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. 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 professional, expert advice. If you thrive in a consultative environment, enjoy applying tax and estate planning knowledge to realworld 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 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 within Western Canada - British Columbia, Alberta and Saskatchewan. When you join our team: Well empower you to learn and grow the career you want. Well recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, well support you in shaping the future you want to see. Le poste annonc correspond une vacance existante. propos de Manuvie et de John Hancock La Socit Financire Manuvie est un chef de file mondial des services financiers qui aide les gens prendre leurs dcisions plus facilement et vivre mieux. Pour en apprendre plus notre sujet, rendez vous ladresse Manuvie est un employeur qui souscrit au principe de lgalit daccs lemploi Chez Manulife/John Hancock nous valorisons notre diversit. Nous nous efforons dattirer, de perfectionner et de maintenir une main d''oeuvre qui est aussi diversifie que nos clients, et de favoriser la cration dun milieu de travail inclusif qui met profit la diversit de nos employs et les comptences de chacun. Nous nous engageons assurer un recrutement, une fidlisation, une promotion et une rmunration quitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de lascendance, du lieu dorigine, de la couleur, de lorigine ethnique, de la citoyennet, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection lie une grossesse), de lorientation sexuelle, des caractristiques gntiques, du statut dancien combattant, de lidentit de genre, de lexpression de genre, de lge, de ltat matrimonial, de la situation de famille, dune invalidit ou de tout autre motif protg par la loi applicable. Nous nous sommes donn comme priorit dliminer les obstacles laccs galitaire lemploi. Cest pourquoi un reprsentant des Ressources humaines collaborera avec les candidats qui demandent accommodement raisonnable pendant le recrutement. Tous les renseignements communiqus pendant le processus de demande d''accommodement seront stocks et utiliss conformment aux lois et aux politiques applicables de Manuvie. Pour demander une mesure daccommodement raisonnable dans le cadre du recrutement, crivez . Modalits de travail distance Salaire et avantages sociaux Le salaire varie en fonction des conditions du march local, de la gographie et de facteurs pertinents lis au poste telles les connaissances, les comptences, les qualifications, lexprience et lducation ou la formation. Les employs ont galement la possibilit de participer des programmes de motivation et de toucher une rmunration incitative lie au rendement de lentreprise et au rendement individuel. Veuillez crire pour obtenir plus de renseignements. Manuvie offre aux employs admissibles une vaste gamme davantages sociaux personnalisables, notamment une assurance soins mdicaux, soins dentaires, sant mentale, soins de la vue, invalidit de courte et de longue dure, assurance vie et assurance DMA, assurance adoption, de maternit de substitution et de soins mdicaux non urgents ainsi que des programmes daide aux employs et leur famille. Nous proposons galement aux employs admissibles diffrents rgimes dpargne-retraite (y compris des rgimes de rente et un programme international dactionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matire dducation et de conseils financiers. Notre gnreux programme de congs rmunrs au Canada comprend les jours fris, les congs annuels, les congs personnels et les congs de maladie, et nous offrons toute la gamme des congs autoriss prvus par la loi. Si vous posez votre candidature ce poste aux tats-Unis, veuillez crire pour obtenir de plus amples renseignements sur les dispositions relatives aux congs rmunrs spcifiques aux tats-Unis. Nous utilisons des technologies de donnes et danalytique, telles que lintelligence artificielle (IA), ainsi que des outils de traitement automatis pour analyser et traiter les renseignements que vous nous fournissez ou que des tiers nous transmettent dans le cadre du processus de demande. Pour en savoir plus, veuillez consulter notre nonc sur la collecte de renseignements personnels .
Job Title
Regional AVP Tax, Retirement and Estate Planning Services