Tax and Estate Planning Manager

Lead tax retirement and estate planning initiatives with Empire Life. This hybrid role demands advanced marketing expertise in the financial services sector for competitive advantages.

Empire Life seeks a Manager for Tax Retirement and Estate Planning Services with 3-5 years of specialized marketing experience. You will provide advanced support to Distribution partners and assess trends in the insurance market. This position demands skill in creating presentations, technical material, and research analysis for the team.

Key Responsibilities:

• Support Distribution partners with marketing materials and consultations

• Analyze trends in insurance and investment markets

• Deliver technical training and product application guidance

• Create and refine presentations for internal and external stakeholders

• Manage projects and initiatives as assigned

Requirements:

• 3-5 years in advanced marketing, focusing on tax and estate planning

• Strong analytical and communication skills

• Bilingual (English, French) is an asset

• Relevant degree and professional certifications are definite assets

• Proven ability to prioritize multiple projects

Strengthen your expertise in tax and estate planning marketing with Empire Life’s dynamic team.
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