Register
Recruit Create CV

Estate Planning Associate Jobs

Estate Planning Lawyer Jobs
By Robert Half At Montreal, Quebec, Canada

Notre client est un cabinet d'avocats d'affaires important du centre-ville. On recrute un avocat en droit des affaires. Le poste est hybride (au bureau 2 à 3 jours par semaine) après la période de ...

Estate Planning & Administration Associate
By Lindsay Kenney LLP At Vancouver, British Columbia, Canada
Management of a team of associates and support staff
A comprehensive benefits package – LK Law pays for 100% of the benefit premiums
Established experience in the areas of estate planning and estate administration
Some of the core responsibilities of the role will include, but not be limited to:
Annual Health Care Spending Account
Amazing opportunities for personal growth and development
Estate Planning Associate (Insurance) [Td Bank]
By CareerBeacon At Montreal, Quebec, Canada
Protect client interests and conserve block of business by dedicated policy management through oversight and communication of service requirements
Follow existing policies and procedures; maintain a culture of risk management and control
Process and facilitate new business for EPAs, Investment Advisors, Portfolio Managers and Financial Planners
Three (3) or more years of service experience in the life insurance industry, in an administrative sales supporting role
For positions in Quebec, Life License Qualification Program (LLQP) must be attained within first 12 months in role
Strong communication skills with the ability to build links and work in a group as well as independently
Estate Planning Associate Jobs
By RBC Wealth Management At Newmarket, Ontario, Canada
Knowledge of Life and Living Benefits insurance products
Manage pending cases and take the appropriate actions to oversee the completion of the case
Minimum 2 years' experience working in an Insurance Agency or equivalent role within the industry
Experience with meeting tight deadlines & set priorities; ability to work independently
Strong Microsoft office and Excel skills
Experience servicing high net worth clients
Planning Associate I Jobs
By Trilon Group At Toronto, Ontario, Canada
Possess effective oral and written communication skills
10+ years experience in Planning
Post secondary education or master's degree in planning, environmental science, architecture, or related field; master's degree preferred.
Experience managing large projects for public sector clients
Pension Plan: Alta offers a pension place with an employer match of up to 4%.
Proficient with Microsoft Word, Excel, and PowerPoint
Planning Associate I Jobs
By Alta Planning + Design At Ottawa, Ontario, Canada
Possess effective oral and written communication skills
10+ years experience in Planning
Post secondary education or master's degree in planning, environmental science, architecture, or related field; master's degree preferred.
Experience managing large projects for public sector clients
Pension Plan: Alta offers a pension place with an employer match of up to 4%.
Proficient with Microsoft Word, Excel, and PowerPoint
Regional Avp Tax & Estate Planning
By Manulife At Toronto, Ontario, Canada
Strong interpersonal and relationship building and management
Provide education to insurance advisors regarding tax and estate planning opportunities utilizing insurance products
Ability to apply niche knowledge to practically implement planning solutions
Strong oral and written communication skills
Excellent organizational and prioritization skills
Expertise in personal, estates and corporate tax gained through relevant accounting, legal or financial services experience (5-7 years minimum)
Tasting Room Associate, Culmina Family Estate Winery
By Arterra Wines Canada At Oliver, British Columbia, Canada
Provide guests with best in class seated tasting experience, educating and telling our winery story in an engaging and dynamic way.
Foster positive and long-term relationships with guests by advocating for our brand, wines and Wine Club
Help the team meet sales targets
A passion for wine, food and hospitality – WSET or ISG considered an asset
Detail oriented with an ability to multitask and a strong work-ethic
Friendly, courteous and positive attitude and able to work well with a team and individually