Director, Tax, Retirement & Estate Planning

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 Planning Director to join our Retail Product and Marketing team! The Director, Tax Retirement & Estate Planning Services leads in the delivery of advanced consulting services to the distribution network. You will be guided by generally defined expectations that have tangible, measurable outcomes.

Why pursue this opportunity

1. Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.

2. Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

3. The opportunity - collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.

4. Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution to our customers.

5. Diversity, equity, and inclusion - we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.

What you’ll be working on

• 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. This includes regular advanced and complex cases and technical consultation.

• Collaborate with Retail  Marketing and Product Actuarial in the effective development and delivery of specific solutions to 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

What we’re looking for you to have

•  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 and wealth) and related sales strategies

• Knowledge of word processing, spreadsheet, email, internet, database, and presentation computer software

• In-depth knowledge of tax, retirement and estate planning

• Ability to conduct research, investigate and analyze

• Ability to plan strategically

• Well-developed decision-making and problem resolution skills

• Well-developed mathematical skills

• Ability to lead/guide others

• Clear writing, listening and verbal communication skills

• excellent communication and presentation skills

• Flexibility and ability to travel within Canada. Working outside of regular business hours may be required

• CLU, CHFC, CFP, CPA or equivalent

• Completion of a university degree with courses in business administration

• If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Beyond the salary

For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:

• Competitive salaries with annual pay increases

• Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions

• Competitive uncapped commission, for sales positions

• A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account

• Flexible work arrangements and an annual allotment of personal health days.

• Four weeks annual vacation from hire date

• A defined contribution pension plan with generous employer matching

• Top up programs for parental leave and compassionate leave

• Employer-sponsored wellness and recognition programs

• A cash employee referral program

To learn more about working at Empire Life, visit https://www.empire.ca/workatempire.

Get to know us

Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age. 

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact recruitment@empire.ca .