Full-Time Wealth and Tax Planning Consultant
Job Description
We’re looking for a Wealth & Tax Planning Consultant with insurance business savvy and charismatic gusto to play an integral role with the Great-West Life Product Solutions Centre team. In this fast-paced, results-driven environment, it’s go time for you as you provide insight into income tax, estate, and business planning as it relates to life insurance opportunities with business owners, professionals and high net worth clients. You’ll expand and multiply the acquisition of life insurance business by working with a short list of top advisors in our Freedom 55 Financial, Wealth and Insurance Solutions Enterprise, Managing General Agencies and National Accounts- some of the finest in the business. Our product shelf is robust, dependable and effective and we’re looking to you to show case to advisors the power behind our solutions.
To start:
- Your experience is rock solid, with a 3-5 year focus on income tax and 5-7 years experience in business consulting in a public accounting office or private legal practice. But you’re not content to carry the bag anymore. And you’re not satisfied with good — you insist on leading the way. As a life insurance expert and relationship manager, you’ll join a proprietary insurance team that commands industry respect, defines success by growth and is generously rewarded with compensation and benefits.
- You’re an authority on life insurance products, sales concepts, the insurance industry and applicable legislation. You understand tax and estate planning related to life insurance solutions as if you wrote the book.
- With your credibility and expertise, you’re ready to lead, inspire and set the agenda. You’ve got a team eager for a motivational leader, and you’ll be supported with proven processes, product solutions, strategies and technical support.
Where you’ll really shine:
You’re creative and disciplined. You recognize you’re on your own — there’s no activity if you don’t self-generate.
Your base is Ottawa but your real office is wherever your advisors need you—within the greater Ottawa area. Your day runs the gamut from researching trends and business growth to sharing actionable ideas.
You thrive because you get personal satisfaction that comes from helping others succeed. Your mentoring nature is part of your DNA, and you appreciate the key role you play in helping Canadians reach their goals and dreams.
If you believe you’ve got what it takes, and want to make a difference, we want to hear from you.
Desired skills and experience
- Chartered accountant or lawyer
- 3-5 years Income Tax experience (including owner manager and estate planning and completion of the CICA In Depth Income Tax course)
- 5-7 years experience in business consulting in a public accounting office or private legal practice
- Advanced understanding of tax and estate planning principles related to life insurance and living benefits solutions
- Experience supporting advisors in a variety of channels including Managing general agencies and National accounts would be an asset
- Strong leadership, sales and relationship-building skills
- Ability to travel throughout an assigned region using your own means of transportation
How to Apply
Apply through company website: https://gwlcareers-greatwestlife.icims.com/jobs/search?pr=0844 total views, 1 today
