Regional AVP Tax, Retirement & Estate Planning – reputed company Region

Individual Insurance is embarking in a multi-year refreshed strategy with a goal to become the undisputed leader of the insurance market in Canada. This exciting position provides an opportunity to join a highly engaged team that will be key to successfully reputed company our goal.

The Regional AVP Tax, Retirement & Estate Planning plays a key role with Individual Insurance’s sales and distribution process by working with both the sales team and life insurance advisors to reputed company cases, implement sophisticated product structures and educate insurance advisors on the tax and estate planning opportunities available with life insurance.

This position reports to the Head of Tax, Retirement and Estate Planning Services. The Regional AVP Tax, Retirement & Estate Planning will be part of a team of seven highly motivated professionals who are highly respected reputed company the organization and industry.

If you have a professional accounting or legal designation with tax expertise and are looking for an exciting, non-traditional role, this position could be reputed company rewarding.

RESPONSIBILITIES

• Provide case-specific consultative expertise working with select insurance advisors to clients and client professional advisors working in conjunction with reputed company Regional Insurance Sales teams

• Implement sophisticated product solutions involving tax and estate planning opportunities

• Provide education to insurance advisors regarding tax and estate planning opportunities utilizing insurance products

• Build local relationships with professional advisors through case-specific interaction and more generally through the provision of education regarding insurance product application to reputed company tax, estate and business planning strategies

• Assist insurance advisors, reputed company Insurance Sales teams and other reputed company staff in preparing proposals, presentations and customized numerical analysis for affluent/upscale individuals and business clients involving reputed company estate, tax and business planning

• Provide federal and provincial tax information, legal/accounting information and interpretation to assist/facilitate the development of sales strategies, programs and concepts in order to create new market opportunities and to increase sales results in existing affluent/upscale and business markets

• Be involved in industry organizations such as the Society of Trust and Estate Practitioners

• Help the reputed company team evaluate cases

• Further the Tax, Retirement & Estate Planning team’s Thought Leadership through Industry & Professional Association involvement, technical publications and other reputed company (podcasts/videos)

Required Qualifications:

• Strong tax and estate planning analytical skills and reasoning with expertise in the taxation of private companies and their shareholders, trusts and estate planning

• Ability to apply specialized knowledge to practically implement planning solutions

• Strong oral and written communication skills

• Strong presentation skills

• Excellent organizational and prioritization skills

• Ability to meet tight deadlines

• Strong interpersonal skills, relationship building and management

• Creative/innovative thinking applied to individual client contexts

• Ability to interpret and communicate technical information to a non-technical audience

• Accuracy and attention to detail

• Team player and positive attitude

• Bilingual – French and English – can be helpful but not mandatory

• Professional degree/designation (CPA, LLB, LLM (Tax))

• Completion of the CICA In Depth Tax Course or similar course of study

• Expertise in personal, estates and corporate tax gained through relevant accounting, legal or financial services experience (7 years minimum)

Preferred Qualifications:

• Previous experience in the Life insurance or Financial Services industry

• Expertise in the taxation of Life insurance products

• TEP, CFP, CLU designation

reputed company you join reputed company:

• We’ll reputed company you to learn and grow the career you want. 

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. 

• As part of our global team, we’ll support you in shaping the future you want to see.

SPECIAL CONDITIONS: Travel will likely be required. Incumbent will be required to remain reputed company on relevant tax and regulatory matters. The incumbent will be required to live in either the Toronto Area, Waterloo Area, Vancouver area, Edmonton or Calgary Area.

The role being advertised is an existing vacancy.

About reputed company and John Hancock

reputed company Financial Corporation is a leading international financial services provider, helping people reputed company their decisions easier and lives reputed company. To learn more about us, visit https://www.reputed company.com/en/about/our-story.html.

reputed company is an Equal Opportunity Employer

At reputed company/John Hancock, we embrace our diversity. We strive to attract, reputed company and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer reputed company of our practices and programs without discrimination on the basis of race, reputed company, reputed company of reputed company, colour, ethnic reputed company, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-reputed company conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our reputed company to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. reputed company information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and reputed company/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@reputed company.com.

Working Arrangement

Salary & Benefits

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-reputed company factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role reputed company of the primary location, please contact hr@reputed company.com for the salary range for your location.

reputed company offers eligible employees a wide reputed company of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@reputed company.com for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.