Advisor - Insurance & Estate Planning

TITLE: Advisor, Insurance & Estate Planning
LOCATION: Calgary, AB
REPORTING: VP, Insurance & Estate Planning

JOB PURPOSE: Why does the role exist? 
The Advisor, Insurance & Estate Planning role works to develop life insurance sales with both licensed 
and non-licensed financial advisors. The Associate will have a passion for the life insurance industry 
specifically as it relates to both financial and advanced planning concepts. The Advisor, Insurance & 
Estate Planning will be responsible for policies and procedure, reporting, analysis and communication 
as it pertains to the firm's insurance business. The role reports to the VP Insurance & Estate Planning.

KEY ACCOUNTABILITIES:

• Promotes and fosters a culture of compliance throughout the firm. 

• Promotes the firm's brand, story and capabilities to our growing network of Integrated Advisory 
community.

• Demonstrates knowledge on the strategic use of life and health insurance.

• Builds and develops centers of influence.

• Promotes the firm to our Integrated Advisory community and network as an expert in the field 
of advanced life insurance applications.

• Demonstrated experience with tax, legal and continuity planning as it pertains to high net worth 
clients and their professional advisors.

• Implementation of life insurance strategies for high-net-worth individuals and their 
corporations, under the direction of the VP.

• Provides unambiguous, inspired leadership and sound management that establishes credibility 
and promotes a team culture.

• Develops and maintains relationships with the firm, senior team, their financial advisors and 
their clients.

• Reviews client situations and makes appropriate recommendations to financial advisors and/or 
their clients.

• Creates superior and unique client presentations and provides input on marketing strategies.

• Participates in the creation of new business submissions. delivering policies and conducting 
annual reviews.

• Attends conferences, seminars and workshops to advance skills and professional development.

CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION

• Responsible for the achievement of annual sales objectives as set out for the Insurance & Estate 
Planning Division.

• Responsible for the identification, development, and implementation of strategies and initiatives 
to enhance sales opportunities. 

• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and 
other regulatory bodies. 

CLIENT MANAGEMENT

• Relationship manager with our Integrated Advisory community.

• Works with the Team Lead, Insurance & Estate Planning to manage company's inforce block of 
business.

BUSINESS DEVELOPMENT

• Provides support to VP Insurance & Estate Planning 

• Partnering with our accounting partners, financial advisors and associates to provide planning 
solutions focusing on the strategic uses of insurance as a risk mitigation and planning tool. 

• Develops and maintains a strong center of influence to promote the company's business model.

• Attends and participates in presentations to prospective clients as required.

LEADERSHIP AND TEAM DEVELOPMENT

• Demonstrates, emphasizes, promotes and monitors professional and ethical conduct.

• Fosters an atmosphere of teamwork and cohesiveness.

• Assists in training, education and professional development for team members.

FINANCIAL & BUSINESS PERFORMANCE

• None.

FUNCTIONAL COMPETENCIES

• A love for the financial services industry, specifically insurance planning and a desire to grow 
in the field.

• Intermediate to advanced skill in Microsoft Office Suite, including MS Word and Excel, Outlook 
and PowerPoint.

• Excellent interpersonal and public speaking skills.

• Aptitude in decision-making and problem-solving.

• Excellent written and oral communication skills

• Excellent time management and organizational skills

• Detail oriented self-starter, able to jump in and learn quickly

• Life long learner

• Ability to embrace new opportunities and thrive in a fast paced constantly evolving 
environment

• Accountable to high level of client service with a focus on maintaining and building strong client 
relationships

• Results oriented with demonstrated flexibility

• Ability to offer effective and efficient service and solutions

QUALIFICATIONS

• College and/or University degree or equivalent.

• A minimum of 8-10 years experience in life insurance sales; appropriate combination of 
education and experience will be considered.

• Life and Accident, and Sickness licenses in good standing; familiarity with both life insurance 
and living benefit concepts.

• CFP and CLU designations required with an appetite for ongoing professional development.

• Proven track record in insurance sales including underwriting, and advanced planning.

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