Lead tax retirement and estate planning services with Empire Life in a hybrid role across Canada. Utilize your expertise in financial services to positively impact clients’ lives.

As the Manager of Tax Retirement and Estate Planning Services, you will support Distribution partners and enhance their product knowledge. You'll analyze market trends and assist in developing impactful marketing strategies. Your work ensures that clients receive top-notch service and technical consultation for their financial needs.

Key Responsibilities:



• Provide professional development support for Distribution partners • Assess market trends and significant industry issues • Lead technical marketing consultations to attract clients • Develop and deliver presentations to enhance brand visibility • Execute special projects and initiatives as assigned

Requirements: • 3-5 years of advanced marketing experience in financial services • University degree with marketing or business focus • Strong analytical and research skills • Bilingual proficiency in English and French is a plus • Relevant skilled certifications and licenses are assets

Drive impactful estate planning initiatives with a focus on customer satisfaction at Empire Life, where your expertise shapes financial futures.

📌 Tax and Estate Planning Manager at Empire Life (Oka)
🏢 Bilinguallink
📍 Oka