Bilingual Director Tax, Retirement & Estate Planning

September 5, 2025

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Job Description

Description

2 days ago Be among the first 25 applicants

This range is provided by Empire Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$114,100.00/yr – CA$193,600.00/yr

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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.

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.

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

  • 5+ years work experience in a senior role with people leadership in sales and marketing
  • Bilingualism in French & English is required
  • Experience in the insurance 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
  • 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
  • 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: