Licensed ( LLQP) Insurance Specialist for Leading Financial Services Firm

Toronto, ON M5G2N7

Type: FE-Financial Services Job Number: 16844

Job Description

Position:  Licensed  ( LLQP) Insurance Specialist for Leading  Financial Services Firm
Location: Toronto region
Salary: Competitive Salary with  Bonus, RRSP and Full Benefits
The Company
Our client is a leader in financial services who has been helping Canadian investors build better financial futures for over 45 years.
Who They Are Looking For

This firm is hoping to find a Licensed Insurance Specialist who has previous experience playing a pivotal role in implementing  insurance strategies, identifying gaps, building internal and external relationships and managing the development of  insurance solutions .

  • Partner with Wealth Advisors to complete the discovery process to better understand the life events and wealth planning needs of clients / prospects to identify insurance opportunities
  • Design and provide recommendations to offer comprehensive insurance, risk management and estate planning advice that aligns with clients / prospects current and evolving needs
  • Define the operational structure of the Insurance business with key stakeholders and various business lines
  • Develop onboarding process to maximize the client experience
  •  Perform an analysis of the Insurance landscape and identify network of firms to partner with, make recommendation to meet needs of the  insurance strategy 

  • Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience
  • 6+ years of related work experience as an Insurance Advisor
  • Superior knowledge of the insurance products and strong familiarity with Insurance operations
  • Ability to sell insurance products including segregated funds, life insurance, critical illness etc. in all provinces
  • Licensed as an Insurance Advisor; completion of Life License Qualification Program (LLQP)
  • Have or working towards Personal Financial Planner (PFP) or Certified Financial Planner (CFP) is an asset
  • Bilingual in English and French is an asset

Interested candidates may forward a resume to Martha Orr


Job Requirements

CONFIDENTIAL role. Adding their first Licensed Insurance Specialist who can help build out a team in Fidelity's newly created Wealth Operations division. More from an operational stand point. Identify gaps with their clients... Align insurance product offerings with their current wealth strategy. Must be licensed Wants the ability to sell life ins, critical illness,segregated funds etc... if has PFP that is deal plus must have LLQP

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