Canadian Division currently has an opening in Ontario, Alberta, Saskatchewan or Manitoba 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.

Manulife Financial is a leading provider of insurance and investment products to Canadian families, individuals and businesses. We are recognized in the marketplace for our innovative products, excellent service and skilled, expert advice.

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 on 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

Required 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

Preferred Qualifications:

- 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.

When you join our team:

- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

マニュライフとジョン・ハンコックについて





マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/lをご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、[email protected]までご連絡をお願いします。

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information coll

📌 Regional AVP Tax, Retirement and Estate Planning Services (Canada)
🏢 Manulife
📍 Canada