Tax And Estate Planning Consultant

Apply deep tax expertise as a fully remote Tax and Estate Planning Consultant with Manulife Financial across Canada. Support advisors with complex planning matters.This consultant provides technical reference material, education, and case-specific support to advisors, wholesalers, and Regional Tax, Retirement and Estate Planning members. The work covers tax, products, concepts, legal, and accounting issues in complex estate, tax, and business planning situations. Professional accounting or legal designation is required.Key Responsibilities:
Provide timely tax, estate planning, and regulatory informationDevelop investment product sales concepts, illustrations, and presentationsDeliver educational and sales seminars for target audiencesAnalyze tax treatment for new product initiativesRepresent Manulife on relevant industry and internal committeesRequirements:
Legal or accounting designation with strong tax backgroundInvestment product taxation and estate planning expertiseStrong written, oral, and presentation communication skillsAbility to research legislation and analyze sales conceptsAccuracy, organization, prioritization, and deadline managementBring technical tax, legal, and estate planning expertise to Manulife’s remote Canadian consulting team.
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