Estate Planning Specialist

Job Description

Job Description

Salary : COMPANY OVERVIEW

Were 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 build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients needs first. We are also a growing firm, with over $10 billion in assets under administration and management. Firms of our size and structure attribute 7-8% of overall revenue from insurance production and this role will work to reach that goal. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Winnipeg, Vancouver, Calgary, Victoria, and Edmonton.

POSITION OVERVIEW

Working directly with Investment Advisors, the Estate Planning Specialist (EPS) will provide comprehensive financial planning advice and retirement projections to clients of Ventum Financial Corp. Variable revenue can be generated through the curation and successful sale of insurance products when a need is identified through a plan. The EPS must have a thorough understanding of the financial, procedural, and legal aspects of insurance and wealth preservation, and continuously look to generate new business for the firm.

DUTIES AND RESPONSIBILITIES

• Prepare both simple projections and comprehensive financial plans for advisors clients at a rate to be set per month by your manager;
• Include recommendations in plans i.e. CPP / OAS payments, advice on RIF conversions, tax rates, corporate details, etc.;
• Provide insurance solutions to clients of Investment Advisors as part of Ventum Insurance Services Corp
• Be agent of record for any orphaned life / health insurance products

Orphaned insurance accounts will not be assigned until the firm provides a client file with validated contact information on the policyholder(s)

JOB REQUIREMENTS AND SKILLS