Manager, Tax Retirement and Estate Planning Services

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 [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 recruitment@empire.ca [recruitment@empire.ca].