Regional Insurance and Estate Planning Specialist
2 months ago
As 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, develop proposals, model solutions in our proprietary financial planning software, and present the solution to the client. You will also actively engage with consultants at regional events and clients at marketing events, and liaise with region management to identify strategies to grow insurance sales and consultant growth opportunities.
RequirementsTo succeed in this role, you will need strong leadership, sales, and relationship-building skills, as well as the ability to execute on your own business plan. You will also require knowledge and understanding of industry conditions and trends, competitor products and pricing, and expert knowledge of insurance and estate planning principles, financial services, and tax laws. Additionally, you will need to be able to run a successful practice virtually and travel throughout your area using your own means of transportation, and possess strong customer service skills, negotiation and influencing skills, and decision-making and problem-solving skills. You will also need to hold applicable provincial licenses.
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Regional Insurance and Estate Specialist
2 months 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
1 month 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 Planning Advisor
1 month 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
3 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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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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Regional Insurance and Estate Specialist
4 weeks ago
Saskatchewan, Canada IG Wealth Management Full timeJob SummaryWe 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 ResponsibilitiesEstablish relationships with...
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Regional Insurance and Estate Specialist
4 weeks ago
Saskatchewan, Canada IG Wealth Management Full timeJob SummaryWe 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 ResponsibilitiesEstablish relationships with...
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Insurance and Estate Planning Expert
1 month 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
1 month 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
4 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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Real Estate Agent
5 months ago
Fort Saskatchewan, Canada Royal LePage Noralta Real Estate Full time**Are you ready to embark on a rewarding career in Real Estate?** Royal LePage Noralta Real Estate, a thriving real estate office in Fort Saskatchewan, is actively expanding and looking for both new and experienced Real Estate Agents. We are seeking individuals who are dynamic, driven, and dedicated to long-term success. **What We Offer**: -...
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Insurance Data Processor
5 months ago
Fort Saskatchewan, Canada Smith Insurance Service Full time**Position Overview**: The Data Processor supports the needs of our brokers by entering new business, policy changes, and re-writes into the insurance company portals. Attention to detail and accuracy are imperative. The Data Management Supervisor is required to supervise staff in the processing and billing departments to confirm they are up to date on...
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Client Relationship Specialist
3 weeks 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 Director
3 days ago
Saskatchewan, Canada Patterson Companies, Inc. Full timeJob Title:Regional Sales Director - Production Animal DivisionAbout Us:Kane Veterinary Supplies is a leading Canadian wholesale distributor and manufacturer agent, dedicated to delivering exceptional value to the veterinary, agricultural, equine, and pet markets across Canada.Opportunity Overview:We are seeking an experienced Regional Sales Director to join...
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Educational Support Specialist
3 weeks 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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Regional Sales Manager
1 day ago
Saskatchewan, Canada Patterson Companies, Inc. Full timeKane Veterinary Supplies is a leading wholesale distributor and manufacturer agent, providing exceptional service and top-quality products to the veterinary, agricultural, equine, and pet markets across Canada.We are seeking an experienced Territory Manager to support and promote our marketing initiatives specific to the Production Animal division in the...
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Investment Specialist
7 days ago
Saskatchewan, Canada BMO Full timeJob Description:The Investment Specialist role at BMO Financial Group is a key position in our Wealth Sales & Service team. As an Investment Specialist, you will be responsible for understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects.Key Responsibilities:Advises customers on wealth and...
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Insurance Underwriter Specialist
4 days ago
Saskatchewan, Canada Equitable Life of Canada Full timeAt Equitable Life of Canada, we're committed to helping you grow and reach your full potential. Our collaborative work environment is dedicated to growth and success through motivated and client-responsive staff.About the RoleThis Senior Insurance Underwriting position offers a healthy work-life balance with employee wellness at the forefront. As an...
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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...