Wealth & Tax Planning Consultant

1 month ago

Toronto, Canada Canada Life Assurance Company Full time

**Job Description**:
We are looking for a
**_Wealth and Tax Planning Consultant_**

Reporting to the Regional Sales Director, you will be responsible for expert resource for insight into income tax and estate planning for business owners, professionals and high-net-worth clients. You will be working primarily with Canada Life insurance wholesalers and aligned advisors to drive sales results of life insurance and living benefits insurance products.

**What you will do**
- Provide balanced risk recommendations through case analysis, consultation and joint field work with advisors, their clients and the client’s professional counsellors
- Use your skills and tax and estate planning knowledge to train and transfer knowledge, present and explain to a variety of audiences representing varying knowledge levels
- Contribute to the development of advisors and field partners in life insurance and living benefits products and sales strategies
- Seen as an industry expert through the participation in both company and industry events
- Build and maintain strong, collaborative relationships within the regional team, advisors, and clients
- Maintain awareness of tax and estate planning developments and trends affecting the insurance industry
- Acquire solid knowledge of all key insurance products and related planning strategies
- Contribute to and consider new approaches to doing business with advisors and clients
- Occasional travel will be required throughout the region

**What you will bring**
- Possess solid knowledge of tax and estate planning issues affecting business owners and high worth individuals
- Three to five years income tax experience (including owner manager and estate planning)
- Completion of the Canadian Institute of Chartered Accountants In-Depth Income Tax course
- Chartered professional accountant or lawyer

**Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

***

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
- Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations._
- We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee _
- has the opportunity to_
- reach their potential._
._

**_
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted_**.

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