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

Manulife

Toronto Area, Canada
**
Case-specific consultative expertise
Sophisticated product solutions
Education to insurance advisors
** Manulife is seeking a Regional AVP Tax, Retirement & Estate Planning for its Individual Insurance division, which is focused on leading the insurance market in Canada. This remote position requires a strong background in tax and estate planning, with responsibilities including case-specific consulting, education for insurance advisors, and relationship building with professional advisors. **

Job Summary

  • This position provides an opportunity to join a highly engaged team that will be key to successfully achieve our goal.
  • The Regional AVP Tax, Retirement & Estate Planning plays a key role with Individual Insurance’s sales and distribution process by working with both the sales team and life insurance advisors.
  • If you have a professional accounting or legal designation with tax expertise and are looking for an exciting, non-traditional role, this position could be very rewarding.

Matching Summary

Match Score: 75

** Manulife is seeking a Regional AVP Tax, Retirement & Estate Planning for its Individual Insurance division, which is focused on leading the insurance market in Canada. This remote position requires a strong background in tax and estate planning, with responsibilities including case-specific consulting, education for insurance advisors, and relationship building with professional advisors. **

Skills & Requirements

Must-have

  • case-specific consultative expertise
  • sophisticated product solutions
  • education to insurance advisors
  • build local relationships
  • prepare proposals and presentations
  • federal and provincial tax information

Nice-to-have

  • industry organizations involvement
  • assist underwriting team
  • thought leadership development

Key Requirements

  • 7 years minimum experience
  • Professional accounting or legal designation
  • CICA In Depth Tax Course or similar
  • Tax and estate planning analytical skills
  • Expertise in personal, estates and corporate tax

Work Rights

Not specified

Tailored Resume

Cover Letter