144 Estate Planning jobs in Canada
Estate Planning Specialist
Posted today
Job Viewed
Job Description
Job Description
Salary:
COMPANY OVERVIEW
Were a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, known for our client-centred approach and entrepreneurial spirit. Ventum Financial Corp is a compelling option for investors seeking unbiased investment solutions, professional management, and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients needs first. We are also a growing firm, with over $10 billion in assets under administration and management. Firms of our size and structure attribute 7-8% of overall revenue from insurance production and this role will work to reach that goal. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Winnipeg, Vancouver, Calgary, Victoria, and Edmonton.
POSITION OVERVIEW
Working directly with Investment Advisors, the Estate Planning Specialist (EPS) will provide comprehensive financial planning advice and retirement projections to clients of Ventum Financial Corp. Variable revenue can be generated through the curation and successful sale of insurance products when a need is identified through a plan. The EPS must have a thorough understanding of the financial, procedural, and legal aspects of insurance and wealth preservation, and continuously look to generate new business for the firm.
DUTIES AND RESPONSIBILITIES
- Prepare both simple projections and comprehensive financial plans for advisors clients at a rate to be set per month by your manager;
- Include recommendations in plans i.e. CPP/OAS payments, advice on RIF conversions, tax rates, corporate details, etc.;
- Provide insurance solutions to clients of Investment Advisors as part of Ventum Insurance Services Corp
- Be agent of record for any orphaned life/health insurance products
- Orphaned insurance accounts will not be assigned until the firm provides a client file with validated contact information on the policyholder(s)
- Curate and present personalized insurance plans to the IA which will provide specific recommendations focused on the clients needs
- Ensure that client records are maintained and kept current
- Practical experience in higher level planning, i.e. the integration of closely held corporations, trust, and/or cross border experience; and
- Cultivate and maintain ongoing relationships with Advisors and their clients by tracking their successes and keeping them informed about any changes that may affect their clients finances
- Through the IA, identify the client's goals, provide comprehensive reviews, and build long-term relationships, and provide ongoing services
- Be knowledgeable of best practices and procedures and stay ahead of emerging trends
- Acquire and apply expertise, provide mentorship, assistance, and direction
- Maintain a culture of risk management and control, supported by aligned risk appetite
- Assist in the servicing of existing insurance policies and work closely with the agents of record (licensed Advisors in the branch) to develop a system of follow up and servicing.
- Other duties as assigned
- Working alongside the Investment Advisor, the EPS will execute the vision of the clients financial goals by offering, promoting, and successfully selling curated insurance products
- You will assess the clients overall financial picture with a fulsome financial plan, and understand how to develop and present the appropriate wealth preservation plans
- Work with support staff to establish client records and update their files
- Maintain ongoing relationships with Investment Advisors and their clients, keeping them updated about any changes affecting their estate plan
JOB REQUIREMENTS AND SKILLS
- University Degree and/or 7-10 years industry experience
- FSRA life licensing in Ontario is required, licensing in Quebec, Alberta, Saskatchewan, Manitoba, New Brunswick and British Columbia is an asset.
- Harmonize home jurisdiction license within 6 months of hire to all provinces where Ventum Insurance Services Corp is licensed
- Advanced knowledge of life and health insurance products
- Strong knowledge of insurance regulatory requirements across Canada
- Intermediate knowledge of taxation
- Intermediate knowledge of estate planning concepts
- Ability to explain estate planning concepts in a simple and concise manner
- CFP required, CLU or tax designations, an asset
- Deep understanding of the financial services industry, competitive landscape and economic market issues
- Strong communication and presentation skills with ability to work collaboratively and independently, aid and build relationships
- Ability to work and champion in a diverse and inclusive fostering culture
- 3+ years experience in an insurance sales role
- Proficiency with wealth planning/projection software required
- Strong capabilities in navigating the administrative aspects of insurance applications and underwriting, as the role will not have an associate supporting them
- The ability to travel up to 20% of the time to our other branches across the country
- For weeks when not traveling for work, this individual will be in either our Toronto or Vancouver offices two days a week
Advisor - Insurance & Estate Planning
Posted today
Job Viewed
Job Description
Job Description
TITLE: Advisor, Insurance & Estate Planning
LOCATION: Calgary, AB
REPORTING: VP, Insurance & Estate Planning
JOB PURPOSE: Why does the role exist?
