Financial Services Professional
3 days ago
Job Overview
Ventum Financial Corp is seeking a skilled Estate Planning Specialist to join our team. This role requires expertise in financial planning, wealth preservation, and insurance solutions.
Key Responsibilities:
- Prepare comprehensive financial plans for clients, including retirement projections and recommendations for CPP/OAS payments, RIF conversions, tax rates, and corporate details.
- Provide insurance solutions to clients, including orphaned life/health insurance products, and curate personalized insurance plans for Investment Advisors.
- Maintain client records, track successes, and cultivate ongoing relationships with Advisors and their clients.
- Assist in the servicing of existing insurance policies and work closely with licensed Advisors to develop a system of follow-up and servicing.
Requirements:
- University degree and/or 7-10 years industry experience.
- FSRA life licensing in Ontario required, with licensing in Quebec, Alberta, Saskatchewan, Manitoba, New Brunswick, and British Columbia an asset.
- Advanced knowledge of life and health insurance products, strong knowledge of insurance regulatory requirements across Canada, and intermediate knowledge of taxation and estate planning concepts.
- Ability to explain estate planning concepts in a simple and concise manner, deep understanding of the financial services industry, competitive landscape, and economic market issues.
- Strong communication and presentation skills, ability to work collaboratively and independently, and champion in a diverse and inclusive fostering culture.
Estimated Salary Range: $120,000 - $180,000 per annum, depending on location and experience.
About Ventum Financial Corp
We are a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm. Our client-centred approach and entrepreneurial spirit make us a compelling option for investors seeking unbiased investment solutions, professional management, and unparalleled service.
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