Director, Tax, Retirement and Estate Planning Services, Insurance

The TREPS head office role supports both questions from internal departments including, new business, underwriting, titles, legal and Canadian Tax, and Wealth TREPS. The role also supports the field members of the TREPS team, the wholesaling team and advisors directly.  In the head office role, the individual will produce a variety of support materials for field counterparts, wholesalers and advisors to support sales.  The head office role requires for the individual to present as requested at industry conferences, education forums and advisor organizations (some travel may be required).  Thought leadership is key to the role by staying on top of developments in case law and legislative changes and presenting this material in articles and presentations for a variety of audiences.

Key Accountabilities: Distill complex legal issues into presentations, articles and marketing materials for a variety of audiences and knowledge levels

• Build relationships with internal and external partners to answer and support questions from the field
• Present and educate advisors on a variety of legal and tax topics by presenting at industry conferences or for professional organizations (e.g. STEP)  
• Write and produce new articles, for industry publications and resource materials including marketing materials for the field wholesalers and advisors to support sales in the High Net Worth space. Produce scripts and record podcasts on relevant tax and estate planning issues as they relate to life insurance
• Annually review and critical assessment and updating of TREPS materials once a year
• Remain current on all legal issues relevant to estate planning and High Net Worth planning
• Answer questions from a variety of areas within the organization including titles, legal, new business, underwriting and TREPS team queries.
• Participate in continuing education and sharing new items with TREPS team
• Participate in editing chapters in the TREPS team book – The Canadian Taxation of Life Insurance
• Assess risks as it relates to concept illustrations and write disclosure that addresses that risk
• Determine records retention and compliance issues at it relates to the functioning of the TREPS team
• Participate in various head office projects and initiatives. 

Skills

• A law degree with experience in the areas of wills, trusts, family law, corporate law and tax
• Experience from being employed in private practice in the area of wills, estates, family law  and tax (ideally 3 to 5 years of practice in a law firm) is preferred
• Alternatively, coming from another financial institution working in a similar role
• Strong legal, presenting and writing skills
• The ability to work well with a team of highly knowledgeable and skilled professionals
• A willingness to continually stay on top of case law, and legislative updates that impact estate planning in the high-net worth space (HNW)
• Some cross border US knowledge in tax and legal issues as it relates to life insurance and estate planning would be an asset

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 https://www.manulife.com/en/about/our-story.html.

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 strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com 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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.