Estate Planning Specialist

3 weeks ago


Vancouver, Canada Quantum Management Services Ltd. Full time

Position: Estate Planning Specialist

Location: Vancouver, BC (Hybrid)

Salary: $75K

Job Type: Permanent


About Our Client


Our client, a leader in the financial industry, is seeking an Estate Planning Specialist (EPS) to join their team on a hybrid basis in their downtown Vancouver office In this position you will be responsible for collaborating with Investment Advisors to deliver comprehensive financial planning, retirement projections, and personalized insurance solutions. This role requires expertise in financial planning, wealth preservation, and insurance products to drive new business opportunities while maintaining high standards of client service and compliance.


Key Responsibilities:


- Prepare financial projections and comprehensive plans tailored to client needs.

- Provide recommendations on CPP/OAS payments, RIF conversions, tax strategies, and corporate details.

- Design and present customized insurance solutions for clients.

- Serve as the agent of record for orphaned insurance policies, ensuring proper client file maintenance.

- Cultivate relationships with Investment Advisors and their clients, tracking successes and addressing changes affecting client finances.

- Apply advanced estate planning strategies, including corporate integrations and cross-border considerations.

- Offer mentorship and maintain expertise in financial planning trends, risk management, and regulatory requirements.

- Support the servicing of existing insurance policies and establish a streamlined system for follow-up and client updates.

- Travel up to 20% to meet branch and client needs.


Qualifications:


- University degree and 7+ years of industry experience.

- FSRA life licensing in British Columbia (additional provincial licensing is an asset).

- CFP designation required; CLU or tax-related designations are a plus.

- Advanced knowledge of life and health insurance products, taxation, and estate planning.

- Proficiency in financial planning software and insurance underwriting processes.

- Strong communication and presentation skills, with the ability to work independently and collaboratively.

- Willingness to travel up to 20% of the time and work onsite two days a week when not traveling.


Apply now by sending your updated resume to Cynthia Gray at


REFER A PERM HIRE AND EARN UP TO $1,000 For more details, click here .


OUR VIRTUAL DOORS ARE OPEN We’re also bringing the interviews to you by various web applications, virtually Contact us today for your next opportunity.



  • Vancouver, British Columbia, Canada Westcoast Wills & Estates Full time

    Westcoast Wills & Estates is a unique law firm with four locations in North Vancouver. We specialize in comprehensive estate and incapacity planning, assisting executors with probate applications and advice, and corporate law.We offer flexible meeting times, personal and caring professional service, mobile service, competitive rates, and also donate 1% of...


  • Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryAs an Estate Planning Specialist at Royal Bank of Canada, you will be the trusted advisor for clients during a critical and emotional time in their lives. Your expertise will guide them through the estate planning process, ensuring their wishes are respected and their loved ones are protected.Develop and present comprehensive estate planning...


  • Vancouver, Canada Quantum Management Services Ltd. Full time

    Position: Estate Planning SpecialistLocation: Vancouver, BC (Hybrid)Salary: $75KJob Type: PermanentAbout Our ClientOur client, a leader in the financial industry, is seeking an Estate Planning Specialist (EPS) to join their team on a hybrid basis in their downtown Vancouver office! In this position you will be responsible for collaborating with Investment...


  • Vancouver, Canada Quantum Management Services Ltd. Full time

    Position: Estate Planning SpecialistLocation: Vancouver, BC (Hybrid)Salary: $75KJob Type: PermanentAbout Our ClientOur client, a leader in the financial industry, is seeking an Estate Planning Specialist (EPS) to join their team on a hybrid basis in their downtown Vancouver office! In this position you will be responsible for collaborating with Investment...


  • Vancouver, Canada Quantum Management Services Ltd. Full time

    Position: Estate Planning SpecialistLocation: Vancouver, BC (Hybrid)Salary: $75KJob Type: PermanentAbout Our ClientOur client, a leader in the financial industry, is seeking an Estate Planning Specialist (EPS) to join their team on a hybrid basis in their downtown Vancouver office! In this position you will be responsible for collaborating with Investment...


