Manager, Tax Retirement and Estate Planning Services (Markham)

Manager, Tax Retirement and Estate Planning Services

Location: Hybrid - Anywhere in Canada

The total target compensation (TTC) range, including salary and target bonus, is $117,600 - $166,880. This TTC range is applicable to permanent roles only; fixed‑term contract and casual roles are not eligible for annual bonus and would receive only the base salary component. The actual base salary offered within this range will be determined by the successful candidate’s skills and experience, as well as internal equity.

Why pursue this opportunity

• Our mission - Provide expertise and intelligent solutions to help Canadians navigate life with confidence.
• Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.
• The opportunity - collaborate with cross‑functional teams and work on a variety of projects that will keep you engaged and continuously learning.
• Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution to our customers.

What you’ll be working on

• Responsibilities include career development support for Distribution partners and ensuring account executives and inside sales support remain current and proficient in product application and technical knowledge.
• Provides 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.
• Completes other projects and initiatives as assigned from time to time.
• Supports Distribution partners (internal staff and external advisors) with technical and advanced marketing support and case consultation support, both verbal and written aimed at attracting and retaining life, health and investment business.
• Helps to 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

• 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.
• CA, CPA, CGA or LLB, JD, or with combination of CFP, CLU/AVA, CHFC, TEP definite assets.
• Well‑developed written and verbal communication skills and presentation skills in person or online.
• Well‑developed organizational skills.
• Well‑developed analytical skills.
• Ability to conduct research, investigate and analyze.
• Ability to work independently and as a team member.
• Computer literacy.
• Problem solving.
• Relationship building skills.
• Creativity.
• Innovation.Ability to prioritize and balance multiple tasks or projects.
• Language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Beyond the salary

• Hybrid work model.
• Competitive salaries with annual pay increases.
• Annual bonus program, which recognizes both strong company performance and individual contributions, for non‑sales positions.
• Access to learning & development programs, and education/tuition reimbursement (role dependent), to support your professional growth and career advancement.
• Competitive uncapped commission, for sales positions.
• A comprehensive employer‑funded benefits package starting from day one of employment, that includes life insurance, health and dental and a generous health account.
• Versatile 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.
• A cash employee referral program.

Equal Opportunity Statement

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. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. 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.