Apply on Kit Job: kitjob.ca/job/2fsotj

The Opportunity

Join our dynamic team as Tax and Estate Planner in this newly created role supporting the Dealer and our Insurance division, specific to Quebec. In this role, the incumbent will have the unique opportunity to provide a consultative approach to supporting advisors, insurance consultants, and clients on tax, estate planning and the associated complexities. You will work collaboratively within a supportive environment that values innovation, continuous learning, and proactive improvement. This position is tailor made for those passionate about career development, have a natural curiosity to enhance knowledge on tax and estate matters, and thrive on helping clients achieve their financial goals and priorities.

Position Responsibilities

- Provide consultation on complex tax and estate planning concepts and strategies for HNW clients and complex scenarios.
- Conduct a detailed discovery to understand the client and uncover issues and opportunities for further exploration.
- Develop customized plans for clients, integrating the expertise of financial planning, estate, tax and business planning and identifying cross sales and growth opportunities.
- Present plans and strategies to clients and advisors in a manner that is easily understood and influences implementation.
- Work collaboratively with Centralized Planners, Advisors, and Insurance Consultants to provide specialized advice for HNW clients.
- Act as a subject matter expert on tax and estate planning in support of initiatives, resources, and collateral.
- Explain rules, regulations and concepts to clients and advisors relating to personal, corporate and trust income tax, trusts and estates.
- Collaborate with cross functional teams to integrate wealth planning with other financial services offered by the organization.
- Stay abreast of regulatory changes and market trends to ensure cutting edge service offerings.




- Liaise and maintain relationships with external advisors, industry peers, key partner vendors and other professional service providers.
- Deliver presentations and webinars to advisors, clients, and internal partners.

Required Qualifications
- Chartered Accounting (CA) designation or Legal designation (LLB).
- Bilingual in French and English.
- 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 knowledge in civil law with understanding of common law.
- Ability to apply specialized knowledge to practically implement planning solutions.

Preferred Qualifications
- 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.
- You believe in an integrated wealth management approach for helping clients.
- You have a deep understanding of the financial services advice and wealth management.
- Confidence, maturity and credibility to interact with senior level business leaders and top advisors.
- Professional demeanor, excellent communication and relationship skills.
- Excellent facilitation and presentation skills.
- Ability to multi task,



effectively prioritize, work under tight timelines and manage multiple mandates.

Working Arrangement

混合式

Salary

Salary range is expected to be between $123,100.00 CAD - $173,100.00 CAD.

Location

Montreal, Quebec

Benefits

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job related factors such as knowledge, skills, qualifications, experience, and education/training. Manulife offers eligible employees a 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. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence.

EEO Statement

宏利是平等機會僱主 在宏利 恒康 我們擁抱多元 我們致力於吸引 培養及挽留和所服務客戶同樣多元的員工 並從而營造包容的工作環境 接納文化和個體差異 我們矢志維持公平的招聘 挽留 晉升及薪酬制度 我們管理的所有實踐及項目不會因種族 血統 原籍地 膚色 族裔 國籍 宗教或宗教信仰 信仰 性別 包括懷孕及其相關情況 性取向 遺傳特徵 退伍軍人身份 性別認同 性別表達 年齡 婚姻狀況 家庭狀況 殘疾或受適用法律保護的任何其他因素而區別對待

Apply on Kit Job: kitjob.ca/job/2fsotj

📌 Managing Director, Tax and Estate Planning (Quebec City)
🏢 Manulife Financial
📍 Quebec City