Tax And Estate Planning Consultant
Manulife
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.
#J-18808-Ljbffr
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.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Tax And Estate Planning Consultant in Winnipeg, MB vacancy
- Bring advanced tax and estate planning expertise to RBC Family Office Services in Vancouver, supporting advisors and high-net-worth clients. This... ...offers a 37.5-hour workweek.As a Financial Advisory Consultant, you will provide specialized guidance across tax, estate, and...TaxFull timeWork at office
RBC
Winnipeg, MB1 hour ago $118.3k - $168.3k per year
Manulife Financial currently has an opening in the Head Office Tax, Retirement & Estate Planning Services team for a Tax, Retirement & Estate Planning Consultant. If you have a professional accounting or legal designation with in depth tax expertise and are looking for an exciting...TaxLong term contractFull timeTemporary workWork at officeLocal areaRemote workFlexible hoursManulife
Winnipeg, MB1 hour ago$80k - $150k per year
...ServiceProvides specialized wealth planning for High Net Worth / Ultra High... ...solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with... ...business/group.Demonstrates a consultative and collaborative value-added approach...TaxLong term contractContract workPart timeShift workBMO Financial Group
Winnipeg, MB1 hour ago$80k - $150k per year
...ServiceProvides specialized wealth planning for High Net Worth / Ultra High... ...solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with... ...business/group.Demonstrates a consultative and collaborative value-added approach...TaxLong term contractPart timeShift workBank N.A.
Winnipeg, MB1 hour ago$130k - $180k per year
...expertise in multi-generational life insurance planning. For more than 25 years, we have... ...while growing and preserving wealth and estates in a tax-efficient manner. Working closely... ...Teams and in-person sales meetings and plan management meetings with clients and their...TaxHome officeWestward Advisors Ltd.
Winnipeg, MB1 hour ago- Shape comprehensive wealth plans for BMO’s HNW and UHNW clients using estate planning expertise and complex financial analysis.This Estate Planning Consultant provides specialized advice within BMO’s... ...planning professionals across financial, tax, succession, philanthropic, will,...TaxLong term contract
Bank N.A.
Winnipeg, MB1 hour ago - ...the world.Job Description: The Director, Advanced Planning (DAP) is accountable for providing advanced tax and estate planning solution advice to high net worth end-... ...product sales by providing Advisors with case consultation and support through the delivery of the best tax...TaxWork at officeFlexible hours
Sun Life Assurance Company of Canada
Winnipeg, MB1 hour ago - Lead advanced tax and estate planning advice at Sun Life, supporting financial advisors and high net worth Clients through a hybrid work model... ...planning. Partner with Regional Sales Directors to support case consultation, advisor relationships, and sales objectives.Key...Tax
Sun Life Assurance Company of Canada
Winnipeg, MB1 hour ago - Step into a leadership role at Worldsource as the National Director, specializing in Tax, Estate, and Insurance Planning. This position is vital for delivering expert consultation on advanced planning strategies across Canada. As a thought leader, your role will encompass...Tax
IDC Worldsource Insurance Network Inc.
Winnipeg, MB1 hour ago - Lead private tax planning at EY, advising high net worth clients on estate strategies and domestic and cross-border tax matters in Toronto.As a Tax Manager in EY’s Private Tax practice, you will advise private organizations, business owners, and individuals. You will recommend...TaxPrivate practice
EY
Winnipeg, MB1 hour ago - Apply advanced tax expertise to life insurance planning as Westward’s customer-facing Director, supported by a home-office structure and Microsoft Teams.... ...lawyers, and professional advisory teams. You will address estate preservation, business succession, wealth protection,...TaxWork at officeHome office
Westward Advisors Ltd.
Winnipeg, MB1 hour ago - RBC Family Office Services in Montréal invites a seasoned tax, estate and financial planning professional to join the FAST team. You will advise RBC Wealth Management clients on complex tax and estate strategies for high-net-worth individuals and business owners. Requires CPA...TaxWork at office
RBC
Winnipeg, MB1 hour ago - The National Director, Tax, Estate & Insurance Planning serves as a national technical resource and thought leader, providing advanced planning expertise, education and consultation to advisors and internal stakeholders across Canada. This role is responsible for delivering...Tax
IDC Worldsource Insurance Network Inc.
Winnipeg, MB1 hour ago - ...Canada seeks an experienced Wealth Planner to provide specialized planning for high-net-worth clients, collaborating with Private Bankers... ...planning solutions. You will lead discovery, develop detailed financial plans, and apply regulations to protect client assets while driving...
