Manager, Tax Retirement and Estate Planning Services (Hamilton)

Manager, Tax Retirement and Estate Planning Services Location: Hybrid – Anywhere in Canada Total Target Compensation (TTC) range: $117,600 – $166,880. TTC includes base salary plus target bonus. The base salary will be determined based on skills, experience and internal equity. What you’ll be working on

Professional development support for Distribution partners and ensuring account executives and inside sales support remain current and proficient in product application and technical knowledge. Provide department and divisional management with assessments of developing trends and noteworthy issues in the insurance and investment market, including product applications, product design, pricing, and target‑market initiatives. Complete other projects and initiatives as assigned from time to time. Support Distribution partners (internal staff and external advisors) with technical and advanced marketing support and case‑consultation support, both verbal and written, to attract and retain life, health and investment business. Help build and support the Company brand, presence and marketing initiatives via formal presentations and workshops, coordinated with Distribution. Prepare, refine and deliver presentations and technical written material in consort with the Director, Tax, Retirement & Estate Planning. What we’re looking for you to have

3‑5 years advanced marketing experience with a focus on tax and estate planning in the financial services sector. Experience in research and analysis. Demonstrated ability to learn technical applications. Bilingual English & French is an asset. Completion of a university degree with courses in business, analysis, marketing. Professional credentials such as CA, CPA, CGA, LLB/JD, CFP, CLU/AVA, CHFC, TEP or a combination thereof. Well‑developed written and verbal communication skills and presentation skills (in‑person or online). Well‑developed organizational and analytical skills. Ability to conduct research, investigate and analyze. Ability to work independently and as a team member. Computer literacy. Problem‑solving, relationship‑building, creativity and innovation. Ability to prioritize and balance multiple tasks or projects. Language proficiency in English for communicating with customers, advisors or employees across Canada is required. Beyond the salary – Benefits

Hybrid work model. Competitive salaries with annual pay increases. Annual bonus program for non‑sales positions. Access to learning & development programs and education/tuition reimbursement (role dependent). Competitive uncapped commission for sales positions. Employer‑funded benefits package from day one, including life insurance, health and dental, and a generous health account. Adaptable work arrangements and an annual allotment of personal health days. Four weeks annual vacation from hire date. A defined contribution pension plan with generous employer matching. Top‑up programs for parental leave and compassionate leave. Employer‑sponsored wellness and recognition programs. Cash employee referral program. Empire Life is proud to be an equal‑opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age. Empire Life is dedicated to building an inclusive and barrier‑free workplace. We welcome applications from people with disabilities and are committed to providing accommodations at any stage of the recruitment process. If you require a specific adjustment to help you present your best self, please let us know – we are happy to work with you. If you need this job posting in an alternative format or have any accessibility questions, please contact us.

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