Tax Consultant, Retirement and Estate Planning Services

Manulife

. Provide technical reference material, education, and case-specific consulting support to advisors, Manulife field management, and Regional Tax, Retirement and Estate Planning group members .

Posted 11/9/2026full-timeRemote • CanadaMid-LevelSenior💰 CA$118,300 - CA$168,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax, estate planning, and regulatory matters while effectively communicating complex information to diverse audiences. Proficient in developing educational materials and sales strategies that align with legislative changes and client needs.

Highest-signal resume keywords

Legal Or Accounting DesignationCICA In Depth Tax CourseExpertise In Taxation Of Investment ProductsFinancial Planning (CFP) SkillsProject Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ExpertiseEstate PlanningSales Concept DevelopmentIn-Depth Research And AnalysisTechnical Article DevelopmentPresentation SkillsLegislation ApplicationAccuracy And Attention To Detail

Soft Skills

Strong Oral And Written CommunicationExcellent Organizational SkillsCreative ThinkingInterpersonal SkillsTeam Player

Tools & Technologies

Microsoft OfficeExcelWordPowerPointSpreadsheets

Certifications & Qualifications

CICA In Depth Tax CourseCFP Certification

Industry Keywords

Financial Services IndustryInvestment ProductsRegulatory MattersSales StrategiesEducational Seminars

About the role

Key responsibilities & impact

Provide technical reference material, education, and case-specific consulting support to advisors, Manulife field management, and Regional Tax, Retirement and Estate Planning group members
Provide accurate and timely technical information on tax, estate planning, and regulatory matters
Increase advisors’, wholesalers’, and target audiences’ knowledge of investment products
Identify and develop sales concepts and strategies, including illustrations and presentations
Communicate topical matters and new legislation
Develop and deliver educational and sales seminars
Provide tax expertise and analysis for new product development and initiatives affecting existing clients
Ensure effective tax treatment is considered and negative surprises are avoided
Support internal partners such as marketing with tax and legal expertise
Represent Manulife on influential industry and internal committees
Bring forward Manulife or TREPS interests regarding legislative and company initiatives
Remain current on relevant tax, legal, and regulatory matters

Requirements

What you’ll need

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
Financial planning (CFP) skills are strong assets
Computer software knowledge, including spreadsheets and word processing
Strong oral and written communication and presentation skills
Excellent organizational and prioritization skills
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 sales concepts
Ability to develop technical articles, illustrations, and PowerPoint presentations
Ability to understand and apply complex legislation to sales situations
Ability to provide meaningful direction and product feature application to distribution channels
Strong interpersonal skills and ability to communicate technical information to non-technical audiences
Accuracy and attention to detail
Team player
Previous experience in the Financial Services Industry is preferred
Project management skills are preferred
Familiarity with Microsoft Office, including Excel, Word, and PowerPoint, is preferred
If located in Québec, proficiency in both languages is required to support clients from various provinces outside Québec

Benefits

Comp & perks

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