Manulife

Regional AVP - Tax, Retirement and Estate Planning Services

Manulife

full-time

Posted on:

Location Type: Remote

Location: Canada

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Job Level

Lead

About the role

  • Provide case-specific consultative tax, retirement and estate planning expertise
  • Build local relationships with professional advisors through case-specific interaction
  • Assist investment advisors in preparing proposals and presentations
  • Provide educational presentations and seminars to investment advisors
  • Provide federal and provincial tax information for sales strategies

Requirements

  • Strong oral and written communication skills
  • Professional degree/designation (CPA, LLB, LLM (Tax))
  • Completion of the CICA In Depth Tax Course or similar course of study
  • Expertise in personal, trusts, estates and corporate tax (5 to 7 years minimum)
  • Strong tax, retirement and estate planning analytical skills
  • Ability to apply specialized knowledge to implement planning solutions
  • Excellent organizational and prioritization skills
  • Strong interpersonal skills and relationship building
  • Creative/innovative thinking applied to individual client contexts
  • Ability to interpret and communicate technical information to a non-technical audience
Benefits
  • Health insurance
  • Dental insurance
  • Mental health benefits
  • Vision insurance
  • Short- and long-term disability coverage
  • Life and AD&D insurance
  • Flexible working hours
  • Paid time off
  • Retirement savings plans
  • Employee/family assistance plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax expertiseretirement planningestate planninganalytical skillsproposal preparationpresentation skillsfederal tax informationprovincial tax informationtrusts and estates taxcorporate tax
Soft Skills
oral communicationwritten communicationorganizational skillsprioritization skillsinterpersonal skillsrelationship buildingcreative thinkinginnovative thinkingability to interpret technical informationability to communicate with non-technical audience
Certifications
CPALLBLLM (Tax)CICA In Depth Tax Course