Job Description
Drive client success as an Estate Planning Advisor at Ventum Financial Corp. This role focuses on developing comprehensive financial strategies and insurance solutions that foster client relationships.
In this position, you will work alongside Investment Advisors to deliver tailored estate planning advice and retirement projections. Your profound knowledge of insurance products and strategies will enable you to identify client needs effectively. Strong communication skills and the ability to collaborate within a diverse culture are essential for maintaining long-term client relationships while generating new business through innovative insurance solutions.
Key Responsibilities: • Develop comprehensive financial plans for client accounts • Curate and present personalized insurance plans • Maintain precise records and document client interactions • Foster relationships with Investment Advisors and their clients • Stay informed about emerging trends and best practices
In this position, you will work alongside Investment Advisors to deliver tailored estate planning advice and retirement projections. Your profound knowledge of insurance products and strategies will enable you to identify client needs effectively. Strong communication skills and the ability to collaborate within a diverse culture are essential for maintaining long-term client relationships while generating new business through innovative insurance solutions.
Key Responsibilities: • Develop comprehensive financial plans for client accounts • Curate and present personalized insurance plans • Maintain precise records and document client interactions • Foster relationships with Investment Advisors and their clients • Stay informed about emerging trends and best practices
Ready to Apply?
Submit your application today and join our talented team at Ventum Financial.
Submit ApplicationJob Details
- Location vancouver, bc
- Job Type Full-time
- Category Other-General
- Posted Date June 21, 2026
- Application Deadline July 31, 2026