Spécialiste en assurances et planification successorale
Hybride · Québec
Partner with 15–30 financial advisors to identify insurance and estate-planning opportunities for high-net-worth clients, develop and present tailored solutions, and manage insurance cases from application through underwriting, policy implementation, and ongoing service. Build advisor practices and business plans, support regional marketing and client seminars, track progress against targets, and coordinate with head office and insurance partners.