• Wealth & Tax Planning Consultant

    Job Location CA-BC-Vancouver
    Posted Date 1 month ago(7/17/2018 2:41 PM)
    Job ID
    Great West Life
    Job Category
    Job Type
    Full Time
    Job Industry
    Accounting and Auditing Services, Financial Services and Banking, Insurance, Legal
    Career Level
    Years of Experience
    Posted End Date
  • Job Description

    Tired of docketing? Billable hours? Looking to apply your talents, work in a flexible environment and have work-life balance?


    If so, an opportunity awaits for you. We are looking for a successful candidate to join our team in Vancouver. As a member of our national Wealth and Estate Planning Group, you will support and consult with financial advisors in the life insurance, segregated funds and living benefits industry to assist their clients and their client’s tax professionals. You will 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.

    Desired skills and experience

    • Chartered accountant or lawyer
    •  A minimum of 3-5 years Income Tax experience (including owner manager and estate planning and completion of the CICA In Depth Income Tax course)
    • A supplemental designation of CLU, TEP, CFP is an asset
    • A strong working knowledge of tax and estate planning for individuals and small business owners
    • A strong working knowledge of the taxation of trusts, estates and private corporations
    • Have a flair for marketing and entrepreneurial instincts
    • Possess good communication skills, strong presentation skills and a strong aptitude for transforming technical/informational presentations into an easily understood manner
    • Ability to travel throughout an assigned region using your own means of transportation


    Perks of working with us

    • A competitive retirement pension plan, stock purchase plan and compensation package
    • A place to grow your career within a major global organization and one of Canada’s top 100 employers
    • The opportunity to work in partnership with multiple stakeholders
    • A flexible, collaborative and dynamic working environment


     Discover your opportunity….Apply today!


    Great West Life offers competitive compensation, great benefits such as medical, dental, life insurance, wellness account and personal days. If you’d like to join our team submit your information online and introduce yourself.


    Together Great-West Life, London Life and Canada Life serve 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.



    Great-West Lifeco would like to thank all applicants, however only those who qualify for an interview will be contacted.




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