Estate Planning Advisor - Edmonton, Alberta

Only for registered members Edmonton, Alberta, Canada

1 week ago

Default job background

Job summary

This role is responsible for analyzing and building relationships with HNW clients to provide sophisticated insurance strategies as part of the client's overall financial plan. Offer insurance solutions utilizing insurance products manufactured by leading third-party insurance carriers.

Responsibilities

  • Supporting HNW & UHNW clients and developing comprehensive plans that are tax efficient, profitable, and address insurance coverage
  • Generate life insurance sales and manage throughout the sales cycle from prospecting, application and ongoing service

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Edmonton, Alberta

    The Ministry of Municipal Affairs assists municipalities in providing well-managed, collaborative and accountable local government to Albertans. Our main responsibilities are funding supports for municipalities a system that strives to ensure appropriate safety standards for the ...

  • Only for registered members Edmonton $79,774 - $104,572 (CAD)

    +The Ministry of Municipal Affairs assists municipalities in providing well-managed, collaborative, and accountable local government to Albertans. · +The Municipal Planning Advisor provides research, analysis and guidance to municipalities on complex land use planning issues. · P ...

  • Only for registered members Edmonton Full time $79,774 - $104,572 (CAD)

    The Ministry of Municipal Affairs assists municipalities in providing well-managed collaborative and accountable local government to Albertans Our main responsibilities include funding supports for municipalities a system that strives to ensure appropriate safety standards for co ...

  • Only for registered members Edmonton, AB

    This role is responsible for analyzing and building relationships with HNW clients to provide sophisticated insurance strategies as part of the client's overall financial plan. · Wealth Insurance Services offer HNW clients comprehensive insurance based solutions to assist clients ...

  • Only for registered members Edmonton Full time

    This role involves analyzing and building relationships with high-net-worth clients to provide sophisticated insurance strategies as part of their overall financial plan. · Supporting HNW & UHNW clients and developing comprehensive plans that are tax efficient, profitable, and ad ...

  • Only for registered members Edmonton, AB TB X

    The Ministry of Municipal Affairs assists municipalities in providing well-managed, collaborative, and accountable local government to Albertans. Provide research, analysis and guidance to municipalities... · ...

  • Only for registered members Edmonton, Alberta

    L'employé sera responsable de la prise en charge du conseil financier auprès des clients hautement valorisés. · ...

  • Only for registered members Edmonton, Alberta

    Emissions Reduction Alberta is expanding its roster of Project Advisors to strengthen support for clean technology projects. · ...

  • Only for registered members Alberta

    The Client Care Specialist I is essential to the success of our department, serving as a key driver in achieving group sales goals. · ...

  • Summer Student

    1 month ago

    Only for registered members Greater Edmonton Metropolitan Area

    Pinnacle Business Services Ltd., in partnership with Rupertsland Institute and utilizing the Summer Student Grants, is seeking a Metis summer student that is motivated and detail oriented. · ...

  • Only for registered members Edmonton, Canada

    The client offers wealth management services to clients including financial management, risk management, tax planning, group insurance and innovative banking solutions. · Responsible for the planning, administration, and management of client documentation records transactions as ...

  • Only for registered members Edmonton, Alberta

    As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities. · Identify new business opportunities to ...

  • Only for registered members Edmonton, AB, Canada

    The Group Retirement Client Specialist provides centralized administrative support to our Group Retirement Services team, · Provide high-quality administrative support to the Group Retirement team, · Support the ongoing servicing of group retirement plans (e.g., RRSP, DPSP, TFSA, ...

  • Only for registered members Edmonton

    Working at Alberta Blue Cross means having a career where you'll be recognized for your contributions. · Quickly create a level of trust in internal and external interchange... · ...

  • Only for registered members Edmonton, Alberta

    +Job summary · Canada's largest petroleum refiner hiring Cost Estimating Lead for project. · +QualificationsBachelor's degree in Engineering. · ...

  • Only for registered members Edmonton, Alberta

    As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. · ...

  • Only for registered members Edmonton, Alberta

    We're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. · You'll be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client ...

  • Only for registered members Edmonton, Alberta

    We are seeking an individual to join our team in the Edmonton office. As an Associate Investment Advisor the incumbent will contribute to grow the business by working closely with the Investment Advisor(s) to help manage their portfolios, developing new business, and ensuring hig ...

  • Only for registered members Edmonton, AB

    The Director, Insurance Sales role delivers sales support to advisors throughout AB, SK,& MB to promote the growth of their insurance practice. · ...

  • Only for registered members Alberta, Canada Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. · ...