Tax & Estate Planning Manager

2 weeks ago


Kingston, Canada THE EMPIRE LIFE INS. CO Full time

Tax & Estate Planning Manager

**Why you’ll love this role**:
Empire Life is looking for a Tax & Estate Manager, who is a self starter, motivated and analytical thinker to play an integral role within our team As the Tax & Estate Planning Manager, you will be part of the senior management team accountable for developing and providing advanced sales and marketing support for the various distribution channels of the Company. You will provide a broad amount of advanced technical information to staff, advisors and CHO regarding tax & estate planning issues, including advanced case consultation support.

**What you’ll be working on**:
- Supports Distribution partners (internal staff and external advisors) with technical and advanced marketing support and case consultation support, both verbal and written aimed at attracting and retaining life, health and investment business- Help build and support the Company brand, presence and marketing initiatives via formal presentations and workshops, coordinated with Distribution.- Prepare, refine and deliver presentations and technical written material in consort with the Director, Tax, Retirement & Estate Planning- Other projects and initiatives as assigned from time to time

**What you’ll need to have**:
- 8-10 years advanced marketing experience with a focus on tax and estate planning in the financial services or insurance sector- Experience in investigation, research and analysis- Completion of a university degree with courses in business, economics, analysis, marketing- Excellent written and verbal communication skills and presentation skills- Well-developed organizational and analytical skills- Ability to work independently and as a team member-
- Strong problem solving and relationship building skills- Ability to think creativity, be innovation, and prioritize and balance multiple tasks or projects

**It would be nice for you to have**:
- CA, CPA or LLB, JD, or with combination of CFP,CLU/AVA,CHFC, EPC, TEP- Bilingual (English, French)

**Beyond the salary**:
For regular full-time positions, Empire Life offers a competitive salary and comprehensive benefits package including:
- Benefits plan- Pension plan- Social club- Learning & development- Current career opportunities- Career choices

**Get to know us**:
We’re one of the top 10 life insurance companies in Canada and offer an environment that encourages the pursuit of personal and professional success. At the heart of that success is our focus on customers; we provide protection and financial security for Canadians—with a personal touch.

We acknowledge and reward talent, and support our employees in achieving and exceeding individual and organizational goals. Our goal is to make Empire Life a great place to work, learn and grow, where people can be their true selves, feel they belong and have equal opportunity for growth in their careers. We’re also committed to supporting an inclusive workplace that values diversity.

If you’re looking for an exciting opportunity and the chance to build a career in an innovative and dynamic organization, submit your resume by clicking on Apply.



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