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Manulife

Regional AVP, Tax, Retirement and Estate Planning Services

Manulife

. Work with select investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams to provide case-specific consultative tax, retirement and estate planning expertise .

Posted 11/5/2026full-timeRemote • CanadaLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax, retirement, and estate planning, with a strong ability to communicate complex information effectively to diverse audiences. Proven experience in building relationships with investment advisors and delivering tailored financial solutions for affluent clients.

Highest-signal resume keywords
CPALLBLLM (Tax)CICA In Depth Tax CourseTEP Designation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Tax PlanningEstate PlanningRetirement PlanningAnalytical SkillsNumerical AnalysisWealth ManagementCorporate Tax ExpertisePersonal Trusts ExpertiseInvestment Products KnowledgeLegal/Accounting Interpretation
Soft Skills
Strong Communication SkillsInterpersonal SkillsOrganizational SkillsCreative ThinkingTeam Player
Certifications & Qualifications
CPALLBLLM (Tax)TEP Designation
Industry Keywords
Financial ServicesLife Insurance IndustryGuaranteed Wealth SolutionsSegregated FundsInvestment SalesConsultative ExpertiseClient Relationship ManagementSales StrategiesMarket OpportunitiesAffluent Individuals

About the role

Key responsibilities & impact
  • Work with select investment advisors and Manulife Guaranteed Wealth Solutions and Investment Sales teams to provide case-specific consultative tax, retirement and estate planning expertise
  • Provide tax planning and financial solutions involving wealth/investment products
  • Deliver educational presentations and seminars to top-tier investment advisors on tax, retirement and estate planning opportunities
  • Build local relationships with professional advisors through case-specific interaction and education
  • Assist advisors, sales teams, and Manulife staff with proposals, presentations, and customized numerical analysis for affluent individuals and business clients
  • Provide federal and provincial tax information, legal/accounting information, and interpretation to support sales strategies, programs, concepts, market opportunities, and sales results

Requirements

What you’ll need
  • Strong oral and written communication skills
  • Professional degree/designation (CPA, LLB, LLM (Tax))
  • 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
  • Accuracy and attention to detail
  • Creative/innovative thinking applied to individual client contexts
  • Ability to interpret and communicate technical information to a non-technical audience
  • Team player and positive attitude
  • Previous experience in the Financial Services or Life Insurance Industry
  • Expertise in the taxation of guaranteed wealth solution (e.g., segregated funds) and other investment products
  • TEP designation

Benefits

Comp & perks
  • Incentive programs and incentive compensation tied to business and individual performance
  • Health insurance
  • Dental insurance
  • Mental health benefits
  • Vision insurance
  • Short- and long-term disability insurance coverage
  • Life and AD&D insurance coverage
  • Adoption/surrogacy benefits
  • Wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans, including pension
  • Global share ownership plan with employer matching contributions
  • Financial education and counseling resources
  • Paid holidays, vacation, personal, and sick days in Canada
  • Statutory leaves of absence
  • Flexible environment
  • Learning and career growth support
  • Well-being and inclusion support