Tax Estate Planning Manager - Hybrid
Empire Life
Lead tax-related initiatives with Empire Life as a Manager in Tax Retirement and Estate Planning Services. This hybrid role focuses on advanced marketing and professional development for distribution partners. Empire Life is seeking a professional with 3-5 years of advanced marketing experience in financial services. You will provide key assessments of market trends, support internal and external advisors, and enhance the company brand through impactful presentations. Your role is integral in retaining business and developing key product knowledge among team members. Key Responsibilities:
• Support Distribution partners with technical marketing consultation
• Conduct assessments on product trends and market initiatives
• Prepare and deliver technical presentations and written materials
• Collaborate on projects and initiatives as they arise
• Build the brand through workshops and formal training sessions Requirements:
• 3-5 years marketing experience in tax and estate planning
• Research and analytical skills expertise
• Bilingual proficiency in English and French is an asset
• University degree in Business, Finance, or related field
• Professional designations: CA, CPA, CFP, or similar preferred Leverage your expertise in tax and estate planning to drive growth and support at Empire Life.
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Vacancy posted more than 2 months ago
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