Job Description

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid



About the Role:

Individual Insurance is embarking in a multi-year refreshed strategy with a goal to become the undisputed leader of the insurance market in Canada. This exciting position provides an opportunity to join a highly engaged team that will be key to optimally achieve our goal.

The Regional AVP Tax, Retirement & Estate Planning plays a key role with Individual Insurance\xe2\x80\x99s sales and distribution process by working with both the sales team and life insurance advisors to develop cases, implement sophisticated product structures and educate insurance advisors on the tax and estate planning opportunities available with life insurance.

This position reports to the Head of Tax, Retirement and Estate Planning Services. The Regional AVP Tax, Retirement & Estate Planning will be part of a team of seven highly motivated professionals who are highly respected within the organization and industry.

If you have a professional accounting or legal designation with tax expertise and are looking for an exciting, non-traditional role, this position could be very exciting.

Responsibilities:

• Provide case-specific consultative expertise working with select insurance advisors to clients and client professional advisors working in conjunction with Manulife Regional Insurance Sales teams
• Implement sophisticated product solutions involving tax and estate planning opportunities
• Provide education to insurance advisors regarding tax and estate planning opportunities utilizing insurance products
• Build local relationships with professional advisors through case-specific interaction and more generally through the provision of education regarding insurance product application to sophisticated tax, estate and business planning strategies
• Assist insurance advisors, Manulife Insurance Sales teams and other Manulife staff in preparing proposals, presentations and customized numerical analysis for affluent/upscale individuals and business clients involving complex estate, tax and business planning
• Provide federal and provincial tax information, legal/accounting information and interpretation to assist/facilitate the development of sales strategies, programs and concepts in order to build new market opportunities and to increase sales results in existing affluent/upscale and business markets
• Further the Tax, Retirement & Estate Planning team\xe2\x80\x99s Thought Leadership through Industry & Professional Association involvement, technical publications and other medium (podcasts/videos)
• Some local and regional travel is required.
• Will be required to remain current on relevant tax and regulatory matters.
• The incumbent will be required to live in the Greater Toronto Area.

Proficiencies:

Crucial:

• Strong tax and estate planning analytical skills and reasoning with expertise in the taxation of private companies and their shareholders, trusts and estate planning
• Ability to apply niche knowledge to practically implement planning solutions
• Strong oral and written communication skills
• Strong presentation skills
• Excellent organizational and prioritization skills
• Ability to meet tight deadlines
• Strong interpersonal and relationship building and management
• Creative thinking applied to individual client contexts
• Ability to interpret and communicate technical information to a non-technical audience
• Accuracy and attention to detail
• Teammate and positive demeanor

Education/Experience:

Must Have:

• Professional degree/designation (CPA, LLB, LLM (Tax))
• Completion of the CICA In Depth Tax Course or similar course of study
• Expertise in personal, estates and corporate tax gained through relevant accounting, legal or financial services experience (5-7 years minimum)

Nice to Have:

• Previous experience in the Life insurance or Financial Services industry
• Expertise in the taxation of Life insurance products
• TEP, CFP, CLU designation

What we offer you

A competitive salary and benefits packages.

A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.

A focus on growing your career path with us.

Flexible work policies and strong work-life balance.

Professional development and leadership opportunities.

Our commitment to you

Values-first culture

We lead with our Values every day and bring them to life together.

Boundless opportunity

We build opportunities to learn and grow at every stage of your career.

Continuous innovation

We invite you to help redefine the future of financial services.

Delivering the promise of Diversity, Equity and Inclusion

We foster an inclusive environment where everyone thrives.

Championing Corporate Citizenship

We build a business that benefits all partners and has a positive social and environmental impact.

Every career at Manulife/John Hancock provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere? What are you waiting for? Apply today.

About John Hancock and Manulife

John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.1 trillion) as of June 30, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at .

One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including , , , , and . Additional information about John Hancock may be found at .

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 .

Salary & Benefits

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. Please contact for additional information.

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 for more information about U.S.-specific paid time off provisions.

Manulife