  • West Vancouver, British Columbia, Canada CoCalibrate Real Estate Solutions Full time

    We are seeking a highly skilled and organized Real Estate Operations Specialist to join our dynamic team at CoCalibrate Real Estate Solutions. As a key member of our team, you will play a vital role in supporting the day-to-day operations of our real estate business.The ideal candidate will possess excellent communication skills, be able to multitask with...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Job Title: Estate Planning SpecialistWe are seeking an experienced Estate Planning Specialist to join our team at Quantum Management Services Ltd. in Vancouver, BC.About the Role:This is a permanent position that requires collaboration with Investment Advisors to deliver comprehensive financial planning, retirement projections, and personalized insurance...


  • Vancouver, BC, Canada Quantum Management Services Ltd. Full time

    Position: Estate Planning Specialist Location: Vancouver, BC (Hybrid) Salary: $75K Job Type: Permanent About Our Client Our client, a leader in the financial industry, is seeking an Estate Planning Specialist (EPS) to join their team on a hybrid basis in their downtown Vancouver office! In this position you will be responsible for collaborating...


  • Vancouver, BC, Canada Quantum Management Services Ltd. Full time

    Position: Estate Planning Specialist Location: Vancouver, BC (Hybrid) Salary: $75K Job Type: Permanent About Our Client Our client, a leader in the financial industry, is seeking an Estate Planning Specialist (EPS) to join their team on a hybrid basis in their downtown Vancouver office! In this position you will be responsible for collaborating...


  • Vancouver, British Columbia, Canada RecruitPod Canada Inc. Full time

    Job OverviewWe are seeking a detail-oriented professional to join our legal team at RecruitPod Canada Inc. as an Estate Planning and Administration Specialist.Key Responsibilities:Interpret and apply relevant legislation, including the Wills, Estates and Succession Act, Estate Administration Act, and Supreme Court Rules.Draft and orchestrate probate...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    About the RoleWe are seeking an experienced Estate Planning Specialist to join our team in Vancouver, BC. As an EPS, you will work collaboratively with Investment Advisors to deliver comprehensive financial planning and personalized insurance solutions.


  • Vancouver, Canada Ventum Financial Corp Full time

    **COMPANY OVERVIEW** We’re a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, known for our client-centred approach and entrepreneurial spirit. Ventum Financial Corp is a compelling option for investors seeking unbiased investment solutions, professional management, and unparalleled service. We aim to...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Company OverviewQuantum Management Services Ltd., a leader in the financial industry, is seeking an Estate Planning Specialist (EPS) to join their team in downtown Vancouver.Job SummaryWe are looking for a skilled Estate Planning Specialist to collaborate with Investment Advisors and deliver comprehensive financial planning, retirement projections, and...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Job OverviewWe are seeking an experienced Estate Planning Specialist to join our team on a hybrid basis in Vancouver, BC. As an Estate Planning Specialist, you will collaborate with Investment Advisors to deliver comprehensive financial planning, retirement projections, and personalized insurance solutions.About the RoleThis is a permanent position that...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Establish a successful career as an Estate Planning Financial Services Specialist with Quantum Management Services Ltd. in Vancouver, BC.Salary: $75KAbout the RoleThis dynamic position requires expertise in financial planning, wealth preservation, and insurance products to drive new business opportunities while maintaining high standards of client service...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    We are seeking an Estate Planning Specialist to join our team in downtown Vancouver. As an Estate Planning Specialist, you will be responsible for collaborating with Investment Advisors to deliver comprehensive financial planning and personalized insurance solutions.About the RoleThis is a permanent position that requires expertise in financial planning,...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Job SummaryWe are seeking an Estate Planning Specialist to join our team at Quantum Management Services Ltd. in downtown Vancouver on a hybrid basis. As an Estate Planning Specialist, you will collaborate with Investment Advisors to deliver comprehensive financial planning and personalized insurance solutions.About UsOur client is a leader in the financial...


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Position OverviewWe are seeking an experienced Senior Estate Planning Specialist to join our team at Quantum Management Services Ltd. in Vancouver, British Columbia.


  • Vancouver, British Columbia, Canada Quantum Management Services Ltd. Full time

    Company OverviewQuantum Management Services Ltd., a leader in the financial industry, is seeking an Estate Planning Specialist (EPS) to join their team. This role offers a hybrid work arrangement in downtown Vancouver.


  • Vancouver, British Columbia, Canada Impact Recruitment Full time

    About the Company:Impact Recruitment specializes in matching exceptional talent with exciting new opportunities across Canada.We are passionate about finding the right opportunity for your career growth and take the time to thoroughly understand your technical abilities, career goals, and qualifications.About the Opportunity:This is an amazing opportunity...