Life And Health Insurance

Description:

How you'll succeed

• Participate in all stages of complex life and health insurance cases, including: gathering information and establishing client needs with the help of financial security advisors and partner investment advisors;

• Performing complex analysis using Excel;

• Preparing retirement income projections and net estate worth calculations using the FP Solutions software with the module for private corporations;

• Developing recommendations in personal and business contexts (estate bond, funding of financial obligations upon death, immediate financing arrangement, planned gift, split dollar critical illness insurance, shareholder agreement, business risks, personal risks, etc.);

• Implementing the strategies relevant to the case with the help of the assistants;

• Collaborating with various professionals inside or outside the firm;

• Exchanges, negotiations and follow-ups with the insurance carriers' personnel;

• Perform tax and financial research.

• Write texts, prepare presentations.

• Attend continuing education sessions.

• Regulate certain aspects inherent in the management of a financial services firm.

Who you are

• The ideal candidate sought would be an accountant, an actuary, a financial planner or a bachelor’s in finance interested in making the leap into the field of life and health insurance. Applicants from other professions will be considered provided they meet the requirements listed below.

• Relevant experiences in the field of taxation, accounting, finance or actuarial, and the knowledge of the FP Solutions financial planning software are assets.

• Although some experience is required, the number of years will not be the main criterion in the evaluation. Above all, we will consider the potential of the candidate.

Skills and qualities:

• Relevant professional title or relevant training (CPA, actuary, financial planner, bachelor's degree in finance or other). The absence of a professional title could be compensated by the experience acquired in a relevant field.

• General experience in the business world (financial planning, tax, accounting or actuarial) or in a specific area of financial planning.

• Excellent analytical and synthesis skills, rigor, and ability to juggle figures.

• Strong interest in the fields of life and health insurance, finance, taxation, retirement, and investments.

• Good interpersonal skills, and good team spirit.

• High flexibility required to work closely with management and partner advisors.

• Impeccable sense of ethics.

• Good computer skills (general knowledge, e-mail, Office suite, in particular Outlook, Word and Excel).

• Flluent in French and English to serve our clients in the community

Other considerations

• The candidate must concentrate full-time on his work (which excludes any other professional activity such as teaching, managing a clientele or a personal business).

• The candidate will have to take the steps to obtain the permits required in the field of life and health insurance.