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Insurance and Estate Planning Consultant
3 months ago
Location: Flexible
IGM Financial Inc. stands as one of Canada's premier diversified wealth and asset management firms, managing approximately $271 billion in total assets. The organization offers a comprehensive array 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.
With a unique business model that leverages leading brands and a multi-channel distribution strategy, IG Wealth Management has established itself as a respected entity in the industry for over 90 years. We pride ourselves on delivering exceptional advice, experiences, and outcomes tailored to our clients throughout their financial journeys.
At IG Wealth Management, our mission is to foster financial confidence among our clients.
This position presents an opportunity to cultivate a rewarding career within a leading organization that prioritizes 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 also emphasizing physical and mental wellness.
As part of our team, you will contribute to our belief that our success is intrinsically linked to the success of our clients. We work collaboratively to unlock our full potential and strive for excellence while sharing knowledge and skills. You will have the chance to make a meaningful impact on our clients and the broader community, all within a supportive team environment. We are dedicated to providing a hybrid work setting when applicable.
IG Wealth Management champions diversity and inclusivity in the workplace, actively seeking a representative workforce. We encourage applications from all qualified individuals who reflect the rich diversity present across Canada, including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community members, gender-diverse and neurodiverse individuals, and anyone who can contribute to the diversification of ideas.
Role Overview:
The Insurance and Estate Planning Specialist (IEPS) is tasked with delivering tailored insurance solutions that align with the needs of IG Wealth Management clients. Collaborating closely with IG advisors, the IEPS formulates and executes advanced strategies for wealth preservation, retirement income enhancement, estate distribution and transfer, charitable contributions, business succession, and living benefits, including critical illness insurance and disability income protection. A competitive base salary and benefits package, along with performance-based compensation, are offered.
The IEPS leverages their expertise in insurance and estate planning to enhance clients' financial strategies. Utilizing leading financial planning software, they translate complex concepts into actionable plans. Through a proactive approach, the IEPS identifies opportunities to collaborate with advisors and clients.
Key Responsibilities:
- Build relationships with consultants who seek to collaborate and leverage your expertise in insurance for their high-net-worth clients.
- Identify potential clients and insurance opportunities in partnership with consultants.
- Develop 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 increasing insurance sales and consultant growth opportunities.
- 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 conditions, trends, and competitor products and pricing.
- Expertise in insurance and estate planning principles, financial services, and tax regulations.
- Capability to manage a successful practice virtually and travel within your designated area using personal transportation.
- Strong customer service orientation with excellent interpersonal skills.
- Ability to work autonomously and collaboratively in both French and English.
- Well-developed negotiation and influencing abilities.
- Strong decision-making and problem-solving capabilities.
- Possession of applicable provincial licenses.
We appreciate all applicants for their interest 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.
