Financial Services Professional

3 days ago


Vancouver, British Columbia, Canada Ventum Financial Corp Full time

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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