for HNW clients.
  • 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: $129,800.00 CAD - $241,200.00 CAD; Bonus/Equity: Incentive programs available; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Consultative approach to advisors
  • Support insurance division
  • Complex tax and estate planning
  • Develop customized client plans
  • Subject matter expert
  • Explain tax rules and concepts

Nice-to-have

  • Integrated wealth management approach
  • Professional demeanor and credibility
  • Creative and innovative thinking

Key Requirements

  • 5 to 7 years of experience
  • CA or LLB designation
  • CICA In Depth Tax Course or similar
  • Expertise in personal, trusts, estates and corporate tax
  • Bilingual French and English is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter