Estate Planning Advisor (Insurance)
On-siteMontréal, Quebec, Canada
Job Summary
Develop sophisticated insurance and wealth transfer strategies for high-net-worth and ultra-high-net-worth clients, ensuring plans align with complex tax, estate, and preservation objectives. Identify and implement customized life insurance solutions while owning the full client journey from discovery through relationship management. Collaborate with Private Bankers, investment advisors, and estate professionals to uncover opportunities, deepen relationships, and drive business growth through proactive acquisition and strategic development. Maintain operational excellence and compliance standards while staying current on industry trends and product innovations to deliver exceptional client outcomes.
Required Qualifications
- University degree
- 8-10+ years of experience within the Canadian life insurance industry
- Life Insurance License in good standing
- Professional designation such as CFP, CLU, CHFC, or equivalent
- French & English bilingualism
- Deep expertise in insurance planning, estate planning, taxation, and wealth transfer strategies
- Proven ability to influence and collaborate with affluent clients, centres of influence, and wealth management professionals
- Strong business development mindset with a track record of generating and growing client relationships
- Exceptional communication, presentation, and relationship management skills
- Ability to navigate complex client situations and deliver sophisticated advice with confidence and credibility
- Maîtrise d'une langue autre que le français
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