Director, Tax, Retirement & Estate Planning
Please note the base salary will be determined by the successful candidate's education, skills and experience. The listed salary range serves as a general pay guideline for this position's pay level.
Director, Tax, Retirement & Estate Planning
Location: Remote / Hybrid - Anywhere in Canada
Empire Life is looking to hire a Tax, Retirement & Estate Planning Director to join our Retail Product and Marketing team! The Director, Tax Retirement & Estate Planning Services leads in the delivery of advanced consulting services to the distribution network. You will be guided by generally defined expectations that have tangible, measurable outcomes.
Why pursue this opportunity
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.
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
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.
Diversity, equity, and inclusion - we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.
What you’ll be working on
Ensure that Retail Investments Distribution teams remain current and proficient in product application and technical knowledge
Ensure significant growth in all Retail Insurance and Investments lines of business by providing value-added services to the Sales Division staff, advisors and distribution channels. This includes regular advanced and complex cases and technical consultation.
Collaborate with Retail Marketing and Product Actuarial in the effective development and delivery of specific solutions to distribution network including concept development and support
Research, develop and deliver stakeholder presentations
Support the development of web content, supporting materials, technical and case study application articles and marketing pieces.
Research and develop technical, tax, retirement and estate planning strategy and product application presentations
Monitor, interpret and communicate the impact of Federal and Provincial tax law on products, marketing, advisors and marketing materials.
Act as media spokesperson for Retail Marketing and Distribution
Participate in strategic and tactical planning at the retail marketing and distribution level
Provide professional development support to the various distribution channels
Act as a member of the Senior Management team; participate in setting corporate strategy and direction
Prepare annual department performance and key performance indicators to plan
What we’re looking for you to have
8+ years work experience in a senior role with people leadership in sales and marketing
Experience in the insurance/financial services industry in advanced tax retirement and estate planning
Experience with insurance based products across all product categories (life, health and wealth) and related sales strategies
Knowledge of word processing, spreadsheet, email, internet, database, and presentation computer software
In-depth knowledge of tax, retirement and estate planning
Ability to conduct research, investigate and analyze
Ability to plan strategically
Well-developed decision-making and problem resolution skills
Well-developed mathematical skills
Ability to lead/guide others
Clear writing, listening and verbal communication skills
excellent communication and presentation skills
Flexibility and ability to travel within Canada. Working outside of regular business hours may be required
CLU, CHFC, CFP, CPA or equivalent
Completion of a university degree with courses in business administration
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.
Beyond the salary
For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
Competitive salaries with annual pay increases
Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
Competitive uncapped commission, for sales positions
A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, 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, ****** orientation, national origin, disability, or age.
Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact recruitment@empire.ca .