BMO
Winnipeg, MB1 hour ago - ...join a team that goes above and beyond for their clients. The Estate Planning Assistant is accountable for supporting Head Office and Estate... ...insurance illustrations from the insurance carriers as requested. Plan and organize seminars, lunch and learns, workshops and product...Full timeContract workTemporary workFixed term contractWork at officeMonday to friday
- ...will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive... ...to CIBC’s clients, including estate planning, business transition planning, tax minimization strategies,... ...philanthropy. As a CIBC Financial Planning Consultant, you will be accountable for...TaxRemote work
CIBC
Winnipeg, MB1 hour ago - ...taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll mentor a team... ...bottom line results.Leverage your experience in investment, estate, retirement, tax planning and credit planning to provide a comprehensive and...TaxBank staffLocal areaFlexible hoursAfternoon shift
Canadian Imperial Bank of Commerce (Canada)
Winnipeg, MB1 hour ago - ...clients with holistic discovery and planning towards customized wealth... ...their wealth through a number of tax advantaged strategies utilizing... ...the client’s overall financial plan. Offer insurance solutions... ...Promote and offer full suite of Estate Planning products, services and...TaxMinimum wageLocal areaWork from home
TD
Winnipeg, MB1 hour ago - ...transition wealth through sophisticated insurance and estate planning solutions. By leveraging leading insurance products and advanced tax-efficient strategies, we help clients address... ...strategies for HNW and UHNW clients, ensuring plans are aligned with complex tax, estate, and...TaxLong term contractWork from home
TD Bank Group
Winnipeg, MB1 hour ago - Shape complex wealth plans for HNW/UHNW clients at BMO, using financial analysis and consultative planning expertise. Collaborate across wealth disciplines... ...clients. You will address financial, tax, succession, philanthropic, will, estate, and trust planning needs. The work...TaxLong term contract
BMO Nesbitt Burns Inc.
Winnipeg, MB1 hour ago $70k - $140k per year
Provides wealth planning, advanced financial planning, guidance and counsel... ...of Wealth Management Consultants in their branches. Leverages... ...resources in the field of taxation, estate & trust and succession... ...planning concepts to include tax, estate and succession planning...TaxPart timeBMO
Winnipeg, MB1 hour ago- Newmark’s Project & Cost Management group needs a Consultant to join the Cost Planning team in the Vancouver, BC office. The Director, Cost Planning will... ...("Newmark"), is a world leading commercial real estate advisor and service provider to large institutional investors...Contract workInternshipWork at office
Newmark
Winnipeg, MB1 hour ago - Support UBC donor relationships through gift and estate planning coordination, fundraising research, and stewardship in a collaborative university setting.As Development Coordinator, you will support UBC’s Gift and Estate Planning unit and frontline fundraising team. The work...
UBC
Winnipeg, MB1 hour ago - Shape tax planning for owner-managed businesses remotely, combining corporate reorganizations... ...position focuses on sophisticated planning and consulting for private clients and owner-managed... ...trustsAdvise on purchase, sale, estate, and remuneration transactionsCoordinate...TaxRemote work
Dhr Global
Winnipeg, MB1 hour ago - Our client, a leading national law firm, is seeking a senior notary to join its Real Estate and Planning group in Montréal. This opportunity is intended for an experienced notary who wishes to work on complex real estate transactions and collaborate with a team recognized...
Lépine Talent inc.
Winnipeg, MB1 hour ago $140k - $160k per year
Job Description - AVP, Tax Consulting (2600685)AVP, Tax Consulting - 2600685At Raymond James,... ...delivering sophisticated, client-centered wealth planning support to advisory teams and their... ...financial, retirement, tax, estate and succession planning services to high...TaxFlexible hoursRaymond James
Winnipeg, MB1 hour ago- ...Québec business community, is recognized for the strength of its tax practice, its collaborative approach and its positioning with a sophisticated... ...volume of strategic matters, the firm is seeking a senior tax planning lawyer to strengthen its team and support clients on complex,...TaxLong term contractTemporary workPrivate practice
Lépine Talent inc.
Winnipeg, MB1 hour ago $110.5k - $143k per year
...Job FunctionHydro One's real estate portfolio is essential to powering... ..., Real Estate Strategy & Planning serves as a key strategic leader... ...effective administration of property tax and land rights obligations.... ...of business. Provide a consultative role to the F&RE Director and...TaxLong term contractContract workHydro One
Winnipeg, MB1 hour ago- Trust and estate tax expertise powers this EY Tax Manager opportunity in Québec City. Review returns and support sophisticated private client planning.Within EY’s Private Tax practice, you will serve private organizations and high net worth business owners and individuals. Responsibilities...TaxPrivate practice
EY
Winnipeg, MB1 hour ago - Lead advanced financial planning for HNW and UHNW clients as a Senior Wealth Planning Consultant, partnering with Investment Advisors at BMO. Build documented wealth strategies... ...presentations, and provide insights across tax, estate, succession, and philanthropic planning. The...Tax
BMO
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax And Estate Planning Consultant. Be the first to apply!
Related searches
- tax consultant/assistant manager Winnipeg, MB
- entry level tax preparers Winnipeg, MB
- tax preparer Winnipeg, MB
- fiscaliste Winnipeg, MB
- seasonal tax preparer Winnipeg, MB
- tax accountant Winnipeg, MB
- income tax preparer Winnipeg, MB
- avocat fiscaliste Winnipeg, MB
- conseiller financier Winnipeg, MB
- senior financial advisor Winnipeg, MB