Tax and Estate Planner

Join our growing team in a newly established Tax & Estate Planning role supporting both the Dealer channel and Insurance division at Manulife Financial Corporation. This position offers a unique opportunity to serve as a strategic advisor, partnering with financial advisors, insurance consultants, and high-net-worth (HNW) clients to navigate complex tax and estate planning matters.

In this consultative role, you will deliver sophisticated planning insights, simplify technical concepts, and design integrated solutions that align with clients’ long-term financial goals. You’ll thrive in a collaborative, forward-thinking environment that values innovation, continuous learning, and excellence in client service.

Key Responsibilities

• Provide expert guidance on advanced tax and estate planning strategies for HNW individuals, families, and business owners.

• Conduct comprehensive discovery meetings to identify planning gaps, risks, and growth opportunities.

• Design tailored, integrated wealth plans that incorporate tax, estate, retirement, and business succession strategies.

• Clearly present recommendations to clients and advisors, driving understanding and implementation.

• Partner closely with Centralized Planners, Advisors, and Insurance Consultants to deliver coordinated planning solutions.

• Serve as a subject matter expert (SME) in tax and estate planning, contributing to internal initiatives, tools, and educational materials.

• Interpret and explain complex rules related to personal, corporate, and trust taxation, estates, and fiduciary structures.

• Collaborate across business lines to ensure seamless integration of wealth planning services.

• Monitor legislative and regulatory developments to maintain leading-edge expertise.

• Build and maintain relationships with external professionals, including legal, accounting, and industry partners.

• Deliver educational sessions, presentations, and webinars to advisors, clients, and internal stakeholders.

Required Qualifications

• Bilingual proficiency in French and English.

• Working knowledge of both common law and civil law frameworks.

• Chartered Professional Accountant (CPA/CA) designation or Law degree (LLB/JD).

• Completion of the CICA In-Depth Tax Course (or equivalent advanced tax education).

• 5–7+ years of experience in personal, corporate, trust, and estate taxation within accounting, legal, or financial services.

• Strong analytical skills in tax, retirement, and estate planning.

• Demonstrated ability to translate technical expertise into actionable planning strategies.

• Exceptional organization and prioritization skills with the ability to manage tight deadlines.

• Strong relationship-building and communication skills.

• Creative problem-solving mindset tailored to individual client needs.

• High degree of accuracy and attention to detail.

Preferred Qualifications

• Strong belief in integrated wealth management as the foundation of client success.

• Deep understanding of the financial advisory and wealth management landscape.

• Professional presence and credibility to engage senior leaders and top-tier advisors.

• Advanced facilitation and presentation skills.

• Proven ability to manage multiple mandates in a fast-paced environment.

What We Offer

At Manulife Financial Corporation (including its U.S. brand John Hancock), we empower our colleagues to build meaningful careers while making a difference in the lives of clients around the world.

When you join us, you can expect:

• Opportunities for professional growth and continuous development.

• A flexible and inclusive work environment that prioritizes well-being.

• The chance to contribute to a global organization shaping the future of financial services.

Our Commitment to Inclusion

Manulife Financial Corporation is an Equal Opportunity Employer. We are committed to building a diverse and inclusive workforce that reflects the clients and communities we serve. All employment decisions are made without discrimination in accordance with applicable laws.

If you require accommodation during the recruitment process, please contact recruitment@manulife.com