Estate and Insurance Planning Consultant

4 weeks ago

Saskatoon, Saskatchewan, Canada IG Wealth Management Full time

Location: Remote

IGM Financial Inc. stands as one of Canada's premier diversified wealth and asset management firms, overseeing approximately $271 billion in total assets. The organization offers a comprehensive suite of financial planning and investment management services aimed at assisting over two million Canadians in achieving their financial aspirations. Its operations are primarily conducted through IG Wealth Management and Mackenzie Investments.

At IG Wealth Management, we pride ourselves on a unique business model characterized by leading brands and a multi-channel distribution strategy. With over 90 years of experience, we have established ourselves as one of the most respected firms in Canada, committed to delivering exceptional advice, experiences, and outcomes tailored to our clients' needs throughout their financial journeys.

Our vision at IG Wealth Management is to foster financial confidence among our clients.

This role presents an opportunity to cultivate a career within a leading organization that emphasizes professional and personal growth. We are honored to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc. for our commitment to empowering employees with the necessary tools to thrive in a remote work environment, while prioritizing physical and mental wellness.

As part of our team, you will contribute to our collective success, which begins with the success of our clients. We are dedicated to excellence and the sharing of skills and knowledge, making a meaningful impact on our clients and the community. Our commitment includes offering a hybrid work environment where applicable.

IG Wealth Management champions diversity and inclusivity in the workplace. We encourage applications from all qualified candidates representing the rich diversity of Canada, including racialized individuals, women, Indigenous peoples, persons with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, as well as those who can contribute to the diversification of ideas.

Position Overview:

The Insurance and Estate Planning Specialist (IEPS) plays a crucial role in delivering tailored insurance solutions that align with the needs of IG Wealth Management clients. Collaborating closely with IG advisors, the IEPS develops and implements sophisticated strategies for wealth preservation, retirement income enhancement, estate distribution, charitable contributions, business succession, and living benefits, including critical illness and disability income protection. A competitive base salary and benefits package, along with performance-based compensation, are provided.

Utilizing their expertise in insurance and estate planning, the IEPS optimizes clients' financial strategies. They leverage advanced financial planning software to translate complex concepts into understandable terms. Through a proactive approach, the IEPS identifies opportunities for collaboration with advisors and clients.

Key Responsibilities:

  • Build relationships with consultants who seek to collaborate and utilize your expertise for their high-net-worth clients.
  • Identify clients and insurance opportunities in partnership with consultants.
  • Create proposals, model scenarios in proprietary financial planning software, and present solutions to clients.
  • Engage consultants at regional events and clients at marketing functions.
  • Work with Regional Management to devise strategies for enhancing insurance sales and consultant growth.
  • Manage and nurture key relationships with our Insurance Partners' Advanced Sales departments.
  • Collaborate with Head Office on insurance and estate planning initiatives for the field.

Qualifications:

  • Demonstrated leadership, sales, and relationship-building skills with the ability to execute a personal business plan.
  • In-depth knowledge of industry trends, competitor products, and pricing.
  • Expertise in insurance and estate planning principles, financial services, and tax regulations.
  • Ability to operate a successful practice virtually and travel within your designated area using personal transportation.
  • Strong customer service orientation with excellent interpersonal skills.
  • Capacity to work independently and collaboratively in both French and English.
  • Well-developed negotiation and influencing capabilities.
  • Strong decision-making and problem-solving abilities.
  • Possession of applicable provincial licenses.

We appreciate the interest of all applicants in IG Wealth Management; however, only those selected for an interview will be contacted.

IG Wealth Management is committed to providing an accessible recruitment experience. If you require accommodations or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will assist you in meeting your needs.


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