Tax and Estate Planning Manager - Empire Life (Sainte-Anne-de-la-Pocatière)

Lead influential tax and estate planning initiatives at Empire Life in a hybrid setting across Canada. Leverage your advanced marketing skills to foster impactful relationships with distribution partners.

As a Tax Retirement and Estate Planning Manager, you will support professional development for account executives and maintain their proficiency in product applications. Your role includes analyzing market trends, providing technical support, and delivering innovative marketing presentations. Collaborate with both internal staff and external advisors to attract and retain business effectively.

Key Responsibilities

• Assist distribution partners with technical and marketing support
• Prepare and deliver presentations in collaboration with directors
• Analyze and assess trends in insurance and investment markets
• Support account executives with training and product knowledge
• Complete various assigned projects and initiatives

Requirements

• 3-5 years in advanced marketing, financial services focus
• University degree with business or marketing courses
• Communication skills in English and French
• CA, CPA, or CFP qualifications preferred
• Solid analytical abilities and research skills

Bring your expertise in tax and estate planning to enhance Empire Life's impact in Canada.