Estate Planning Specialist
Vancouver, BCHybrideTemps plein
VF
Ventum Financial Corp
3+ ansCandidates need a university degree or 7-10 years of industry experience, plus 3+ years in insurance sales and FSRA life licensing in Ontario. Advanced knowledge of life and health insurance, intermediate taxation and estate planning, and wealth planning software proficiency are required; a CFP is required.
wealth planning software, insurance applications system