About This Opportunity: Expert Tax and Estate Planner Role (Quebec City)
Manulife Financial is currently seeking a Expert Tax and Estate Planner Role (Quebec City) to join their team in Quebec City.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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worth clients on intricate financial strategies and regulatory changes.
In this strategic role, you'll provide valuable consultative support, collaborating with advisors to craft tailored plans that meet clients' unique needs. Your expertise in tax laws and estate planning will be essential to navigating complex scenarios and enhancing client satisfaction. The role emphasizes ongoing learning and proactive service delivery.
Key Responsibilities:
• Deliver consultations on complex tax and estate planning
• Conduct comprehensive client discovery to identify needs
• Develop personalized plans integrating various financial areas
• Present strategies that are easy for clients to implement
• Collaborate with experts for holistic client solutions
Requirements:
• Chartered Accounting or Legal designation required
• Fluent in French and English essential
• Minimum 5–7 years of relevant experience
• Strong civil law knowledge coupled with common law insight
• Ability to practically apply planning strategies
Become a trusted advisor, helping clients navigate the intricate worlds of tax and estate while building long
Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join Manulife Financial?Manulife Financial offers a supportive work environment in Quebec City, where employees can grow and develop their skills. This Expert Tax and Estate Planner Role (Quebec City) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
Don't miss this opportunity for Expert Tax and Estate Planner Role (Quebec City) at Manulife Financial in Quebec City.
Click the Apply button above to submit your application and take the next step in your career.
