OneMain Financial Jobs

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 achieve 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 develop 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 within 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 very rewarding.

RESPONSIBILITIES

• Provide case-specific consultative expertise working with select insurance advisors to clients and client professional advisors working in conjunction with Manulife 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 complex tax, estate and business planning strategies

• Assist insurance advisors, Manulife Insurance Sales teams and other Manulife staff in preparing proposals, presentations and customized numerical analysis for affluent/upscale individuals and business clients involving complex 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 underwriting team evaluate cases

• Further the Tax, Retirement & Estate Planning team’s Thought Leadership through Industry & Professional Association involvement, technical publications and other medium (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

When you join our team:

• We’ll empower 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 current 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.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a hr@manulife.com .

Modalidades de Trabajo

Remoto

Salario y beneficios

Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual. El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación. Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a hr@manulife.com para conocer el rango salarial correspondiente a tu ubicación.

Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con hr@manulife.com para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.

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