The Advisor, Insurance & Estate Planning role works to develop life insurance sales with both licensed
and non-licensed financial advisors. The Associate will have a passion for the life insurance industry
specifically as it relates to both financial and advanced planning concepts. The Advisor, Insurance &
Estate Planning will be responsible for policies and procedure, reporting, analysis and communication
as it pertains to the firm’s insurance business. The role reports to the VP Insurance & Estate Planning.
KEY ACCOUNTABILITIES:
• Promotes and fosters a culture of compliance throughout the firm.
• Promotes the firm’s brand, story and capabilities to our growing network of Integrated Advisory
community.
• Demonstrates knowledge on the strategic use of life and health insurance.
• Builds and develops centers of influence.
• Promotes the firm to our Integrated Advisory community and network as an expert in the field
of advanced life insurance applications.
• Demonstrated experience with tax, legal and continuity planning as it pertains to high net worth
clients and their professional advisors.
• Implementation of life insurance strategies for high-net-worth individuals and their
corporations, under the direction of the VP.
• Provides unambiguous, inspired leadership and sound management that establishes credibility
and promotes a team culture.
• Develops and maintains relationships with the firm, senior team, their financial advisors and
their clients.
• Reviews client situations and makes appropriate recommendations to financial advisors and/or
their clients.
• Creates superior and unique client presentations and provides input on marketing strategies.
• Participates in the creation of new business submissions. delivering policies and conducting
annual reviews.
• Attends conferences, seminars and workshops to advance skills and professional development.
CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible for the achievement of annual sales objectives as set out for the Insurance & Estate
Planning Division.
• Responsible for the identification, development, and implementation of strategies and initiatives
to enhance sales opportunities.
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
other regulatory bodies.
CLIENT MANAGEMENT
• Relationship manager with our Integrated Advisory community.
• Works with the Team Lead, Insurance & Estate Planning to manage company's inforce block of
business.
BUSINESS DEVELOPMENT
• Provides support to VP Insurance & Estate Planning
• Partnering with our accounting partners, financial advisors and associates to provide planning
solutions focusing on the strategic uses of insurance as a risk mitigation and planning tool.
• Develops and maintains a strong center of influence to promote the company's business model.
• Attends and participates in presentations to prospective clients as required.
LEADERSHIP AND TEAM DEVELOPMENT
• Demonstrates, emphasizes, promotes and monitors professional and ethical conduct.
• Fosters an atmosphere of teamwork and cohesiveness.
• Assists in training, education and professional development for team members.
FINANCIAL & BUSINESS PERFORMANCE
• None.
FUNCTIONAL COMPETENCIES
• A love for the financial services industry, specifically insurance planning and a desire to grow
in the field.
• Intermediate to advanced skill in Microsoft Office Suite, including MS Word and Excel, Outlook
and PowerPoint.
• Excellent interpersonal and public speaking skills.
• Aptitude in decision-making and problem-solving.
• Excellent written and oral communication skills
• Excellent time management and organizational skills
• Detail oriented self-starter, able to jump in and learn quickly
• Life long learner
• Ability to embrace new opportunities and thrive in a fast paced constantly evolving
environment
• Accountable to high level of client service with a focus on maintaining and building strong client
relationships
• Results oriented with demonstrated flexibility
• Ability to offer effective and efficient service and solutions
QUALIFICATIONS
• College and/or University degree or equivalent.
• A minimum of 8-10 years experience in life insurance sales; appropriate combination of
education and experience will be considered.
