Managing Director, Tax And Estate Planning

Manulife

Montreal, Quebec, Canada
Base: $123,100.00 cad - $173,100.00 cad; bonus/equ...
On-site
Consultative approach to advisors and clients
Expertise in tax and estate planning
Support for quebec-based clients
Provide a consultative approach to supporting advisors, insurance consultants, and clients on tax, estate planning and the associated complexities

Job Summary

  • Provide a consultative approach to supporting advisors, insurance consultants, and clients on tax, estate planning and the associated complexities.
  • Develop customized plans for clients, integrating the expertise of financial planning, estate, tax and business planning and identifying cross-sales and growth opportunities.
  • Stay abreast of regulatory changes and market trends to ensure cutting-edge service offerings.

Matching Summary

Provide a consultative approach to supporting advisors, insurance consultants, and clients on tax, estate planning and the associated complexities.

Salary

Base: $123,100.00 CAD - $173,100.00 CAD; Bonus/Equity: Incentive programs tied to performance; Benefits: Health, dental, mental health, vision, disability, life insurance, retirement plans, paid time off

Skills & Requirements

Must-have

  • Consultative approach to advisors and clients
  • Expertise in tax and estate planning
  • Support for Quebec-based clients
  • Develop customized client plans
  • Present plans and strategies effectively

Nice-to-have

  • Integrated wealth management approach
  • Deep understanding of financial services
  • Confidence and credibility with leaders
  • Professional demeanor and communication

Key Requirements

  • Chartered Accounting (CA) or Legal designation (LLB)
  • Bilingual in French and English
  • Completion of CICA In Depth Tax Course or similar
  • 5 to 7 years of tax and estate planning experience
  • Strong knowledge in civil law with understanding of common law

Work Rights

Not specified

Tailored Resume

Cover Letter