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

Role Description

Individual Insurance is embarking on a multi-year refreshed strategy with a goal to become the undisputed leader of the insurance market in Canada. This exciting position provides an opportunity to join a highly engaged team that will be key to successfully achieve our goal.

The Regional AVP Tax, Retirement & Estate Planning plays a key role with Individual Insurance’s sales and distribution process by working with both the sales team and life insurance advisors to:

• Develop cases
• Implement sophisticated product structures
• Educate insurance advisors on tax and estate planning opportunities available with life insurance

This position reports to the Head of Tax, Retirement and Estate Planning Services and will be part of a team of seven highly motivated professionals who are highly respected within the organization and industry.

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.

Responsibilities

• Provide case-specific consultative expertise working with select insurance advisors to clients and client professional advisors in conjunction with Manulife Regional Insurance Sales teams
• Implement sophisticated product solutions involving tax and estate planning opportunities
• Provide education to insurance advisors regarding tax and estate planning opportunities utilizing insurance products
• Build local relationships with professional advisors through case-specific interaction and education regarding insurance product application to complex tax, estate, and business planning strategies
• Assist insurance advisors, Manulife Insurance 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, and business planning
• Provide federal and provincial tax information, legal/accounting information and interpretation to assist/facilitate the development of sales strategies, programs, and concepts to create new market opportunities and increase sales results in existing affluent/upscale and business markets
• Be involved in industry organizations such as the Society of Trust and Estate Practitioners
• Help the underwriting team evaluate cases
• Further the Tax, Retirement & Estate Planning team’s Thought Leadership through Industry & Professional Association involvement, technical publications, and other mediums (podcasts/videos)

Qualifications

• Strong tax and estate planning analytical skills and reasoning with expertise in the taxation of private companies and their shareholders, trusts, and estate planning
• Ability to apply specialized knowledge to practically implement planning solutions
• Strong oral and written communication skills
• Strong presentation skills
• Excellent organizational and prioritization skills
• Ability to meet tight deadlines
• Strong interpersonal skills, relationship building, and management
• Creative/innovative thinking applied to individual client contexts
• Ability to interpret and communicate technical information to a non-technical audience
• Accuracy and attention to detail
• Team player and positive attitude
• Bilingual – French and English – can be helpful but not mandatory
• Professional degree/designation (CPA, LLB, LLM (Tax))
• Completion of the CICA In Depth Tax Course or similar course of study
• Expertise in personal, estates, and corporate tax gained through relevant accounting, legal, or financial services experience (7 years minimum)

Preferred Qualifications

• Previous experience in the Life insurance or Financial Services industry
• Expertise in the taxation of Life insurance products
• TEP, CFP, CLU designation

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)
• Financial education and counseling resources
• Generous paid time off program in Canada including holidays, vacation, personal, and sick days
• Full range of statutory leaves of absence

Special Conditions

• Travel will likely be required
• Incumbent will be required to remain current on relevant tax and regulatory matters
• Incumbent will be required to live in either the Toronto Area, Waterloo Area, Vancouver area, Edmonton, or Calgary Area