• Life and Accident, and Sickness licenses in good standing; familiarity with both life insurance
and living benefit concepts.
• CFP and CLU designations required with an appetite for ongoing professional development.
• Proven track record in insurance sales including underwriting, and advanced planning.
Estate Planning Drafting Advisor
Posted 2 days ago
Job Viewed
Job Description
*** Please note that this position can be held from different cities in Quebec including Montreal, Laval, Brossard or Quebec **
Pursuing a career as a Senior Estate Planning Drafting Advisor at National Bank Financial (NBF) means being at the heart of our client advice center and working in collaboration with our various estate planning specialists (lawyers and notaries) in order to serve the NBF Quebec clientele. You play the key role of trusted partner to estate planners, particularly in drafting recommendations and providing advice to be offered to the clients of investment advisors and the NBF.
The sector's mission is to offer high-quality expertise and services in matters of inheritance, retirement and taxation.
Your job:
Become one of the references in estate planning for the client advisory team of one of the largest asset management firms in Quebec!
Support the team's lawyers and notaries in their mandates with investment advisors, particularly for the preparation of complex files, the analysis of legal documents, legal research but above all, the drafting of detailed estate recommendations adapted to the needs of every high net worth client
Be a team player, maintain relationships with numerous internal stakeholders
Manage several complex files with tight deadlines in a constantly evolving environment
Maintain internal visibility and create strong interpersonal connections
Be at the cutting edge of new developments in your sector of activity
If interested, meeting with clients
We aim to offer you maximum flexibility in your work to promote your quality of life. This translates in particular to hybrid work in the office and remotely, the organization of working time to reconcile professional and personal life, and flexible leave at times that matter.
Prerequisites:
Minimum of 10 years of relevant experience
Knowledge of estate planning concepts, probate, trusts and administration of property of others
Strong legal writing skills
Rigorous, autonomous, organized, good spirit of synthesis
Desired skills:
Knowledge in taxation
Experience within a trust company or within a portfolio management company
Good communication skills and able to popularize complex concepts
Ability to adapt to change and work in an environment with multiple stakeholders
An asset: Be a member of the Chambre des Notaires du Québec or the Barreau
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us!
Bilingual Director Tax, Retirement & Estate Planning
Posted 10 days ago
Job Viewed
Job Description
Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.
Bilingual Director, Tax, Retirement & Estate Planning
Location: Remote / Hybrid - Anywhere in Canada
Empire Life is looking to hire a Tax, Retirement & Estate Planning Director to join our Retail Product and Marketing team! The Director, Tax Retirement & Estate Planning Services leads in the delivery of advanced consulting services to the distribution network. You will be guided by generally defined expectations that have tangible, measurable outcomes.
Why pursue this opportunity
Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
The opportunity - collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.
What you’ll be working on
- Ensure that Retail Investments Distribution teams remain current and proficient in product application and technical knowledge
- Ensure significant growth in all Retail Insurance and Investments lines of business by providing value-added services to the Sales Division staff, advisors and distribution channels. This includes regular advanced and complex cases and technical consultation.
- Collaborate with Retail Marketing and Product Actuarial in the effective development and delivery of specific solutions to distribution network including concept development and support
- Research, develop and deliver stakeholder presentations
- Support the development of web content, supporting materials, technical and case study application articles and marketing pieces.
- Research and develop technical, tax, retirement and estate planning strategy and product application presentations
- Monitor, interpret and communicate the impact of Federal and Provincial tax law on products, marketing, advisors and marketing materials.
