Tax And Estate Planning Manager - Hybrid (Saint-Augustin-De-Desmaures)

Overview

Lead innovative tax and estate planning initiatives at Empire Life in a hybrid role tailored for impactful contributions. Use your expertise to shape solutions for Canadians navigating complex financial landscapes. As a Manager in Tax Retirement and Estate Planning Services, you will support Distribution partners with advanced marketing and case consultation, ensuring they excel in product application. You’ll also analyze market trends and craft technical marketing material, contributing significantly to customer retention and business growth.

Key Responsibilities

• Provide professional development support for Distribution partners
• Assess market trends and issues in insurance and investments
• Support internal and external advisors with marketing material
• Prepare and deliver presentations in collaboration with leadership
• Engage in special projects as assigned

Requirements

• 3-5 years in advanced marketing, ideally in financial services
• Robust analytical and communication skills
• Bilingual in English and French is an asset
• University degree with relevant coursework
• Completion of CA, CPA, or similar credentials preferred

Utilize your marketing acumen and tax knowledge to enhance Empire Lifes mission while empowering clients in Canada. J-18808-Ljbffr