Regional Insurance and Estate Specialist
2 weeks ago
We are seeking a highly skilled Regional Estate and Insurance Specialist to join our team at IG Wealth Management. As a key member of our team, you will be responsible for establishing relationships with consultants, identifying insurance opportunities, and developing proposals to present to clients.
Key Responsibilities- Establish relationships with consultants to partner on insurance expertise for HNW clients
- Identify clients and insurance opportunities with consultants
- Develop proposals and present solutions to clients
- Engage with consultants at RO events and clients at marketing events
- Liaise with Region Management to grow insurance sales and consultant growth opportunities
- Manage relationships with Insurance Partners' Advanced Sales departments
- Collaborate with Head Office on insurance and estate planning initiatives
- Strong leadership, sales, and relationship building skills
- Knowledge of industry conditions, trends, and competitor products
- Expert knowledge of insurance and estate planning principles
- Ability to run a successful practice virtually and travel throughout your area
- Strong customer service attitude and interpersonal skills
- Ability to work independently and in a team environment
- Well-developed negotiation and influencing skills
- Strong decision-making and problem-solving skills
- Holds applicable provincial licenses
IG Wealth Management is a leading wealth management company dedicated to helping individuals and families achieve their financial goals. We are committed to providing exceptional service and expertise to our clients.
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Regional Insurance and Estate Specialist
4 weeks ago
Saskatchewan, Canada IG Wealth Management Full timeJob Title: Regional Estate and Insurance SpecialistAbout the Role:We are seeking a highly skilled Regional Estate and Insurance Specialist to join our team at IG Wealth Management. As a key member of our team, you will be responsible for establishing relationships with consultants and identifying insurance opportunities to drive business growth.Key...
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Regional Insurance and Estate Specialist
4 weeks ago
Saskatchewan, Canada IG Wealth Management Full timeJob Title: Regional Estate and Insurance SpecialistAbout the Role:We are seeking a highly skilled Regional Estate and Insurance Specialist to join our team at IG Wealth Management. As a key member of our team, you will be responsible for establishing relationships with consultants and identifying insurance opportunities to drive business growth.Key...
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Regional Estate and Insurance Specialist
2 months ago
Saskatchewan, Canada IG Wealth Management Full timeAbout the RoleThis is an exciting opportunity to join IG Wealth Management as a Regional Estate and Insurance Specialist. As a key member of our team, you will be responsible for establishing relationships with consultants who want to partner with us to act as the insurance expert on their team for their high net worth clients.Key ResponsibilitiesIdentify...
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Regional Estate and Insurance Specialist
2 months ago
Saskatchewan, Canada IG Wealth Management Full timeAbout the RoleThis is an exciting opportunity to join IG Wealth Management as a Regional Estate and Insurance Specialist. As a key member of our team, you will be responsible for establishing relationships with consultants who want to partner with us to act as the insurance expert on their team for their high net worth clients.Key ResponsibilitiesIdentify...
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Saskatchewan, Canada IG Wealth Management Full timeKey ResponsibilitiesAs a Regional Estate and Insurance Specialist at IG Wealth Management, you will be responsible for establishing relationships with consultants who want to partner with you to act as the insurance expert on their team for their high net worth clients. You will identify clients and insurance opportunities together with the consultant,...
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Saskatchewan, Canada IG Wealth Management Full timeKey ResponsibilitiesAs a Regional Estate and Insurance Specialist at IG Wealth Management, you will be responsible for establishing relationships with consultants who want to partner with you to act as the insurance expert on their team for their high net worth clients. You will identify clients and insurance opportunities together with the consultant,...
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Regional Insurance and Estate Planning Advisor
4 weeks ago
Saskatchewan, Canada IG Wealth Management Full timeJob Title: Regional Estate and Insurance Specialist Key Responsibilities: Collaborate with financial consultants to act as the insurance authority for high-net-worth clientele. Recognize potential clients and assess insurance needs. Create tailored proposals and deliver solutions utilizing financial planning tools. Engage with consultants and clients...
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Regional Insurance and Estate Planning Advisor
2 months ago
Saskatchewan, Canada IG Wealth Management Full timeJob Title: Regional Estate and Insurance Specialist Key Responsibilities: Collaborate with financial consultants to act as the insurance authority for high-net-worth clientele. Recognize potential clients and assess insurance needs. Create tailored proposals and deliver solutions utilizing financial planning tools. Engage with consultants and clients...