- Act as media spokesperson for Retail Marketing and Distribution
- Participate in strategic and tactical planning at the retail marketing and distribution level
- Provide professional development support to the various distribution channels
- Act as a member of the Senior Management team; participate in setting corporate strategy and direction
- Prepare annual department performance and key performance indicators to plan
What we’re looking for you to have
- 5+ years work experience in a senior role with people leadership in sales and marketing
- Bilingualism in French & English is required
- Experience in the insurance industry in advanced tax retirement and estate planning
- Experience with insurance based products across all product categories (life, health and wealth) and related sales strategies
- Knowledge of word processing, spreadsheet, email, internet, database, and presentation computer software
- In-depth knowledge of tax, retirement and estate planning
- Ability to conduct research, investigate and analyze
- Ability to plan strategically
- Well-developed decision-making and problem resolution skills
- Ability to lead/guide others
- Clear writing, listening and verbal communication skills
- Excellent communication and presentation skills
- Flexibility and ability to travel within Canada. Working outside of regular business hours may be required
- Completion of a university degree with courses in business administration
- If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.
Beyond the salary
For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
- Competitive salaries with annual pay increases
- Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
- Competitive uncapped commission, for sales positions
- A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
- Flexible work arrangements and an annual allotment of personal health days.
- Four weeks annual vacation from hire date
- A defined contribution pension plan with generous employer matching
- Top up programs for parental leave and compassionate leave
- Employer-sponsored wellness and recognition programs
- A cash employee referral program
To learn more about working at Empire Life, visit
Get to know us
Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact .
Bilingual Director Tax, Retirement & Estate Planning
Posted 10 days ago
Job Viewed
Job Description
Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.
Bilingual Director, Tax, Retirement & Estate Planning
Location: Remote / Hybrid - Anywhere in Canada
Empire Life is looking to hire a Tax, Retirement & Estate Planning Director to join our Retail Product and Marketing team! The Director, Tax Retirement & Estate Planning Services leads in the delivery of advanced consulting services to the distribution network. You will be guided by generally defined expectations that have tangible, measurable outcomes.
Why pursue this opportunity
Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
The opportunity - collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.
What you’ll be working on
- Ensure that Retail Investments Distribution teams remain current and proficient in product application and technical knowledge
- Ensure significant growth in all Retail Insurance and Investments lines of business by providing value-added services to the Sales Division staff, advisors and distribution channels. This includes regular advanced and complex cases and technical consultation.
- Collaborate with Retail Marketing and Product Actuarial in the effective development and delivery of specific solutions to distribution network including concept development and support
- Research, develop and deliver stakeholder presentations
- Support the development of web content, supporting materials, technical and case study application articles and marketing pieces.
- Research and develop technical, tax, retirement and estate planning strategy and product application presentations
- Monitor, interpret and communicate the impact of Federal and Provincial tax law on products, marketing, advisors and marketing materials.
- Act as media spokesperson for Retail Marketing and Distribution
- Participate in strategic and tactical planning at the retail marketing and distribution level
- Provide professional development support to the various distribution channels
- Act as a member of the Senior Management team; participate in setting corporate strategy and direction
- Prepare annual department performance and key performance indicators to plan
What we’re looking for you to have
- 5+ years work experience in a senior role with people leadership in sales and marketing
- Bilingualism in French & English is required
- Experience in the insurance industry in advanced tax retirement and estate planning
- Experience with insurance based products across all product categories (life, health and wealth) and related sales strategies
- Knowledge of word processing, spreadsheet, email, internet, database, and presentation computer software
- In-depth knowledge of tax, retirement and estate planning
- Ability to conduct research, investigate and analyze
- Ability to plan strategically
- Well-developed decision-making and problem resolution skills
- Ability to lead/guide others
- Clear writing, listening and verbal communication skills
- Excellent communication and presentation skills
- Flexibility and ability to travel within Canada. Working outside of regular business hours may be required
- Completion of a university degree with courses in business administration
- If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.
Beyond the salary
For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
- Competitive salaries with annual pay increases
- Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
- Competitive uncapped commission, for sales positions
- A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
- Flexible work arrangements and an annual allotment of personal health days.
- Four weeks annual vacation from hire date
- A defined contribution pension plan with generous employer matching
- Top up programs for parental leave and compassionate leave
- Employer-sponsored wellness and recognition programs
- A cash employee referral program
To learn more about working at Empire Life, visit
Get to know us
Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact .
Bilingual Director Tax, Retirement & Estate Planning
Posted 10 days ago
Job Viewed
Job Description
Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.
Bilingual Director, Tax, Retirement & Estate Planning
Location: Remote / Hybrid - Anywhere in Canada
Empire Life is looking to hire a Tax, Retirement & Estate Planning Director to join our Retail Product and Marketing team! The Director, Tax Retirement & Estate Planning Services leads in the delivery of advanced consulting services to the distribution network. You will be guided by generally defined expectations that have tangible, measurable outcomes.
Why pursue this opportunity
Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
The opportunity - collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.
What you’ll be working on
- Ensure that Retail Investments Distribution teams remain current and proficient in product application and technical knowledge
- Ensure significant growth in all Retail Insurance and Investments lines of business by providing value-added services to the Sales Division staff, advisors and distribution channels. This includes regular advanced and complex cases and technical consultation.
- Collaborate with Retail Marketing and Product Actuarial in the effective development and delivery of specific solutions to distribution network including concept development and support
- Research, develop and deliver stakeholder presentations
- Support the development of web content, supporting materials, technical and case study application articles and marketing pieces.
- Research and develop technical, tax, retirement and estate planning strategy and product application presentations
- Monitor, interpret and communicate the impact of Federal and Provincial tax law on products, marketing, advisors and marketing materials.
- Act as media spokesperson for Retail Marketing and Distribution
- Participate in strategic and tactical planning at the retail marketing and distribution level
- Provide professional development support to the various distribution channels
- Act as a member of the Senior Management team; participate in setting corporate strategy and direction
- Prepare annual department performance and key performance indicators to plan
What we’re looking for you to have
- 5+ years work experience in a senior role with people leadership in sales and marketing
- Bilingualism in French & English is required
- Experience in the insurance industry in advanced tax retirement and estate planning
- Experience with insurance based products across all product categories (life, health and wealth) and related sales strategies
- Knowledge of word processing, spreadsheet, email, internet, database, and presentation computer software
- In-depth knowledge of tax, retirement and estate planning
- Ability to conduct research, investigate and analyze
- Ability to plan strategically
- Well-developed decision-making and problem resolution skills
- Ability to lead/guide others
- Clear writing, listening and verbal communication skills
- Excellent communication and presentation skills
- Flexibility and ability to travel within Canada. Working outside of regular business hours may be required
- Completion of a university degree with courses in business administration
- If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.
Beyond the salary
For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
- Competitive salaries with annual pay increases
- Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
- Competitive uncapped commission, for sales positions
- A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
- Flexible work arrangements and an annual allotment of personal health days.
- Four weeks annual vacation from hire date
- A defined contribution pension plan with generous employer matching
- Top up programs for parental leave and compassionate leave
- Employer-sponsored wellness and recognition programs
- A cash employee referral program
To learn more about working at Empire Life, visit
Get to know us
Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact .
Bilingual Director Tax, Retirement & Estate Planning
Posted 10 days ago
Job Viewed
Job Description
Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.
Bilingual Director, Tax, Retirement & Estate Planning
Location: Remote / Hybrid - Anywhere in Canada
Empire Life is looking to hire a Tax, Retirement & Estate Planning Director to join our Retail Product and Marketing team! The Director, Tax Retirement & Estate Planning Services leads in the delivery of advanced consulting services to the distribution network. You will be guided by generally defined expectations that have tangible, measurable outcomes.
Why pursue this opportunity
Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
The opportunity - collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.
What you’ll be working on
- Ensure that Retail Investments Distribution teams remain current and proficient in product application and technical knowledge
- Ensure significant growth in all Retail Insurance and Investments lines of business by providing value-added services to the Sales Division staff, advisors and distribution channels. This includes regular advanced and complex cases and technical consultation.
