Associate Manager Product Taxation

Description:

Welcome to Canada Life!

Permanent Full Time

The key responsibility of the Associate Manager would be to proactively provide consultation, advice, analysis, and guidance on Canadian income taxation implications to policyholders and clients of products sold by the Canadian division (Individual Customer (IC)) and Group Customer (GC) business areas). The accountabilities of the position are outlined below.

What you will do

Be the initial contact for requests for assistance from IC and GC product design and pricing , marketing, client services, compliance, and tax reporting areas
Monitor, analyze and explain the impact on the taxation of our products and policyholders arising from new or revised administrative positions of the CRA or RQ, proposed or actual changes to tax legislation, changes to tax treaties and tax court decisions
Provide research for and consulting to Wealth and Insurance Solutions business areas on short and longer-term projects ensuring that products are designed to be tax effective for the policyholder and that the required tax administration and reporting requirements are identified and understood by the business
Review and provide feedback with respect to the income tax aspects of marketing articles and concepts, contract wording, applications, forms, information folder/simplified prospectus, product guides as well as illustrations and administration systems
Assist IC and GC compliance, legal or market conduct staff with taxation issues and questions that affect many polices, or that involve complex cases
Respond to questions asked by the strategic business units related to product development, marketing, administration, and tax reporting through a review of tax legislation, regulations, technical interpretations, court cases, administrative positions
Respond to tax questions from wholesalers and advisors about transactions and product tax impact considerations

What you will bring

Good knowledge of products; including but not limited to; individual life insurance, living benefits, annuities, segregated funds, mutual funds and registered products
Strong verbal and written communication skills
Experience and knowledge of Canadian income tax law as it relates to the products
Proven strong research skills including the ability to interpret, apply and articulate complex legislation to general or fact-based situations
Strong analytical and problem-solving skills including proven ability to demonstrate attention to detail and to ask the right questions in determining the actual problem before starting to work on a solution
Proven ability to work in a team environment and to develop relationships with both internal staff and external contacts
Ability to manage multiple tasks and work independently
University degree in a related field and recognized professional accounting or actuarial designation; or equivalent combination of education and experience

Salary Range:

Minimum: 61,900

Maximum: 114,500

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.

#LI-Hybrid

#IND!!

Requisition ID: 234

Category: Actuarial and Investments and Finance

Location: London, ON Toronto, ON Winnipeg, MB

Date: Jun 8, 2024

Jobs in London

Associate Manager Product Taxation