Regional Tax Estate Planning Avp

Apply tax expertise remotely across Ontario, Alberta, Saskatchewan, or Manitoba as a Regional AVP supporting retirement and estate planning. Consult with advisors on complex client scenarios.Manulife Financial seeks a Regional AVP with accounting or legal credentials and specialized tax knowledge. You will support investment advisors, Guaranteed Wealth Solutions, and Investment Sales teams across distribution channels. The work focuses on practical planning solutions, professional education, and improved advisor and client outcomes.Key Responsibilities:
Deliver case-specific tax, retirement, and estate planning expertiseProvide wealth and investment product tax planning solutionsPresent educational seminars to investment advisorsBuild relationships with professional advisors locallyPrepare proposals, presentations, and customized numerical analysesRequirements:
CPA, LLB, or LLM Tax designationFive to seven years of relevant experienceExpertise in trusts, estates, and corporate taxCompletion of the CICA In Depth Tax CourseStrong analytical, communication, and relationship-building skillsBring practical tax, retirement, and estate planning expertise to Manulife Financial's regional advisor and client work.
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