Segregated Fund Specialist

Job summary

The specialist manages new and existing insured investment contracts, including segregated funds and annuities, while collaborating with the Wealth Planning team. They also provide support for estate planning and maintain accurate member records within the CRM system.

Job details

The specialist manages new and existing insured investment contracts, including segregated funds and annuities, while collaborating with the Wealth Planning team. They also provide support for estate planning and maintain accurate member records within the CRM system. Candidates must hold a high school diploma and a Life License Qualification Program (LLQP) certification. A minimum of 2-5 years of experience in a financial advisor role is required, along with registration as an insurance representative.

What you’ll do

The specialist manages new and existing insured investment contracts, including segregated funds and annuities, while collaborating with the Wealth Planning team. They also provide support for estate planning and maintain accurate member records within the CRM system.

Requirements

Candidates must hold a high school diploma and a Life License Qualification Program (LLQP) certification. A minimum of 2-5 years of experience in a financial advisor role is required, along with registration as an insurance representative.

Benefits

• Flexible Benefits Program
• Defined Contribution Retirement Plan
• Vacation
• Personal and Wellness time
• Vacation Bonus Days
• Professional development

Listed skills

• Sales · Preferred
• Organization skills · Preferred
• client relations · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Segregated funds
• Annuities
• Estate planning
• Financial advisory
• Customer relationship management
• Sales
• Presentation skills
• Organization skills
• Insurance representative
• Wealth planning
• Client relations
• Financial updates

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative

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