Financial Planning Strategist
4 days ago
We're a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, renowned for our client-centric approach and entrepreneurial spirit. Our company, Ventum Financial Corp, offers unbiased investment solutions, professional management, and unparalleled service to investors seeking personalized financial planning advice.
About the Role:
As an Estate Planning Specialist, you will work directly with Investment Advisors to provide comprehensive financial planning advice and retirement projections to clients of Ventum Financial Corp. You will identify opportunities to generate revenue through the curation and successful sale of insurance products when a need is identified through a plan.
Key Responsibilities:
- Prepare simple projections and comprehensive financial plans for advisors' clients, providing recommendations on CPP/OAS payments, RIF conversions, tax rates, corporate details, and other essential factors.
- Provide insurance solutions to clients of Investment Advisors as part of Ventum Insurance Services Corp.
- Be an agent of record for orphaned life/health insurance products, ensuring seamless management and maintenance of client records.
- Curate and present personalized insurance plans to Investment Advisors, focusing on specific client needs and goals.
- Maintain accurate and up-to-date client records, tracking successes and informing clients about any changes affecting their finances.
- Cultivate and maintain long-term relationships with Investment Advisors and their clients, identifying opportunities for growth and revenue generation.
Requirements:
- University Degree and/or 7-10 years industry experience.
- FSRA life licensing in Ontario is required, with additional licenses in Quebec, Alberta, Saskatchewan, Manitoba, New Brunswick, and British Columbia being an asset.
- Advanced knowledge of life and health insurance products, including regulatory requirements across Canada.
- Strong communication and presentation skills, with the ability to work collaboratively and independently.
- Proficiency with wealth planning/projection software and administrative aspects of insurance applications and underwriting.
- The ability to travel up to 20% of the time to branches across the country.
About Us:
Ventum Financial Corp offers a competitive salary range of $80,000 - $120,000 per year, commensurate with experience. Our company culture fosters a diverse and inclusive environment, supporting professional growth and development.
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