Regional Vice-President, Estate Planning, Ontario

Job Overview

We are currently seeking a Regional Vice‑President, Estate Planning to join our Estates & Insurance team. In this role, the successful candidate is responsible for driving overall first‑year insurance revenue within Ontario and with specifically assigned concierge‑level Assante advisors, and to grow insurance revenue coming from our Private Client/Evolution clients. The role also includes providing advanced case consultation, advanced marketing help, integration with the Wealth Planning Group, and providing advanced insurance expertise to external inter‑corporate referral partners.

Responsibilities

• Prepare advanced risk‑based insurance solutions for Assante advisors and their clients.
• Have extensive knowledge of tax & estate planning issues related to the insurance concepts being marketed.
• Review Wealth Plans, Estate Plans, and Financial Plans generated by the Wealth Planning Group for opportunities for advanced insuran...