Manager, Tax Retirement and Estate Planning Services (London)

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. Responsibilities: Provide professional development support for Distribution partners and ensure account executives and inside sales support remain current and proficient in product application and technical knowledge. Provide 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. Complete other projects and initiatives as assigned from time to time. Support Distribution partners (internal staff and external advisors) with technical and advanced marketing support and case consultation, both verbal and written, aimed at attracting and retaining life, health and investment business. Help build and support the company brand, presence and marketing initiatives through formal presentations and workshops, coordinated with Distribution. Prepare, refine and deliver presentations and technical written material in coordination with the Director, Tax, Retirement & Estate Planning. Qualifications: 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 a combination of CFP, CLU/AVA, CHFC, TEP - definite assets. Well‑developed written and verbal communication and presentation skills. Excellent organizational and analytical skills. Ability to conduct research, investigate and analyze. Capability to work independently and as part of a team. Computer literacy, problem solving, relationship building, creativity, innovation. Ability to prioritize and balance multiple tasks or projects. English proficiency required for communication across Canada. Benefits: Hybrid work model. Competitive salary with annual pay increases. Annual bonus program for non‑sales positions. Access to learning & development programs and tuition reimbursement (role dependent). Uncapped commission for sales positions. Employer‑funded benefits package from day one, including life, health and dental insurance and a generous health account. Flexible work arrangements and annual allotment of personal health days. Four weeks annual vacation from hire date. Defined contribution pension plan with generous employer matching. Top‑up programs for parental leave and compassionate leave. Employer‑sponsored wellness and recognition programs. Cash employee referral program. Equal Opportunity Employer statement: Empire Life is a proud equal‑chance employer. We celebrate diversity and are committed to creating an inclusive environment. Applicants will receive equal consideration without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, disability or age. Empire Life welcomes applications from people with disabilities and is committed to providing accommodations at any stage of the recruitment process.

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