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Legal Community Specialist

1 month ago

Vancouver BC, Canada Quantum Management Services Ltd. Full time

Position: Estate Planning Specialist Location: Job Type: Permanent

Our client, a leader in the financial industry, is seeking an Estate Planning Specialist (EPS) to join their team on a hybrid basis in their downtown Vancouver office In this position you will be responsible for collaborating with Investment Advisors to deliver comprehensive financial planning, retirement projections, and personalized insurance solutions. This role requires expertise in financial planning, wealth preservation, and insurance products to drive new business opportunities while maintaining high standards of client service and compliance.

Provide recommendations on CPP/OAS payments, RIF conversions, tax strategies, and corporate details.
- Serve as the agent of record for orphaned insurance policies, ensuring proper client file maintenance.
- Apply advanced estate planning strategies, including corporate integrations and cross-border considerations.
- Offer mentorship and maintain expertise in financial planning trends, risk management, and regulatory requirements.
- Support the servicing of existing insurance policies and establish a streamlined system for follow-up and client updates.
- FSRA life licensing in British Columbia (additional provincial licensing is an asset).
- CLU or tax-related designations are a plus.
- Advanced knowledge of life and health insurance products, taxation, and estate planning.
- Proficiency in financial planning software and insurance underwriting processes.
- Willingness to travel up to 20% of the time and work onsite two days a week when not traveling.

REFER A PERM HIRE AND EARN UP TO $1,000 OUR VIRTUAL DOORS ARE OPEN We’re also bringing the interviews to you by various web applications, virtually