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Estate Planning Specialist
Ventum Financial Corp —Vancouver, BC
- Full-time
- Hybrid work
- Sales
- Presentation skills
- Bachelor's
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Harmonize home jurisdiction license within 6 months of hire to all provinces where Ventum Insurance Services Corp is licensed.
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Estate Planning Specialist

Ventum Financial Corp
Vancouver, BC

Quick apply

Job details

Full-time

Qualifications

Sales
CFP
Presentation skills
Bachelor's
Financial services
Insurance sales
Communication skills

Full job description

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 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)
Curate and present personalized insurance plans to the IA which will provide specific recommendations focused on the clients’ needs
Ensure that client records are maintained and kept current
Practical experience in higher level planning, i.e. the integration of closely held corporations, trust, and/or cross border experience; and
Cultivate and maintain ongoing relationships with Advisors and their clients by tracking their successes and keeping them informed about any changes that may affect their client’s finances
Through the IA, identify the client's goals, provide comprehensive reviews, and build long-term relationships, and provide ongoing services
Be knowledgeable of best practices and procedures and stay ahead of emerging trends
Acquire and apply expertise, provide mentorship, assistance, and direction
Maintain a culture of risk management and control, supported by aligned risk appetite
Assist in the servicing of existing insurance policies and work closely with the agents of record (licensed Advisors in the branch) to develop a system of follow up and servicing.
Other duties as assigned
Working alongside the Investment Advisor, the EPS will execute the vision of the client’s financial goals by offering, promoting, and successfully selling curated insurance products
You will assess the client’s overall financial picture with a fulsome financial plan, and understand how to develop and present the appropriate wealth preservation plans
Work with support staff to establish client records and update their files
Maintain ongoing relationships with Investment Advisors and their clients, keeping them updated about any changes affecting their estate plan

JOB REQUIREMENTS AND SKILLS

University Degree and/or 7-10 years industry experience
FSRA life licensing in Ontario is required, licensing in Quebec, Alberta, Saskatchewan, Manitoba, New Brunswick and British Columbia is an asset.
Harmonize home jurisdiction license within 6 months of hire to all provinces where Ventum Insurance Services Corp is licensed
Advanced knowledge of life and health insurance products
Strong knowledge of insurance regulatory requirements across Canada
Intermediate knowledge of taxation
Intermediate knowledge of estate planning concepts
Ability to explain estate planning concepts in a simple and concise manner
CFP required, CLU or tax designations, an asset
Deep understanding of the financial services industry, competitive landscape and economic market issues
Strong communication and presentation skills with ability to work collaboratively and independently, aid and build relationships
Ability to work and champion in a diverse and inclusive fostering culture
3+ years’ experience in an insurance sales role
Proficiency with wealth planning/projection software required
Strong capabilities in navigating the administrative aspects of insurance applications and underwriting, as the role will not have an associate supporting them
The ability to travel up to 20% of the time to our other branches across the country
For weeks when not traveling for work, this individual will be in either our Toronto or Vancouver office’s two days a week

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Estate Planning Specialist

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