Tax Consultant, Retirement & Estate Planning Services

Manulife

Tax, Retirement & Estate Planning Consultant at Manulife providing technical reference material and education on tax matters. Support to advisors and management with respect to complex tax and estate planning issues.

Posted 4/23/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSenior💰 CA$118,300 - CA$168,300 per yearWebsite

About the role

Key responsibilities & impact

Providing accurate and timely technical information to investment and wealth management advisors, wholesalers and RTREPS with respect to tax, estate planning and regulatory matters
Increase the knowledge, understanding and comfort of top tier advisors, wholesalers and other target audiences with investment products by identifying and developing sales concepts/strategies
Communicating on topical matters or new legislation and by developing and delivering educational and sales seminars
Providing tax expertise and analysis on new product development initiatives as well as initiatives impacting existing clients
Support other internal partners with tax and legal expertise
Professionally represent Manulife on influential industry or internal committees

Requirements

What you’ll need

Legal or accounting designation plus the CICA in depth tax course or a strong background in tax
Expertise in the taxation of Investment Products and Estate planning and financial planning (CFP) skills are strong assets
Computer software knowledge (spreadsheets and word processing)
Strong oral and written communication and presentation skills
Excellent organizational and prioritization skills and ability to meet tight deadlines
Ability to think creatively to identify sales and product opportunities arising out of legislation
Ability to complete in-depth research and analysis on the feasibility of sales concepts
Ability to understand and apply complex legislation to sales situations
Strong interpersonal skills; must have the ability to interpret and communicate technical information to a non-technical audience
Accuracy and attention to detail
Team player

Benefits

Comp & perks

health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
adoption/surrogacy and wellness benefits
employee/family assistance plans
various retirement savings plans including pension and a global share ownership plan with employer matching contributions
financial education and counseling resources
generous paid time off program including holidays, vacation, personal, and sick days
full range of statutory leaves of absence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax expertiseestate planningfinancial planningin-depth researchsales conceptsproduct developmentregulatory analysisinvestment productsCICA tax coursetaxation

Soft Skills

oral communicationwritten communicationpresentation skillsorganizational skillsprioritization skillscreativityinterpersonal skillsattention to detailteam playerability to meet deadlines

Certifications

legal designationaccounting designationCFP