Tax, Retirement and Estate Planning Services Consultant

Manulife Financial currently has an opening in the Head Office Tax, Retirement & Estate Planning Services team for a Tax, Retirement & Estate Planning Consultant. If you have a professional accounting or legal designation with in depth tax expertise and are looking for an exciting, non-traditional role, this position could be very rewarding.

The Tax, Retirement & Estate Planning Consultant provides technical reference material and education as well as case-specific consulting support to advisors, Manulife field management (e.g. wholesalers) and Regional Tax, Retirement and Estate Planning group members (RTREPS) with respect to tax, product, concept, legal and accounting issues in complex estate, tax and business planning situations.

This is a fully remote opportunity open to candidates located anywhere across Canada.

Responsibilities:

• Providing accurate and timely technical information to investment and wealth management advisors, wholesalers and RTREPS with respect to tax, estate planning and regulatory matters
• Increase the knowledge, understanding and comfort of top tier advisors, wholesalers and other target audiences with investment products by identifying and developing sales concepts/strategies (including illustrations and presentations to support these concepts/strategies), communicating on topical matters or new legislation and by developing and delivering educational and sales seminars
• Providing tax expertise and analysis on new product development initiatives as well as initiatives impacting existing clients to ensure that the most effective tax treatment has been considered and that no negative surprises result. Support other internal partners (e.g. marketing) with our tax and legal expertise.
• Professionally represent Manulife on influential industry or internal committees with respect to legislative and company initiatives respectively, relating to investment products and ensure that the interests of Manulife or TREPS are brought forward in a timely and influential manner.

Special Conditions: You will be required to remain current on relevant tax, legal and regulatory matters.

Required Qualifications:

• Legal or accounting designation plus the CICA in depth tax course or a strong background in tax
• Expertise in the taxation of Investment Products and Estate planning and financial planning (CFP) skills are strong assets
• Computer software knowledge (spreadsheets and word processing)
• Strong oral and written communication and presentation skills
• Excellent organizational and prioritization skills and ability to meet tight deadlines
• Ability to think creatively to identify sales and product opportunities arising out of legislation
• Ability to complete in-depth research and analysis on the feasibility of sales concepts, to develop easy to read technical articles describing the concepts as well as illustrations and power point presentations to support a sales concept package
• Ability to understand and apply complex legislation to sales situations and to provide meaningful direction and product feature application to the various distribution channels in a way that educates them and serves our investors best
• Strong interpersonal skills; must have the ability to interpret and communicate technical information to a non-technical audience
• Accuracy and attention to detail
• Team player

Preferred Qualifications:

• Previous experience in the Financial Services Industry
• Project management skills
• Familiarity in Microsoft Office (Excel, Word, PowerPoint)

If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

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.

The role being advertised is an existing vacancy.

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 hr@manulife.com.

Referenced Salary Location

Working Arrangement

Salary range is expected to be between

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.

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 hr@manulife.com for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.