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Permanent Full Time 


We are looking for a results-driven professional to join our Wealth Sales Enablement team as Director, Tax and Estate Planning. This role acts as an expert resource for our sales team and for advisors, staying abreast of current trends and concepts in the tax planning landscape with an aim to deliver ideas and concepts that can better the financial situations of Canadians.

The Director, Tax and Estate Planning contributes to Canada Life’s wealth value proposition in the affluent market space by providing thought leadership on tax legislation, educating our sales team and advisors on tax and estate planning strategies, engaging in case consultation and by providing relevant content and subject matter expertise to our internal business partners.

What you will do

  • Partner with our sales team to provide guidance on tax planning concepts to drive deeper value with advisors.
  • Direct in-person consultation with advisors to discuss planning opportunities, specific situations, application of concept and product selection with an estate planning, business planning and tax efficiency lens for specific client scenarios.
  • Mastery of legislation – Understanding the Income Tax Act, Estate planning, Federal Budget and other sources with a view to capture, update and include in everything we do.
  • Discussion and creation of concepts, strategies, product application relating to tax and estate planning – articles, case studies, podcasts, and presentations.
  • Keynote speaker delivering Canada Life’s view on the tax and estate planning landscape and ideas and concepts to drive client value to financial advisor audiences.
  • This role will require travel within and occasionally outside of Canada.

What you will bring

  • Completion of a professional accounting designation (CA or CPA)
  • TEP, CFP designations are considered an asset
  • Minimum of 10 years of experience in financial services with a specialization in tax planning
  • Demonstrated track record of success communicating complex concepts, business structures and tax and estate planning strategies
  • Must be a resourceful and strategic thinker who is able to handle the high demand and different priorities across multiple stakeholders.
  • Ability to guide advisors and their clients towards powerful decisions, and have the discipline and follow through to ensure the implementation is carried out
  • Ability to leverage your experience and expertise to build credibility and trust with advisors
  • Exceptional interpersonal, presentation and coaching skills with an engaging leadership style
  • Driven towards high achievement in a fast-paced and results-oriented environment
  • Bilingual (French or Mandarin) is considered an asset

The base salary for this position is between $99,800- $166,300 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

For student opportunities only

For our student opportunities, the base salary will be dependent on the number of work terms you have completed along with other factors depending on your program. 

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

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 talentacquisitioncanada@canadalife.com.

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

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Confirmed 19 hours ago. Posted 14 days ago.

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