Wealth Management & Insurance Planning Specialist

Job summary

Manage and expand a client portfolio by providing personalized financial planning and risk management advice. Execute insurance and investment transactions while maintaining strong client relationships and staying current on industry trends.

Job details

Manage and expand a client portfolio by providing personalized financial planning and risk management advice. Execute insurance and investment transactions while maintaining strong client relationships and staying current on industry trends. Requires LLQP certification and a Mutual Fund license with in-depth knowledge of segregated funds, annuities, and life insurance. Candidates should have 2-5 years of relevant experience and proficiency in financial planning software and CRM tools.

What you’ll do

Manage and expand a client portfolio by providing personalized financial planning and risk management advice. Execute insurance and investment transactions while maintaining strong client relationships and staying current on industry trends.

Requirements

Requires LLQP certification and a Mutual Fund license with in-depth knowledge of segregated funds, annuities, and life insurance. Candidates should have 2-5 years of relevant experience and proficiency in financial planning software and CRM tools.

Benefits

• Incentives
• Bonuses
• Flexible Work Arrangements
• Generous Time Off
• Company-matched RRSPs
• Sponsored Training and Development Programs
• Tuition Reimbursement
• Professional License Fees Coverage
• Membership Dues Coverage
• Discounts on Events, Travel, and Accommodations
• Personal Home & Auto Insurance Discounts
• Extended Health Benefits
• Disability Insurance
• Paid-time-off

Listed skills

• Financial planning · Preferred
• Risk Management · Preferred
• Client Relationship Management · Preferred
• Regulatory Compliance · Preferred
• MS-Office · Preferred
• CRM · Preferred
• Communication Skills · Preferred
• Customer service · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Risk Management
• Insurance Planning
• Investment Strategies
• Client Relationship Management
• Portfolio Growth
• Regulatory Compliance
• MS Office
• CRM
• Planning Software
• Communication Skills
• Customer Service

Job areas

• Finance & Accounting
• Sales
• Consulting

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