Tax And Estate Planning Manager - Hybrid (Winnipeg)

Transform the financial landscape with Empire Life as a Manager in Tax, Retirement, and Estate Planning Services within a hybrid mode anywhere in Canada. Leverage your expertise to impact clients positively while navigating their financial journeys.

As a skilled professional, you will manage and support Distribution partners by enhancing technical knowledge and product application. This hybrid role emphasizes marketing in the financial services sector, engaging with key stakeholders, and continually learning about market trends. Building strong relationships and providing advanced marketing support will be essential to your success.

Key Responsibilities

• Support account executives with up-to-date product knowledge
• Analyze trends in insurance and investment markets
• Provide technical and marketing support to distribution partners
• Prepare and deliver impactful presentations and materials
• Contribute to projects and initiatives as required

Requirements

• 3-5 years in advanced marketing focused on tax planning
• University degree with relevant courses
• Strong analytical and communication skills
• Bilingual English-French is an asset
• CA, CPA or equivalent certifications preferred

Apply your creativity and problem-solving skills to elevate our service delivery at Empire Life.