Manager, Tax Retirement and Estate Planning Services

Bilinguallink; Mirabel; Hybrid; CAD 108,000 - 158,000; Full time

Benefits offered by this job

Hybrid work model

Annual bonus program

Learning & development programs

Education/tuition reimbursement

Competitive benefits package

Vacation and pension matching

Wellness and recognition programs

Employee referral program

Job summary

Empire Life is hiring a Manager, Tax Retirement and Estate Planning Services in a hybrid role open to Canada. You will lead marketing support for Distribution partners, deliver technical materials, and collaborate with cross-functional teams to shape tax retirement and estate planning solutions.

The role emphasizes bilingual communication, analysis of market trends, and development of marketing initiatives.

Qualifications

• 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.
• Completion of a university degree with courses in business, analysis, marketing.
• CA, CPA, CGA or LLB,JD, or with combination of CFP,CLU/AVA,CHFC, TEP definite assets.
• Well-developed written and verbal communication skills and presentation skills.
• Well-developed organizational skills and ability to balance multiple tasks.

Responsibilities

• Professional development support for Distribution partners and ensuring account executives and inside sales support remain current and proficient in product application and technical knowledge.
• Provides department and divisional management with assessments of developing trends and noteworthy issues in the insurance and investment market.
• Completes other projects and initiatives as assigned from time to time.
• Supports Distribution partners with technical and advanced marketing support and case consultation in verbal and written form.
• Helps to build and support the Company brand, presence and marketing initiatives via presentations and workshops.
• Prepare, refine and deliver presentations and technical written material in consort with the Director, Tax, Retirement & Estate Planning.

Skills

Marketing experience

Bilingual (English, French)

Written communication

Verbal communication

Analytical skills

Research & analysis

Independent and team work

Presentation skills

Creativity and innovation

Education

University degree in business/analysis/marketing

CA/CPA/CGA or JD/LLB or CFP/CLU/AVA/CHFC/TEP assets

Job description

Manager, Tax Retirement and Estate Planning Services

Location: Hybrid – Anywhere in Canada

The total target compensation (TTC) range, including salary and target bonus, is $108,300 – $158,300. This TTC range is applicable to permanent roles only; fixed-term contract and casual roles are not eligible for annual bonus and would receive only the base salary component. The actual base salary offered within this range will be determined by the successful candidate’s skills and experience, as well as internal equity.

Empire Life is looking to hire a Manager, Tax Retirement and Estate Planning Services to join our Retail Marketing team! We are actively seeking candidates to fill a current, open position.

Why pursue this opportunity

• Our mission – Provide expertise and intelligent solutions to help Canadians navigate life with confidence.
• Impactful work – get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.
• The opportunity – collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.
• Deliver excellence – provide a personal, accurate, professional, and courteous service and resolution to our customers.

What you’ll be working on

• Responsibilities include professional development support for Distribution partners and ensuring account executives and inside sales support remain current and proficient in product application and technical knowledge
• Provides department and divisional management with assessments of developing trends and noteworthy issues in the insurance and investment market, including product applications, product design, pricing, target market initiatives
• Completes other projects and initiatives as assigned from time to time
• Supports Distribution partners (internal staff and external advisors) with technical and advanced marketing support and case consultation support, both verbal and written aimed at attracting and retaining life, health and investment business.
• Helps to 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 consort 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
• Completion of a university degree with courses in business, analysis, marketing
• CA, CPA, CGA or LLB,JD, or with combination of CFP,CLU/AVA,CHFC, TEP definite assets
• Well-developed written and verbal communication skills and presentation skills in person or online
• Well-developed organizational skills
• Well-developed analytical skills
• Ability to conduct research, investigate and analyze
• Ability to work independently and as a team member
• Computer literacy
• Problem solving
• Relationship building skills
• Creativity
• Innovation
• Ability to prioritize and balance multiple tasks or projects
• If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.

Beyond the salary

For permanent full-time positions, Empire Life offers a comprehensive total rewards package that includes:

• Hybrid work model
• Competitive salaries with annual pay increases
• Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
• Access to learning & development programs, and education/tuition reimbursement (role dependent), to support your professional growth and career advancement.
• Competitive uncapped commission, for sales positions
• A comprehensive employer-funded benefits package starting from day one of employment, that includes 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
• A cash employee referral program

To learn more about working at Empire Life, visit https://www.empire.ca/workatempire.

Get to know us

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. We encourage those of all backgrounds and experiences to apply, even if you don’t believe you meet each unique qualification outlined. 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 proud to be an equal opportunity employer, dedicated to building an inclusive and barrier-free workplace. We welcome applications from people with disabilities and are committed to providing accommodations at any stage of the recruitment process. If you require a specific adjustment to help you present your best self, please let us know—we are happy to work with you. If you need this job posting in an alternative format or have any accessibility questions, please contact .