Estate Planning Strategist

24 hours ago


Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time
Job Overview

Quantum Management Services Ltd. is seeking an Estate Planning Strategist to join their team in Vancouver, BC.



  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Company OverviewQuantum Management Services Ltd. is a leading financial services company seeking an experienced Estate Planning Strategist to join their team in Vancouver.


  • Vancouver, British Columbia, Canada TalentSphere Staffing Solutions Full time

    Job SummaryTalentSphere Staffing Solutions seeks an experienced Real Estate Development Strategist to lead our development projects. This role requires a seasoned professional with a strong background in real estate development, project management, and stakeholder engagement.


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Job Title: Estate Planning SpecialistWe are seeking an experienced Estate Planning Specialist to join our team at Quantum Management Services Ltd. in Vancouver, BC.About the Role:This is a permanent position that requires collaboration with Investment Advisors to deliver comprehensive financial planning, retirement projections, and personalized insurance...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    About Our ClientWe are seeking an experienced Financial Planning Strategist to join our team in Vancouver, BC. In this role, you will collaborate with Investment Advisors to deliver comprehensive financial planning and retirement projections.Key ResponsibilitiesDevelop personalized financial plans tailored to client needs.Provide recommendations on CPP/OAS...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    About the RoleWe are seeking an experienced Estate Planning Specialist to join our team in Vancouver, BC. As an EPS, you will work collaboratively with Investment Advisors to deliver comprehensive financial planning and personalized insurance solutions.


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Job OverviewWe are seeking an experienced Estate Planning Specialist to join our team on a hybrid basis in Vancouver, BC. As an Estate Planning Specialist, you will collaborate with Investment Advisors to deliver comprehensive financial planning, retirement projections, and personalized insurance solutions.About the RoleThis is a permanent position that...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Job SummaryWe are seeking an Estate Planning Specialist to join our team at Quantum Management Services Ltd. in downtown Vancouver on a hybrid basis. As an Estate Planning Specialist, you will collaborate with Investment Advisors to deliver comprehensive financial planning and personalized insurance solutions.About UsOur client is a leader in the financial...


  • Vancouver, British Columbia, Canada Ventum Financial Corp Full time

    Unlock Your Potential as a Financial Planning Strategist at Ventum Financial CorpWe'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...


  • Vancouver, British Columbia, Canada Westcoast Wills & Estates Full time

    Westcoast Wills & Estates is a unique law firm with four locations in North Vancouver. We specialize in comprehensive estate and incapacity planning, assisting executors with probate applications and advice, and corporate law.We offer flexible meeting times, personal and caring professional service, mobile service, competitive rates, and also donate 1% of...


  • Vancouver, British Columbia, Canada Westcoast Wills & Estates Full time

    We're seeking a skilled Wills and Estates Lawyer to join our team at Westcoast Wills & Estates, a unique law firm with multiple locations across Metro Vancouver.As a key member of our team, you'll provide exceptional customer service and expert guidance on comprehensive estate and incapacity planning services, including probate applications and advice for...


  • Vancouver, British Columbia, Canada RecruitPod Canada Inc. Full time

    Job OverviewWe are seeking a detail-oriented Paralegal to support our Estate team at RecruitPod Canada Inc. The ideal candidate will provide essential assistance, maintain organized legal files, and aid in various tasks.Key ResponsibilitiesInterpret and apply relevant legislation, including the Wills, Estates and Succession Act, Estate Administration Act,...


  • Vancouver, British Columbia, Canada City of Vancouver Full time

    OverviewThe City of Vancouver seeks a skilled Urban Planning Strategist to join our Planning, Urban Design and Sustainability Department. Located on the traditional lands of the xwməθkwəy̓əm, Sḵwx̱wú7mesh and səlilwətaɬ peoples, our city is committed to becoming a model for reconciliation, sustainability, and equity.Salary InformationThis...


  • Vancouver, British Columbia, Canada Westcoast Wills & Estates Full time

    Located in North Vancouver, Westcoast Wills & Estates offers a unique opportunity for a Wills and Estates Lawyer to join our team. With four locations across the Lower Mainland, we specialize in estate and incapacity planning, probate applications, and corporate law.As a full-time salaried lawyer at Westcoast Wills & Estates, you will be responsible for...


  • Vancouver, British Columbia, Canada Westcoast Wills & Estates Full time

    Location: North Vancouver, Squamish, Burnaby, and West BroadwayAbout Us:Westcoast Wills & Estates is a unique law firm with a focus on comprehensive estate and incapacity planning. We pride ourselves on providing exceptional customer service and peace of mind through properly structured companies, Wills, Trusts, Powers of Attorney, and Representation...


  • Vancouver, British Columbia, Canada Westcoast Wills & Estates Full time

    Company OverviewWe are a reputable law firm with multiple locations, specializing in comprehensive estate and incapacity planning. Our team provides exceptional customer service and peace of mind through properly structured companies, wills, trusts, powers of attorney, and representation agreements.SalaryThis is a full-time, salaried position with an...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    **Job Summary:**We are seeking an experienced Estate Wealth Manager to join our team at Quantum Management Services Ltd. in Vancouver, BC.This is a permanent position that requires expertise in financial planning, wealth preservation, and insurance products to deliver comprehensive solutions for clients.Key Responsibilities:Create tailored financial plans...


  • Vancouver, British Columbia, Canada Westcoast Wills & Estates Full time

    Unique Opportunity for LawyersWe are seeking a skilled Wills and Estates Lawyer to join our team at Westcoast Wills & Estates. As a lawyer, you will have the opportunity to work with clients to provide comprehensive estate and incapacity planning services, assisting them with probate applications and advice.About UsWestcoast Wills & Estates is a leading law...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Job OverviewWe are seeking a seasoned Estate Planning Specialist to join our team at Quantum Management Services Ltd. in Vancouver, BC. As an expert in financial planning and wealth management, you will be responsible for collaborating with Investment Advisors to deliver comprehensive financial solutions.Key Responsibilities:- Prepare tailored financial...


  • Vancouver, British Columbia, Canada ZSA Legal Recruitment Full time

    We are seeking an experienced senior lawyer to join our team in Vancouver as a leader in Estate Planning and trusts. As the senior lawyer, you will be responsible for taking on complex matters and mentoring junior lawyers already part of the group.Job SummaryThis is a leadership role within our firm, requiring a strong background in Estate Planning and...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Company OverviewQuantum Management Services Ltd., a leader in the financial industry, is seeking an Estate Planning Specialist (EPS) to join their team in downtown Vancouver.Job SummaryWe are looking for a skilled Estate Planning Specialist to collaborate with Investment Advisors and deliver comprehensive financial planning, retirement projections, and...