Retirement Tax Planning Executive

4 days ago

Canada Empire Life Full time

Company Overview

Empire Life is a leading insurance company dedicated to providing innovative solutions for individuals, families, and businesses. Our mission is to deliver exceptional value through our products, services, and expertise.

Salary

The successful candidate will be rewarded with a competitive salary and annual pay increases. In addition, they will have the opportunity to participate in an annual bonus program and commission-based sales positions.

Job Description

We are seeking an experienced Director, Tax, Retirement & Estate Planning to join our Retail Product and Marketing team. As a key member of our team, you will be responsible for delivering advanced consulting services to our distribution network. You will lead in the delivery of tangible, measurable outcomes guided by generally defined expectations.

  • Main Responsibilities
  • Ensure that Retail Investments Distribution teams remain current and proficient in product application and technical knowledge.
  • Ensure significant growth in all Retail Insurance and Investments lines of business by providing value-added services to the Sales Division staff, advisors, and distribution channels.
  • Collaborate with Retail Marketing and Product Actuarial in the effective development and delivery of specific solutions to the distribution network, including concept development and support.
  • Research, develop, and deliver stakeholder presentations.
  • Support the development of web content, supporting materials, technical, and case study application articles, and marketing pieces.
  • Research and develop technical, tax, retirement, and estate planning strategy and product application presentations.
  • Monitor, interpret, and communicate the impact of Federal and Provincial tax law on products, marketing, advisors, and marketing materials.
  • Act as media spokesperson for Retail Marketing and Distribution.
  • Participate in strategic and tactical planning at the retail marketing and distribution level.
  • Provide professional development support to the various distribution channels.
  • Act as a member of the Senior Management team; participate in setting corporate strategy and direction.
  • Prepare annual department performance and key performance indicators to plan.

  • Strategic Tax and Retirement Planning Lead

    6 days ago

    Canada Empire Life Full time

    Job OverviewThe Director, Tax, Retirement & Estate Planning role at Empire Life is a senior leadership position that requires expertise in advanced tax, retirement, and estate planning. This individual will lead the delivery of consulting services to our distribution network, driving impactful work and meaningful projects.

  • Director, Tax, Retirement

    3 weeks ago

    canada, canada | ca Empire Life Full time

    Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level. Director, Tax, Retirement & Estate Planning Location: Remote / Hybrid - Anywhere in Canada Empire Life is looking to hire a Tax, Retirement & Estate...

  • Director, Tax, Retirement

    3 weeks ago

    canada | ca Empire Life Full time

    Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.Director, Tax, Retirement & Estate PlanningLocation: Remote / Hybrid - Anywhere in Canada Empire Life is looking to hire a Tax, Retirement & Estate Planning...

  • Director, Tax, Retirement

    3 weeks ago

    Canada Empire Life Full time

    Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level. Director, Tax, Retirement & Estate Planning Location: Remote / Hybrid - Anywhere in Canada Empire Life is looking to hire a Tax, Retirement & Estate...

  • Director, Tax, Retirement

    3 weeks ago

    Canada Empire Life Full time

    Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.Director, Tax, Retirement & Estate PlanningLocation: Remote / Hybrid - Anywhere in CanadaEmpire Life is looking to hire a Tax, Retirement & Estate Planning...

  • Director, Tax, Retirement

    6 days ago

    Canada Empire Life Full time

    Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level. Director, Tax, Retirement & Estate Planning Location: Remote / Hybrid - Anywhere in Canada Empire Life is looking to hire a Tax, Retirement & Estate...

  • Director, Tax, Retirement

    3 weeks ago

    Canada Empire Life Full time

    Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level. Director, Tax, Retirement & Estate Planning Location: Remote / Hybrid - Anywhere in Canada Empire Life is looking to hire a Tax, Retirement & Estate...

  • Director, Tax, Retirement

    3 weeks ago

    Canada Empire Life Full time

    Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level. Director, Tax, Retirement & Estate Planning Location: Remote / Hybrid - Anywhere in Canada Empire Life is looking to hire a Tax, Retirement & Estate...

