Estate Planning Associate
Location
Calgary, Alberta
Job Type
Full-time
Category
Sales Representatives, Services
Posted
March 22, 2026
Job Description
What is the opportunity?
You will provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors and our clients with insurance quotations, marketing assistance and support for servicing of in-force policies. Your role on the team is to assist with sales & marketing to promote business growth for a successful Estate Planning Specialist
What will you do?
- Preparation of materials (Insurance Application(s) and ac...