- Collaborate with Retail Marketing and Product Actuarial in the effective development and delivery of specific solutions to distribution network including concept development and support
- Research, develop and deliver stakeholder presentations
- Support the development of web content, supporting materials, technical and case study application articles and marketing pieces.
- Research and develop technical, tax, retirement and estate planning strategy and product application presentations
- Monitor, interpret and communicate the impact of Federal and Provincial tax law on products, marketing, advisors and marketing materials.
- Act as media spokesperson for Retail Marketing and Distribution
- Participate in strategic and tactical planning at the retail marketing and distribution level
- Provide professional development support to the various distribution channels
- Act as a member of the Senior Management team; participate in setting corporate strategy and direction
- Prepare annual department performance and key performance indicators to plan
What we’re looking for you to have
- 5+ years work experience in a senior role with people leadership in sales and marketing
- Bilingualism in French & English is required
- Experience in the insurance industry in advanced tax retirement and estate planning
- Experience with insurance based products across all product categories (life, health and wealth) and related sales strategies
- Knowledge of word processing, spreadsheet, email, internet, database, and presentation computer software
- In-depth knowledge of tax, retirement and estate planning
- Ability to conduct research, investigate and analyze
- Ability to plan strategically
- Well-developed decision-making and problem resolution skills
- Ability to lead/guide others
- Clear writing, listening and verbal communication skills
- Excellent communication and presentation skills
- Flexibility and ability to travel within Canada. Working outside of regular business hours may be required
- Completion of a university degree with courses in business administration
- If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.
Beyond the salary
For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
- Competitive salaries with annual pay increases
- Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
- Competitive uncapped commission, for sales positions
- A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
- Flexible work arrangements and an annual allotment of personal health days.
- Four weeks annual vacation from hire date
- A defined contribution pension plan with generous employer matching
- Top up programs for parental leave and compassionate leave
- Employer-sponsored wellness and recognition programs
- A cash employee referral program
To learn more about working at Empire Life, visit
Get to know us
Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact .
Be The First To Know
About the latest Estate planning Jobs in Canada !
Bilingual Director Tax, Retirement & Estate Planning
Posted 10 days ago
Job Viewed
Job Description
Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.
Bilingual Director, Tax, Retirement & Estate Planning
Location: Remote / Hybrid - Anywhere in Canada
Empire Life is looking to hire a Tax, Retirement & Estate Planning Director to join our Retail Product and Marketing team! The Director, Tax Retirement & Estate Planning Services leads in the delivery of advanced consulting services to the distribution network. You will be guided by generally defined expectations that have tangible, measurable outcomes.
Why pursue this opportunity
Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
The opportunity - collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.
What you’ll be working on
- Ensure that Retail Investments Distribution teams remain current and proficient in product application and technical knowledge
- Ensure significant growth in all Retail Insurance and Investments lines of business by providing value-added services to the Sales Division staff, advisors and distribution channels. This includes regular advanced and complex cases and technical consultation.
- Collaborate with Retail Marketing and Product Actuarial in the effective development and delivery of specific solutions to distribution network including concept development and support
- Research, develop and deliver stakeholder presentations
- Support the development of web content, supporting materials, technical and case study application articles and marketing pieces.
- Research and develop technical, tax, retirement and estate planning strategy and product application presentations
- Monitor, interpret and communicate the impact of Federal and Provincial tax law on products, marketing, advisors and marketing materials.
