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Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Gabriel-de-Brandon, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
M
Manager, Tax
Mecka
Remote, Canada
- $135,000 to $155,000 USD / year
- Full-time
- Remote
Business judgment: You turn complex tax rules and advisor memos into clear decisions and next steps for teams outside finance.
Added 2 hours ago
M
Manager, Tax
Mecka.ai
Richmond Hill, ON
- $135,000 to $155,000 USD / year
- Full-time
Business judgment: You turn complex tax rules and advisor memos into clear decisions and next steps for teams outside finance.
Added 3 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Modernizing the global finance operating model through standardization, simplification, automation, and continuous improvement.
Added 7 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 7 hours ago
NB
Senior Advisor, Digital Assets
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor within the Strategy, Data and Performance team at National Bank means acting as a key contributor to the development and evolution of Digital Assets…
Added 7 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 7 hours ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 9 hours ago
VF
Member Advisor (Orchard Plaza Branch)
Valley First
Kelowna, BC
- $46,900 to $50,200 USD / year
- Full-time
We are currently seeking a Member Advisor to join our team in Kelowna. The Orchard Plaza branch is open to support our members Monday through Saturday.
Added 9 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Modernizing the global finance operating model through standardization, simplification, automation, and continuous improvement.
Added 10 hours ago
NB
Banking Advisor
National Bank of Canada
Granby, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Nicolet, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 hours ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
Serve as a role model and advisor, elevating customer centricity, inclusive design and design maturity across the organization
Added 11 hours ago
Member Advisor (Orchard Plaza Branch)
First West
Kelowna, BC
We are currently seeking a Member Advisor to join our team in Kelowna. The Orchard Plaza branch is open to support our members Monday through Saturday.
Added 14 hours ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
This role will serve as a key advisor to the Senior Director, Campus Engagement acting as their representative when required and acting as Senior Director in the incumbent's absence.
Added 14 hours ago
D
Senior Advisor, Operational risks
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis…
Added 15 hours ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
✅ Someone who thinks like an advisor, not just processes tasks
Added 15 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Modernizing the global finance operating model through standardization, simplification, automation, and continuous improvement.
Added 15 hours ago
Fixed Operations Manager - Toyota Northshore
The Jim Pattison Auto Group
North Vancouver, BC
Partner with sales and finance departments to ensure a seamless customer journey from vehicle delivery through long-term service ownership.
Added 16 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 16 hours ago
NB
Banking Advisor
National Bank of Canada
Kitchener, ON
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 16 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 16 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 17 hours ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required.
Added 17 hours ago
M
Tax Operations Representative
Manulife
Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
Reporting to the Manager of Tax Operations, the incumbent of the position is primarily responsible for handling advisor and customer interactions - including both outbound calls and…

Manulife

Tax Operations Representative

Waterloo, ON, Canada
Montreal, QC, Canada
Halifax, NS, Canada

$51,975.00 CAD - $86,625.00 CAD · Full-time

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Job details

Pay: $51,975.00 CAD - $86,625.00 CAD
Job type: Full-time
Posting language: English
Posted: Oct 28, 2026

Original job description

The Tax Operation team is seeking a Bilingual Tax Operations Representative to join our dynamic team. The ideal candidate will thrive in a fast-paced environment, possess strong technical abilities, and demonstrate agility in handling customer inquiries. Our team values empathy and seeks individuals who are passionate about helping others. We believe in empowering employees to take initiative and grow within the company.

In our operations team, we love working together and learning from each other, all while serving customers with the highest level of dedication. That's why this role is a mix of in-office and remote work, with team members in the office on Tuesdays through Thursdays. This hybrid model not only supports work-life balance but also fosters collaboration and innovation, which are essential as we strive to grow the business.

Reporting to the Manager of Tax Operations, the incumbent of the position is primarily responsible for handling advisor and customer interactions - including both outbound calls and incoming inquiries - for transactions relating to individual insurance taxation with varying levels of complexity.

Position Responsibilities:

This role will be collaborating with various individuals within the tax team and internal stakeholders across Manulife. The role will involve a variety of tasks and functions including:

Provide exceptional customer service to policyholders, agents, and other collaborators in both French and English languages through outbound calls and emails.
Respond to customer inquiries, assess issues, and deliver detailed, proactive solutions.
Meet daily service level agreements with high accuracy.
Demonstrate emotional intelligence and understanding in all interactions to build positive relationships with customers and advisors.
Contribute to the success of the Tax team by supporting additional tasks and initiatives as assigned.

Required Qualifications:

Proven experience working in a fast-paced customer service environment. A minimum of 3 years of experience in a similar role is preferred.
Self-started with ability to work with minimal direct supervision.
Strong technical skills and ability to navigate multiple computer systems and software applications.
Ability to learn and understand basic Tax concepts.
Ability to shift quickly and adapt to change.
Ability to work in a fast-paced environment.
Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Preferred Qualifications:

Ability to learn new software/system applications quickly
Demonstrates initiative, attention to detail, and decision-making skills
Strong interpersonal skills and verbal and written communication skills
Solid problem-solving skills
Ability to respond positively and constructively to challenges and opportunities
Organizational skills and ability to multitask
Consistently responds to challenges and opportunities in a positive and productive manner
Proficient in Excel (ability to do Pivot tables, VLOOKUPs, sorting and handling large amounts of data)
Consistently meet or exceed productivity, quality and service standard objectives.
Multi-task and prioritize daily to maintain workload and to address urgent/rush cases.
The versatility to do many different types of work within the business area.
Consistent demonstration of flexibility and adaptability in a rapidly changing environment.
Confidently communicate (written or phone) with internal, external clients, sponsors, agents and brokers in a courteous and professional manner
Routinely demonstrate ownership and accountability of all re‐quests in a proactive rather than reactive manner.

When you join our team:

We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

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 Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Referenced Salary Location

CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve Ouest

Working Arrangement

Hybrid

Salary range is expected to be between

$51,975.00 CAD - $86,625.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

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More about this job

Responsibilities

The incumbent is responsible for handling advisor and customer interactions regarding individual insurance taxation through outbound calls and emails. They must provide proactive solutions, meet service level agreements, and collaborate with internal stakeholders to ensure high-quality service.

Requirements

Candidates should have at least 3 years of experience in a fast-paced customer service environment and be fully bilingual in French and English. Proficiency in computer systems and the ability to learn tax concepts quickly are essential for this role.

Skills

Customer service
Bilingualism
Taxation knowledge
Technical skills
Problem-solving
Emotional intelligence
Communication
Excel
Pivot tables
VLOOKUP
Multitasking
Adaptability
Attention to detail
Decision-making
Accountability
Interpersonal skills

Benefits

Health insurance
Dental insurance
Mental health support
Vision insurance
Short-term disability
Long-term disability
Life insurance
AD&D insurance
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans
Pension plan
Global share ownership plan
Paid time off
Statutory leaves of absence

Visa sponsorship

Not detected in the job text

Keywords

Tax Operations
Insurance Taxation
Customer Service
Bilingual
Hybrid Work
Excel
Pivot Tables
VLOOKUP
Data Analysis
Financial Services
Stakeholder Management
Service Level Agreements
Emotional Intelligence
Problem Solving
Accountability
Multitasking
Adaptability
Communication Skills
Individual Insurance
Manulife
John Hancock

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