Estate and Insurance Planner

2 weeks ago

Vancouver, British Columbia, Canada Odlum Brown Full time

ODLUM BROWN FINANCIAL SERVICES LIMITED

Estate and Insurance Planner - Vancouver

FIRM OVERVIEW
Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) that
provides retirement and estate planning, tax planning and insurance products exclusively to Odlum Brown clients.

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent,
full-service investment firm for 100 years. Wholly owned by its team members, the firm continues its tradition of
leadership in the financial community as one of BC's most respected investment firms.

We are honoured to be nationally recognized as one of Canada's Best Managed Companies and one of Canada's
Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team
members, clients and communities.

CULTURE AND VALUES
Guided by a set of timeless core values - Clients First, People, Accountability, Independence, Integrity and
Community - we are very proud of the vibrant culture that we have built and sustained for many years. These values

are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.


PEOPLE
We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers,
musicians, yogis, world travelers and every other variety of person you can imagine. You will work with really
interesting people and make great friends, too.

COMMUNITY
We are serious about supporting the communities where we live and work. A recipient of a Canada's Volunteer
Award from the Government of Canada, we are committed in heart and mind to everything we do in the community,
and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT
Continuous learning matters. We are committed to providing career-long support for learning and growth.***
THE OPPORTUNITY

We have an opportunity for an Estate and Insurance Planner to join our award-winning firm in the Vancouver

office.
Reporting to the Vice President, Financial Services, you will work in a team environment to serve our clients in the
areas of insurance and financial planning. You will be responsible for providing information to Investment Advisors
and their clients on a variety of insurance-related topics and demonstrate an ability to match appropriate insurance
solutions and products to client needs.

ODLUM BROWN FINANCIAL SERVICES LIMITED
As an insurance professional, you are able to communicate and provide insurance solutions to support clients at
different life stages across family, professional and business markets. You are experienced and proficient with current
insurance industry trends, products and regulatory requirements and are well versed in navigating insurance
underwriting. You can also recognize and clearly communicate emerging industry and product developments.

RESPONSIBILITIES

  • Provide insurance services to a wide range of internal and external clients
  • Present and communicate a variety of insurance topics and solutions to those in the family market, as well as
- to professionals, executives and business owners.
  • Communicate complex insurance strategies in a clientfriendly manner
  • Provide advice pertaining to industry best practices, current offerings and legacy products
  • Support Investment Advisors and client inquiries
  • Guide and develop insurance support team members in daytoday activities
  • Create and present educational seminars
  • Contribute to monthly newsletter and ongoing advisor education

PROFESSIONAL QUALIFICATIONS AND EXPERIENCE

  • Life, Accident and Sickness Licensed with a minimum 5 years' industry experience
  • Knowledgeable and proficient with advanced insurance concepts and marketbased sales practices
  • CERTIFIED FINANCIAL PANNER (CFP) designation required
  • Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS) designations would be an

- asset
  • Experience with financial planning software is an asset

COMPETENCIES AND PERSONAL ATTRIBUTES

  • Proven history of serving clients in a professional services environment
  • Experience identifying the areas of insurance risk to overall financial goals
  • Experience appropriately assessing client needs and articulating possible insurancebased solutions
  • Proficient in industry product offerings in the areas of: Life Insurance, Disability Insurance, Critical Illness,
  • Long-Term Care Insurance, Payout Annuities and Segregated Funds
  • Experience presenting to internal and external clients
  • A team player with a proven track record of building trusting and productive relationships with colleagues

- and clients alike
  • Client service focused committed to exceeding client expectations
  • Selfmotivated with a clear vision of what is required to be part of a highperformance team
At 100 years young, our team is growing

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