  • Director, Tax, Retirement

    2 hours ago

    Canada Empire Life Full time

    Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.Director, Tax, Retirement & Estate PlanningLocation: Remote / Hybrid - Anywhere in Canada Empire Life is looking to hire a Tax, Retirement & Estate Planning...

  • Director, Tax, Retirement

    2 weeks ago

    canada, canada | ca Empire Life Full time

    Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level. Director, Tax, Retirement & Estate Planning Location: Remote / Hybrid - Anywhere in Canada Empire Life is looking to hire a Tax, Retirement & Estate...

  • Retirement Tax Expert Senior

    38 minutes ago

    Canada Empire Life Full time

    About the RoleWe are seeking a highly skilled Retirement Tax Expert Senior to join our team at Empire Life. In this role, you will lead in delivering advanced consulting services to our distribution network, ensuring that Retail Investments Distribution teams remain current and proficient in product application and technical knowledge.Main...

  • Tax and Retirement Strategy Director

    5 days ago

    Canada Empire Life Full time

    Job DescriptionThe Tax, Retirement & Estate Planning Director will lead in the delivery of advanced consulting services to the distribution network. You will be guided by generally defined expectations that have tangible, measurable outcomes.You will be responsible for:Ensuring Retail Investments Distribution teams remain current and proficient in product...

  • Director of Canadian Retirement Plans

    7 days ago

    Canada Robertson & Company Ltd. Full time

    We are seeking a highly skilled professional to join our team as a Retirement Benefits Consultant. The ideal candidate will have experience in pension plan management, governance, and regulatory compliance.Key Responsibilities:Provide project management support on special projects, including DB asset-liability studies and plan design reviews.Help manage...

  • Director of Advanced Tax Services

    4 days ago

    Canada Empire Life Full time

    Key Skills and QualificationsTo succeed in this role, you will require:A minimum of 8 years' work experience in a senior role with people leadership in sales and marketing.Experience in the insurance/financial services industry in advanced tax retirement and estate planning.Experience with insurance-based products across all product categories (life, health,...

  • Tax Director for Advanced Consulting Services

    4 days ago

    Canada Empire Life Full time

    Job OverviewThe Director, Tax, Retirement & Estate Planning Services is responsible for leading the delivery of advanced consulting services to the distribution network.

  • Financial Planner, Investment Retirement Planning

    4 weeks ago

    Canada Synchronized Agency Inc. Full time

    As a Financial Advisor, you’ll play a key role in helping clients achieve their financial goals while building your own successful career. Develop customized financial plans tailored to clients’ needs, goals, and risk tolerance. Provide expert advice on investments, retirement planning, insurance, and wealth management. Educate clients on...

  • Tax Resolution Specialist V

    13 hours ago

    Canada Dayforce Full time

    Dayforce is a global human capital management (HCM) company headquartered in Toronto, Ontario, and Minneapolis, Minnesota, with operations across North America, Europe, Middle East, Africa (EMEA), and the Asia Pacific Japan (APJ) region. Our award-winning Cloud HCM platform offers a unified solution database and continuous calculation engine, driving...

  • Senior Manager, Product Application and Technical Knowledge

    5 days ago

    Canada Empire Life Full time

    Required Skills and Qualifications8+ years of experience in a senior role with people leadership in sales and marketing.Experience in the insurance/financial services industry in advanced tax, retirement, and estate planning.In-depth knowledge of tax, retirement, and estate planning.Clear writing, listening, and verbal communication skills.Languages: English...

  • Retirement Benefits Consultant

    7 days ago

    Canada Robertson & Company Ltd. Full time

    In this critical role, you will be responsible for providing strategic support on complex projects, such as DB asset-liability studies and plan design reviews. You will also assist in managing vendor relationships and ensuring compliance with regulatory requirements.Key Skills:Proven analytical and problem-solving skills.Excellent communication and...

  • Advanced Consulting Professional

    5 days ago

    Canada Empire Life Full time

    Required Skills and QualificationsWe are seeking an experienced professional with:8+ years work experience in a senior role with people leadership in sales and marketingExperience in the insurance/financial services industry in advanced tax retirement and estate planningKnowledge of word processing, spreadsheet, email, internet, database, and presentation...