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.
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.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the…
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