Wealth & Tax Planning Consultant (Bilingual Mandarin or Cantonese)

Job Title: Wealth & Tax Planning Consultant

Permanent Full Time

We are looking for a highly skilled and collaborative professional to join Canada Life as a Wealth & Tax Planning Consultant, operating within our Advanced and Large Case Services environment. This role supports top advisors and internal field partners by delivering sophisticated tax, estate, and insurance-based wealth planning solutions for complex, high-net-worth client situations. You will act as a trusted subject matter expert, helping advisors navigate advanced planning scenarios involving business owners, private corporations, estates, trusts, and tax-advantaged insurance strategies, while contributing to thought leadership and professional development across the field.

What You Will Do

Advanced Case & Advisor Support

• Provide advanced tax, estate, and wealth planning consultation to advisors and Regional Sales Managers (RSMs) on complex, large-case opportunities.
• Analyze sophisticated client scenarios, including business owner and private corporation planning, to develop tailored, actionable recommendations.
• Support the design and positioning of insurance-based and wealth solutions within holistic financial plans.

Tax & Estate Strategy

• Offer expert guidance on Canadian tax and estate planning strategies, including trusts, succession planning, shareholder issues, and insurance taxation.
• Interpret and apply tax legislation, regulatory guidance, and planning techniques to real-world client cases.

Subject Matter Expertise & Field Enablement

• Deliver technical education and professional development to advisors and internal partners on advanced tax, estate, and wealth planning topics.
• Contribute to the development of sales strategies and planning capabilities across the field organization.

Thought Leadership & Collaboration

• Create and contribute to technical content, including presentations, advanced planning articles, webinars, and case studies.
• Represent Canada Life through speaking engagements and engagement with industry and professional associations.
• Collaborate closely with Legal, Tax, Advanced Case, and Large Case Services teams to provide coordinated, high-quality support.

Continuous Learning

• Remain current on Canadian tax legislation, regulatory changes, and emerging trends in tax, estate, and insurance planning.

What You Will Bring

• Significant experience in financial services with a focus on advanced wealth, tax, or estate planning.
• Strong analytical and problem-solving skills applied to complex, non-routine client situations.
• Deep knowledge of Canadian taxation, estate planning, trust law, and insurance-based wealth solutions.
• Experience supporting high-net-worth clients and business owners is strongly preferred.
• Professional designation such as CPA, CFP, CLU, TEP, LLB, or LLM (Tax).
• Completion of advanced tax coursework (e.g., CICA In-Depth Tax Course) is an asset.
• Exceptional written and verbal communication skills, with the ability to translate complex technical concepts into clear, advisor-ready guidance.
• Strong presentation skills and comfort engaging with senior advisors and professional audiences.
• Ability to work collaboratively across teams in a fast-paced, consultative environment.
• Bilingual in Mandarin/Cantonese is a must-have.

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.

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.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer :

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.

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

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