High-Net-Worth Insurance Analyst

We are currently hiring a High-Net-Worth Insurance Analyst to support estate planning by delivering tailored insurance solutions for high-net-worth clients. Collaborate with the Estate Planning Specialist team, prepare complex presentations, and analyse insurance planning opportunities. Ideal for candidates with strong technical skills and experience in strategic insurance planning.

Skills

• strategic insurance planning
• life insurance case management
• bilingualism (english and french)
• amf registration
• estate planning
• tax planning
• insurance illustration software
• microsoft 365
• financial security advisory
• presentation development
• data analysis
• research
• chartered life underwriter designation
• financial planner diploma
• analytical skills
• problem solving
• client consultation
• team collaboration