- Act as media spokesperson for Retail Marketing and Distribution
- Participate in strategic and tactical planning at the retail marketing and distribution level
- Provide professional development support to the various distribution channels
- Act as a member of the Senior Management team; participate in setting corporate strategy and direction
- Prepare annual department performance and key performance indicators to plan
What we’re looking for you to have
- 5+ years work experience in a senior role with people leadership in sales and marketing
- Bilingualism in French & English is required
- Experience in the insurance industry in advanced tax retirement and estate planning
- Experience with insurance based products across all product categories (life, health and wealth) and related sales strategies
- Knowledge of word processing, spreadsheet, email, internet, database, and presentation computer software
- In-depth knowledge of tax, retirement and estate planning
- Ability to conduct research, investigate and analyze
- Ability to plan strategically
- Well-developed decision-making and problem resolution skills
- Ability to lead/guide others
- Clear writing, listening and verbal communication skills
- Excellent communication and presentation skills
- Flexibility and ability to travel within Canada. Working outside of regular business hours may be required
- Completion of a university degree with courses in business administration
- If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.
Beyond the salary
For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
- Competitive salaries with annual pay increases
- Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
- Competitive uncapped commission, for sales positions
- A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
- Flexible work arrangements and an annual allotment of personal health days.
- Four weeks annual vacation from hire date
- A defined contribution pension plan with generous employer matching
- Top up programs for parental leave and compassionate leave
- Employer-sponsored wellness and recognition programs
- A cash employee referral program
To learn more about working at Empire Life, visit
Get to know us
Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact .
Bilingual Director Tax, Retirement & Estate Planning
Posted 10 days ago
Job Viewed
Job Description
Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.
Bilingual Director, Tax, Retirement & Estate Planning
Location: Remote / Hybrid - Anywhere in Canada
Empire Life is looking to hire a Tax, Retirement & Estate Planning Director to join our Retail Product and Marketing team! The Director, Tax Retirement & Estate Planning Services leads in the delivery of advanced consulting services to the distribution network. You will be guided by generally defined expectations that have tangible, measurable outcomes.
Why pursue this opportunity
Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
The opportunity - collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.
What you’ll be working on
- Ensure that Retail Investments Distribution teams remain current and proficient in product application and technical knowledge
- Ensure significant growth in all Retail Insurance and Investments lines of business by providing value-added services to the Sales Division staff, advisors and distribution channels. This includes regular advanced and complex cases and technical consultation.
- Collaborate with Retail Marketing and Product Actuarial in the effective development and delivery of specific solutions to distribution network including concept development and support
- Research, develop and deliver stakeholder presentations
- Support the development of web content, supporting materials, technical and case study application articles and marketing pieces.
- Research and develop technical, tax, retirement and estate planning strategy and product application presentations
- Monitor, interpret and communicate the impact of Federal and Provincial tax law on products, marketing, advisors and marketing materials.
- Act as media spokesperson for Retail Marketing and Distribution
- Participate in strategic and tactical planning at the retail marketing and distribution level
- Provide professional development support to the various distribution channels
- Act as a member of the Senior Management team; participate in setting corporate strategy and direction
- Prepare annual department performance and key performance indicators to plan
What we’re looking for you to have
- 5+ years work experience in a senior role with people leadership in sales and marketing
- Bilingualism in French & English is required
- Experience in the insurance industry in advanced tax retirement and estate planning
- Experience with insurance based products across all product categories (life, health and wealth) and related sales strategies
- Knowledge of word processing, spreadsheet, email, internet, database, and presentation computer software
- In-depth knowledge of tax, retirement and estate planning
- Ability to conduct research, investigate and analyze
- Ability to plan strategically
- Well-developed decision-making and problem resolution skills
- Ability to lead/guide others
- Clear writing, listening and verbal communication skills
- Excellent communication and presentation skills
- Flexibility and ability to travel within Canada. Working outside of regular business hours may be required
- Completion of a university degree with courses in business administration
- If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.
Beyond the salary
For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
- Competitive salaries with annual pay increases
- Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
- Competitive uncapped commission, for sales positions
- A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
- Flexible work arrangements and an annual allotment of personal health days.
- Four weeks annual vacation from hire date
- A defined contribution pension plan with generous employer matching
- Top up programs for parental leave and compassionate leave
- Employer-sponsored wellness and recognition programs
- A cash employee referral program
To learn more about working at Empire Life, visit
Get to know us
Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact .