Manager, Tax Retirement and Estate Planning Services - …, Courtice

Manager, Tax Retirement and Estate Planning Services

Location: Hybrid– Anywhere in Canada Full‑time permanent role. Total target compensation (TTC) range: $117,600 – $166,880. Base salary within this range will be based on skills and experience. Why pursue this opportunity

Our mission– Provide expertise and intelligent solutions to help Canadians navigate life with confidence. Impactful work – Opportunity to work on meaningful projects that positively affect customers, the company and society. The opportunity – Collaborate with cross‑functional teams on a variety of projects that keep you engaged and continuously learning.Deliver excellence– Provide a personal, accurate, skilled, and courteous service and resolution to our customers. What you’ll be working on

Professional development support for Distribution partners and ensuring account executives and inside sales remain current and proficient in product application and technical knowledge. Provide department and divisional management with assessments of emerging trends and noteworthy issues in the insurance and investment market, including product applications, design, pricing and target‑market initiatives.Complete other projects and initiatives as assigned from time to time. Support Distribution partners (internal staff and external advisors) with technical and advanced marketing support and case consultation, both verbal and written, aimed at attracting and retaining life, health and investment business.Help build and support the Company brand, presence and marketing initiatives via formal presentations and workshops, coordinated with Distribution. Prepare, refine and deliver presentations and technical written material in concert with the Director, Tax, Retirement&Estate Planning. What we’re looking for you to have

3–5 years 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 designations 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 part of a team. Computer literacy, problem‑solving, relationship building, creativity and innovation. Ability to prioritize and balance multiple tasks or projects. For positions open across Canada, fluency in English is required for communicating with customers, advisors and employees.Beyond the salary

Hybrid work model. Competitive salaries with annual pay increases. Annual bonus program for non‑sales positions. Access to learning&development programs and education/tuition reimbursement (role dependent). Competitive uncapped commission for sales positions. Comprehensive employer‑funded benefits package from day one (life, health and dental insurance, generous health account). Versatile work arrangements and an annual allotment of personal health days.Four weeks annual vacation from hire date. 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. Our hiring process

Includes AI screening for keywords and minimum qualifications. Recruiters review all results. Equal Opportunity Employer

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.We welcome applications from people with disabilities and are committed to providing accommodations at any stage of the recruitment process. If you require an alternative format or have accessibility questions, please contact us.

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