Manager, Tax Retirement and Estate Planning Services

Manager, Tax Retirement and Estate Planning Services

Location:

Hybrid - Anywhere in Canada

Target total compensation (TTC) range, including salary and target bonus: $117,600 - $166,880. This range is applicable to permanent roles only; fixed‑term contract and casual roles receive only base salary.

• Support professional development for distribution partners and ensure account executives and inside sales staff remain current and proficient in product application and technical knowledge.
• Provide departmental and divisional management with assessments of developing trends and noteworthy issues in the insurance and investment markets, including product applications, product design, pricing, and target market initiatives.
• Complete projects and initiatives as assigned.
• Support distribution partners (internal staff and external advisors) with technical and advanced marketing support and case consultation, both verbal and written, to attract and retain life, health, and investment business.
• Help build and support the company brand, presence, and marketing initiatives through formal presentations and workshops coordinated with distribution.
• Prepare, refine, and deliver presentations and technical written material in consultation with the Director, Tax, Retirement & Estate Planning.

• 3-5 years of advanced marketing experience with a focus on tax and estate planning in the financial services sector.
• Experience in research and analysis.
• Demonstrated ability to learn technical applications.
• Bilingual (English, French) is an asset.
• University degree with courses in business, analysis, or marketing.
• Professional credentials such as CA, CPA, CGA, LLB, JD, CFP, CLU/AVA, CHFC, or TEP are definite assets.
• Well‑developed written and verbal communication and presentation skills in person or online.
• Strong organizational and analytical skills.
• Ability to conduct research, investigate, and analyze.
• Ability to work independently and as a team member.
• Computer literacy.
• Problem‑solving, relationship‑building, creativity, and innovation.
• Ability to prioritize and balance multiple tasks or projects.
• For positions open to applicants across Canada, English language proficiency is required for communication with customers, advisors, or employees across Canada.

• Hybrid work model.
• Competitive base salary with annual pay increases.
• Annual bonus program for non‑sales positions.
• Access to learning and development programs and education/tuition reimbursement (role dependent).
• Comprehensive employer‑funded benefits package from day one, including life insurance, 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.
• Cash employee referral program.

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. 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 is committed to providing accommodations to applicants at any stage of the recruitment process.

If you require a specific adjustment, please let us know.