Estate and Insurance Specialist

IG Wealth Management

Full-time Canada, Ontario Sales Representatives, Services

Posted:

February 26, 2026

Location:

Canada, Ontario, Canada

Job Description

Responsibilities
:
Work with 15-30 Advisors with large books of business in an area to provide expertise on insurance and estate planning to HNW clients.

Handle all aspects of the end-to-end insurance process; complete the application and submit case review materials, follow the application through underwriting, document complete compliance requirements, place the policy with the client and provide ongoing service.

Identify clients and insurance opportunities together with the advisor.

Develop proposals, model in our proprietary financial planning software and present the solution to the client.

Actively speak and engage advisors at region office events and clients at marketing events.

Set practice targets with advisors, monitor and track progress towards goals.

Participate in marketing and seminars to HNW clients of centers of influence (COI).

Collaborate with Head Office on ...

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Job Overview

Job Type: Full-time

Location: Canada, Canada

Posted: February 26, 2026

Deadline: April 07, 2026