Regional Avp Tax, Retirement

2 weeks ago


Quebec City, Canada Manulife Full time

**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you. _**

**Working Arrangement**

At Home

Retail Markets currently has an opening in Quebec 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.

**The responsibilities of this role include**:

- Working in conjunction with select investment advisors and Manulife 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 using investment products;
- Assisting investment advisors and Manulife 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

Manulife Financial's Retail Markets organization 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.**Qualifications**:

- Bilingual (French and English);
- Strong oral and written communication skills;
- Chartered Accounting (CA) designation, or Legal designation (LLB);
- 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;
- Excellent organizational and prioritization skills;
- Ability to meet tight deadlines;
- Strong interpersonal skills, relationship building and management;
- Creative/innovative thinking applied to individual client contexts;
- Ability to interpret and communicate technical information to a non-technical audience;
- Accuracy and attention to detail;
- Team player.

**What motivates you?**
- Obsessing about customers, listening, engaging and act for their benefit.
- Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.

**Our commitment to you**
- Values-first culture
- We lead with our Values every day and bring them to life together.
- Boundless opportunity
- We create opportunities to learn and grow at every stage of your career
- Continuous innovation
- We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion
- We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship
- We build a business that benefits all stakeholders and has a positive social and environmental impact.

**_Special conditions: This role involves some travel within Quebec. _**

**About John Hancock and Manulife**

**Manulife is an Equal Opportunity Employer**

**Salary & Benefits**

**Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short


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