Tax and Estate Planner

Join our dynamic team as Tax and Estate Planner in this newly created role supporting the Dealer and our Insurance division. In this role, the incumbent will have the unique opportunity to provide a consultative approach to supporting advisors, insurance consultants, and clients on tax, estate planning and the associated complexities. You will work collaboratively within a supportive environment that values innovation, continuous learning, and proactive improvement. This position is tailor-made for those passionate about professional development, have a natural curiosity to enhance knowledge on tax and estate matters, and thrive on helping clients achieve their financial goals and priorities. Position Responsibilities: Provide consultation on complex tax and estate planning concepts and strategies for HNW clients and complex scenarios. Conduct a detailed discovery to understand the client and uncover issues and opportunities for further exploration. Develop customized plans for clients, integrating the expertise of financial planning, estate, tax and business planning and identifying cross-sales and growth opportunities Present plans and strategies to clients and advisors in a manner that is easily understood and influences implementation. Work collaboratively with Centralized Planners, Advisors, and Insurance Consultants to provide specialized advice for HNW clients. Act a subject matter expert on tax and estate planning in support of initiatives, resources, and collateral. Explain rules, regulations and concepts to clients and advisors relating to personal, corporate and trust income tax, trusts and estates. Collaborate with cross-functional teams to integrate wealth planning with other financial services offered by the organization. Stay abreast of regulatory changes and market trends to ensure cutting-edge service offerings. Liaise and maintain relationships with external advisors, industry peers, key partner vendors and other professional service providers. Deliver presentations and webinars to advisors, clients, and internal partners. Required Qualifications: Bilingual French and English Knowledge in both common and civil law 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. 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. 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. Preferred Qualifications: You believe in an integrated wealth management approach for helping clients. You have a deep understanding of the financial services advice and wealth management. Confidence, maturity and credibility to interact with senior-level business leaders and top advisors. Professional demeanor, excellent communication and relationship skills. Excellent facilitation and presentation skills. Ability to multi-task, effectively prioritize, work under tight timelines and manage multiple mandates. When you join our team: We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see. マニュライフとジョン・ハンコックについて マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 マニュライフは機会均等を是とする雇用主です マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。 雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには, までご連絡をお願いします。 Referenced Salary Location Toronto, Ontario Working Arrangement ハイブリッド勤務 Salary range is expected to be between $125,100.00 CAD - $175,100.00 CAD If you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions. #J-18808-Ljbffr