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Sr. Consultant

Req. #:  13770
Department: Retail Markets - Sales-Eastern
Location: Montreal, QC CA
Job Status: Permanent Full-time
Grade:  08
Category: Sales

As a source of pertinent tax information, the incumbent will promote case consultation featuring the use of Standard Life's products.   He will work closely with the Senior Consultants, Management and our Advisors to develop sales concepts and ideas to further influence sales. The Tax Advisor will support retail products concepts and special initiatives.   More specifically, he will:

  • Provide case design and case consultation to Brokers and General Agents which includes understanding the range of alternative solutions that can be implemented through the purchase of our products.
  • Design and deliver regional advances sales seminars to educate producers on estate planning, retirement planning and the variety of finding methodologies available for each.
  • Develop regional bulletins that will be distributed to local producers.
  • Keep informed of changes within the industry with regards to income tax changes.
  • Produce Publications for Retail Markets.
  • Assist in the Review of tax content of marketing and other materials.


  • 15 years experience in Accounting, Tax and/or Estate Planning.
  • LL.B, CA, or FCIA designation.
  • University education in business, accounting, economics, finance or any other relevant degree.
  • A Master’s degree in taxation, a stock broker certification or a CFP title are all assets. 
  • Detail knowledge of the Tax Act.
  • Understanding of Industry and market trends.
  • Proficiency in sales.
  • Experienced facilitator.
  • Entrepreneurial mindset.
  • Spoken and written French and English.
  • 30% to 40% travelling (Quebec and Maritimes).


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The personal information gathered on this website is considered strictly confidential and will be used exclusively for recruitment purposes by the Human Resources department at The Standard Life Assurance Company of Canada. Under no circumstances will this information be used for other purposes or forwarded to a third party without the candidate’s authorization.

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