Manager, Tax and Estate Planning

Canada Life
Toronto (Region), Ontario
$78,600 - $137,900 annually
February 28, 2024
April 13, 2024
Job Sectors
CPA status
CPA Member

Manager, Tax and Estate Planning

COMPANY: Canada Life

LOCATION: Toronto or London, Ont. 

We are looking for a results-driven professional to join our Insurance Sales Enablement team as Manager, Tax and Estate Planning. This role will support our top advisors, our Wealth and Tax Planning Consultants (WTPC) and our Advanced Case Consultants (ACC) across the country by providing relevant content and subject matter expertise in tax, estate and insurance planning, and engaging in case consultation.

What you will do 

  • Provide tax, estate and insurance planning case support and consultation to top advisors
  • Provide professional and technical development to insurance advisors regarding tax, estate and insurance planning 
  • Contribute to the development of field partners in tax and estate planning, life insurance planning and sales strategies
  • Ideation, creation and development of thought leadership material including technical publications, advanced sales articles, presentations, webinars and other medium 
  • Increase the exposure and recognition of Canada Life’s Tax and Estate planning team’s thought leadership with industry and professional associations through speaking engagements, technical publications and other medium
  • Remain current on relevant tax legislation, regulatory matters and, tax and estate planning developments and trends   

What you will bring 

  • Professional designation (CPA, LLB, LLM (Tax))
  • Completion of the CICA In Depth Tax Course or similar course of study
  • 8+ years of experience in personal, estates and corporate tax gained through relevant accounting, legal or financial services experience
  • Strong tax and estate planning analytical skills and reasoning with expertise in the taxation of private companies and their shareholders, trusts and estate planning
  • Strong oral and written communication skills, and presentation skills
  • Ability to interpret and communicate technical and complex information in a manner that is clear, effective and appropriate for the intended audience
  • Previous experience in the Life Insurance or Financial Services industry considered an asset 
  • Expertise in the taxation of life insurance products considered an asset


Be your best at Canada Life- Apply today! The expected salary range for this position is from $78,600 - $137,900 annually. 


Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.


You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.


Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.


Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 


We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 


It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact


Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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