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

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

Health insurance
Dental insurance
Mental health support
Vision insurance
Short
and long-term disability insurance
Life insuranceand AD&D insurance coverage
Adoption/surrogacy and wellness benefits
Employee/family assistance plans
Retirement savings plans
Generous paid time off program including holidays, vacation, personal, and sick days

Regional AVP, Tax, Retirement and Estate Planning Services

Key skills