Tax and Estate Planner
Manulife(1 month ago)
About this role
Join our dynamic team as a Tax and Estate Planner supporting the Dealer and Insurance division. This role offers the opportunity to provide consultative support to advisors and clients on tax and estate planning complexities, all within a collaborative and innovative environment aimed at achieving clients' financial goals.
Required Skills
- Tax Planning
- Estate Planning
- Financial Advisory
- Client Consultation
Qualifications
- Bilingual French and English
- Chartered Accounting (CA) designation
- Completion of the CICA In Depth Tax Course
About Manulife
manulife.comManulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
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