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

Manulife Financial Inc

Toronto Area, Canada
**
Tax and estate planning expertise
Consultative expertise
Product implementation
** Manulife Financial Inc. is seeking a Regional AVP Tax, Retirement & Estate Planning for its Mass Markets Region, responsible for enhancing the sales and distribution process through tax and estate planning expertise. The ideal candidate should possess a professional accounting or legal designation along with significant experience in tax and estate planning, particularly in relation to life insurance products. **

Job Summary

  • This position plays a key role in Individual Insurance’s sales and distribution process by working with sales teams and life insurance advisors.
  • Responsibilities include providing case-specific consultative expertise, implementing sophisticated product solutions, and educating advisors on tax and estate planning opportunities.
  • The role requires a professional accounting or legal designation with tax expertise and at least 7 years of experience in personal, estates, and corporate tax.

Matching Summary

Match Score: 75

** Manulife Financial Inc. is seeking a Regional AVP Tax, Retirement & Estate Planning for its Mass Markets Region, responsible for enhancing the sales and distribution process through tax and estate planning expertise. The ideal candidate should possess a professional accounting or legal designation along with significant experience in tax and estate planning, particularly in relation to life insurance products. **

Skills & Requirements

Must-have

  • tax and estate planning expertise
  • consultative expertise
  • product implementation
  • advisor education
  • relationship building

Nice-to-have

  • industry thought leadership
  • creative and innovative thinking
  • bilingual French and English

Key Requirements

  • Professional accounting or legal designation (CPA, LLB, LLM (Tax))
  • Completion of CICA In Depth Tax Course or similar
  • 7 years minimum expertise in personal, estates, and corporate tax
  • Strong tax and estate planning analytical skills

Work Rights

Not specified

Tailored Resume

Cover Letter