Director Advanced Insurance Case Support

Location: Remote – Anywhere in Canada

TruStone is looking to hire a Director Advanced Insurance Case Support to join our team

About us

TruStone Financial Inc. (TSF), is redefining an industry by providing independent financial advisors exceptional service and developing meaningful relationships.

We are an MGA (Managing General Agent), an intermediary contracted by insurers to operate on their behalf to facilitate sales and support of life and health insurance and investment products by independent, contracted and licensed insurance advisors. With an emphasis on training, marketing, and technology, TSF is continually innovating to provide the highest level of service possible for our advisors.

TSF is proud to cultivate and sustain long lasting relationships with our advisors, employees, and suppliers.

Why pursue this opportunity

Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.

Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.

Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution to our customers.

Diversity, equity, and inclusion - we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.

What you'll be working on

• Provide case-specific support for advisors working on complex estate planning opportunities with clients
• Build the knowledge and capabilities of TruStone's advisors in the area of tax and estate planning, in particular as it pertains to business owners, professionals and high net worth individuals
• Develop and deliver cutting-edge written content, presentations, and webinars focused on tax and estate planning opportunities for delivery to advisors
• Maintain and apply current expertise on provincial and federal tax legislation, relevant case law, accounting standards, and regulatory developments that impact complex life insurance planning
• Participate in select client-facing meetings alongside advisors to provide guidance and expertise in complex tax and estate planning cases, enhancing advisor credibility and helping to solidify complex planning recommendations
• Create and curate internal resources and marketing materials that articulate TruStone Financial's expertise in advanced insurance planning

• Completion of a University degree in a relevant field (e.g. Business, Finance, Law, or Accounting) or an equivalent combination of education and experience
• A minimum of 10+ years of progressive experience in the life insurance industry, with a substantial focus on advanced sales, or business development within the High Net Worth market segment
• Certified Financial Planner (CFP) is required
• Life Insurance License, or a minimum of the LLQP completed
• Exceptional attention to detail/accuracy
• Excellent verbal and written communication skills
• Excellent presentation skills
• Advanced Excel skills
• Enjoy working in a collaborative work environment
• CLU designation is an asset
• Conference for Advanced Life Underwriting membership is an asset
• If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

For regular full-time positions, TruStone offers a comprehensive total rewards package that includes:

• Company pension
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• Paid time off

TruStone is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

TruStone welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact .