Estate and Insurance Planning Specialist

The Estate and Insurance Planning Specialist is responsible for partnering with advisors and partner firms across Canada to support the growth and development of the life insurance platform. This role focuses on helping advisors identify, structure, and execute life insurance opportunities while enhancing advisor capability, strengthening carrier relationships, and improving overall execution quality.

The successful candidate will combine advanced technical expertise in insurance, tax, and estate planning with strong relationship management and business development skills. Working collaboratively with advisors, internal teams, and carrier partners, the Estate and Insurance Planning Specialist will help increase life insurance production, expand advanced planning

opportunities, and improve advisor confidence in delivering sophisticated client solutions.

This role is designed to support sustainable growth by increasing average case size, improving execution on ...