Tax and Estate Planning Manager Canada

Elevate your career with Empire Life as a Tax Retirement and Estate Planning Manager in a hybrid role. Leverage advanced marketing skills to guide Canadians through financial planning solutions.

Empire Life seeks a managerial expert in tax retirement and estate planning services. You will support distribution partners and provide technical guidance, while also assessing trends in insurance and investment markets. Collaborating with various teams, your work will enhance brand presence and deliver exceptional customer service.

Key Responsibilities: • Support Distribution partners with marketing and case consultation • Assess market trends in insurance and investment sectors • Manage professional development for account executives • Prepare and deliver technical presentations and materials • Initiate various projects to improve service offerings

Requirements: • 3-5 years in tax or estate planning marketing • Experience in research and analysis • Bilingual in Eng...