Estate Planning Associate
Location
Vancouver, British Columbia
Job Type
Full-time
Category
Other Sales and Related Workers
Posted
March 23, 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...