[Hiring] Regional AVP Tax, Retirement and Estate Planning Services @Manulife

Role Description

Canadian Division currently has an opening in Western Canada for a Regional AVP Tax, Retirement and Estate Planning. 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.

If you thrive in a consultative environment, enjoy applying tax and estate planning knowledge to real‑world client scenarios, and want to influence advisor performance and client outcomes at a regional level, this is an exciting and impactful opportunity.

Responsibilities:

• Working in conjunction with select investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams in any of our distribution channels to provide case-specific consultative tax, retirement and estate planning expertise to clients and client professional advisors;
• Providing tax planning and financial solutions involving wealth/investment products;
• Providing educational presentations and seminars to top-tier investment advisors regarding tax, retirement and estate planning opportunities utilizing investment products;
• Building local relationships with professional advisors through case-specific interaction and more generally through the provision of education regarding investment product application to complex tax, retirement, estate and business planning strategies;
• Assisting investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams and other Manulife staff in preparing proposals, presentations and customized numerical analysis for affluent/upscale individuals and business clients involving complex estate, tax, retirement and business planning;
• Providing federal and provincial tax information, legal/accounting information and interpretation to assist the development of sales strategies, programs and concepts in order to create new market opportunities and to increase sales results in affluent/upscale and business markets.

Qualifications

• 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 gained through relevant accounting, legal or financial services experience (5 to 7 year minimum)
• Strong tax, retirement and estate planning analytical skills and reasoning
• Ability to apply specialized knowledge to practically implement planning solutions
• Excellent organizational and prioritization skills
• Ability to meet tight deadlines
• Strong interpersonal skills, relationship building and management
• Accuracy and attention to detail
• Creative/innovative thinking applied to individual client contexts
• Ability to interpret and communicate technical information to a non-technical audience
• Team player and positive attitude

Requirements

• Previous experience in the Financial Services or Life Insurance Industry
• Expertise in the taxation of guaranteed wealth solution (e.g., segregated funds) and other investment products
• TEP designation

Special Conditions

• This is a remote role and involves some travel within Western Canada - British Columbia, Alberta and Saskatchewan.

Benefits

• Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
• Wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
• Various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
• Generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and the full range of statutory leaves of absence.

Company Description

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.