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Insurance and Estate Planning Expert
4 weeks ago
Saskatchewan, Canada IG Wealth Management Full timeAbout the RoleThis is an exciting opportunity to join IG Wealth Management as a Regional Estate and Insurance Specialist. As a key member of our team, you will be responsible for establishing relationships with consultants who want to partner with us to act as the insurance expert on their team for their high net worth clients.Key ResponsibilitiesIdentify...
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Insurance and Estate Planning Expert
4 weeks ago
Saskatchewan, Canada IG Wealth Management Full timeAbout the RoleThis is an exciting opportunity to join IG Wealth Management as a Regional Estate and Insurance Specialist. As a key member of our team, you will be responsible for establishing relationships with consultants who want to partner with us to act as the insurance expert on their team for their high net worth clients.Key ResponsibilitiesIdentify...
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Insurance and Estate Planning Specialist
2 weeks ago
Saskatchewan, Canada IG Wealth Management Full timeKey Responsibilities:Develop and maintain relationships with consultants to act as the insurance expert on their team for HNW clients.Identify insurance opportunities with consultants and develop proposals to present to clients.Collaborate with Region Management to identify strategies for growing insurance sales and consultant growth opportunities.Manage key...
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Insurance Advisor Life, Health
4 weeks ago
Fort Saskatchewan, Alberta, Canada RBC Insurance Agency Ltd. Full timeJob Opportunity:We are seeking a highly motivated and experienced Life Insurance Professional to join our team at RBC Insurance Agency Ltd. as an Insurance Advisor Life, Health. As a key member of our team, you will be responsible for providing integrated life insurance planning and advice to our clients, helping them to achieve their financial goals and...
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Insurance Advisor Life, Health
4 weeks ago
Fort Saskatchewan, Alberta, Canada RBC Insurance Agency Ltd. Full timeJob Opportunity:We are seeking a highly motivated and experienced Life Insurance Professional to join our team at RBC Insurance Agency Ltd. as an Insurance Advisor Life, Health. As a key member of our team, you will be responsible for providing integrated life insurance planning and advice to our clients, helping them to achieve their financial goals and...
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Client Relationship Specialist
1 week ago
Saskatchewan, Canada Equitable Life of Canada Full timeJob Summary:We are seeking a highly skilled Client Relationship Specialist to join our team in the Western region. As a key member of our group, you will be responsible for managing the installation of new business, providing support to our Group Account Executives, and processing complex amendments and employee notices.Key Responsibilities:Manage the...
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Regional Sales Coordinator
2 months ago
Saskatchewan, Canada Patterson Companies, Inc. Full timeAbout the Role:Patterson Companies, Inc. is a leading distributor and manufacturer agent in the veterinary, agricultural, equine, and pet markets across Canada. We are seeking a highly motivated and experienced Territory Sales Manager to support and promote our marketing initiatives specific to the Production Animal division in the province of...
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Educational Support Specialist
7 days ago
Fort Saskatchewan, Alberta, Canada Elk Island Catholic Separate Regional Division No. 41 Full timeJob Title: Educational Support SpecialistJob Summary: We are seeking a highly skilled Educational Support Specialist to join our team at Elk Island Catholic Separate Regional Division No. 41. The successful candidate will provide support to our educational programs and work closely with our staff to ensure the best possible outcomes for our students.Key...
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Clinical Specialist
4 weeks ago
Saskatchewan, Canada Saskatchewan Cancer Agency Full timeClinical Specialist Opportunity in HematologyWe are seeking a highly skilled medical professional to join our team as a Clinical Specialist in Hematology at the Saskatchewan Cancer Agency. This position requires a strong background in clinical medicine, with a focus on hematology.Requirements:Advanced degree in medicine or a related fieldSpecialized training...
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Clinical Specialist
2 months ago
Saskatchewan, Canada Saskatchewan Cancer Agency Full timeClinical Specialist Opportunity in HematologyWe are seeking a highly skilled medical professional to join our team as a Clinical Specialist in Hematology at the Saskatchewan Cancer Agency. This position requires a strong background in clinical medicine, with a focus on hematology.Requirements:Advanced degree in medicine or a related fieldSpecialized training...
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Mortgage Specialist
5 months ago
Fort Saskatchewan, Canada BMO Financial Group Full time8725 94th Street Fort Saskatchewan Alberta,T8L 4P7 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes...
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Hematology Specialist
1 month ago
Saskatchewan, Canada Saskatchewan Cancer Agency Full timeAbout the RoleWe are seeking a highly skilled Hematology Specialist to join our team at the Saskatchewan Cancer Agency.Key ResponsibilitiesHold a degree in medicine, dentistry, veterinary medicine, or optometryHave experience in the field, with specialty residency training and certification from the Royal College of Physicians and Surgeons of CanadaBe...