WHY THIS ROLE MATTERS:

The Estate and Insurance Planning Specialist is responsible for partnering with advisors and partner firms across Canada to support the growth and development of the life insurance platform. This role focuses on helping advisors identify, structure, and execute life insurance opportunities while enhancing advisor capability, strengthening carrier relationships, and improving overall execution quality.

The successful candidate will combine advanced technical expertise in insurance, tax, and estate planning with strong relationship management and business development skills. Working collaboratively with advisors, internal teams, and carrier partners, the Estate and Insurance Planning Specialist will help increase life insurance production, expand advanced planning opportunities, and improve advisor confidence in delivering sophisticated client solutions.

This role is designed to support sustainable growth by increasing average case size, improving execution on complex opportunities, and creating greater consistency across the platform.

WHAT YOU’LL BE RESPONSIBLE FOR:

Advanced Case Support & Insurance Planning

- provide consultation and hands-on support for complex life insurance cases involving tax, estate, corporate, and succession planning strategies.
- Assist advisors in identifying and structuring insurance solutions for high-net-worth individuals, business owners, and corporate clients.
- Support opportunities from concept through placement, ensuring efficient and timely execution.
- Help resolve challenges that may delay or stall advanced cases.
- Act as a technical resource for advisors on life insurance products and planning strategies.

- Advisor Partnership & Enablement
- Partner directly with advisors and partner firms across Canada to support business growth and client engagement
- Act as a technical resource for advisors on life insurance products and planning strategies.

Advisor Partnership &

• Enablement

- Partner directly with advisors and partner firms across Canada to support business growth and client engagement opportunities.
- Deliver training, coaching, and educational sessions focused on advanced insurance planning concepts and sales strategies.




- Help advisors build confidence and capability in identifying and managing larger and more complex cases.
- Develop tools, resources, and best practices to support advisor success and consistency.
- Participate in advisor meetings, presentations, and strategic planning discussions where appropriate.

Business Development &

• Growth Support

- Support growth initiatives focused on increasing life insurance production and expanding advanced planning opportunities.
- Collaborate with advisors and partner firms to identify new opportunities within existing client relationships.
- Assist in driving larger average case sizes and increasing the number of advanced insurance opportunities across the platform.
- Support initiatives designed to improve advisor engagement and life insurance penetration.

Carrier Relationship Management

- Build and maintain strong relationships with insurance carrier partners and external stakeholders.
- Coordinate with carriers to improve responsiveness, underwriting support, and overall execution quality on complex opportunities.
- Work collaboratively with carrier partners on training initiatives, product education, and case support.
- Stay informed on product developments, industry trends, and competitive positioning within the marketplace.

Collaboration &

• Operational Excellence

- Promote consistency in approach, communication, and execution across partner firms and advisors.
- Work closely with internal teams to improve efficiency and enhance the advisor’s experience.
- Identify opportunities to streamline processes and reduce friction in case management and execution.
- Support ongoing platform initiatives and contribute to the continued growth and development of the life insurance business.

WHAT YOU BRING TO THE ROLE:

- Minimum 7–10 years of experience in life insurance distribution, advanced case consulting, business development, or advisor support.
- Strong knowledge of life insurance products,



advanced planning concepts, and tax and estate strategies.
- Experience supporting large or complex insurance cases involving business owners and high-net-worth clients.
- Proven ability to build relationships and collaborate effectively with advisors, partner firms, and carrier partners.
- Strong presentation, communication, and facilitation skills.
- Ability to work independently while managing multiple priorities and stakeholders.
- Must currently have an active life insurance license in good standing within Canada, with the ability to become licensed in all provinces and territories, as required.
- CFP, CLU, CHS, TEP, CPA, or related designations considered an asset.

CORE COMPETENCIES:

- Advanced Insurance &

• Estate Planning Knowledge

- Advisor Relationship Management
- Business Development
- Coaching &

• Training

- Collaboration &

• Communication

- Problem Solving &

• Strategic Thinking

- Organizational &

• Excellence

- Client-Centric Approach

SUCCESS MEASURES:

- Growth in life insurance production and premium volume
- Increased advanced case activity and larger average case sizes
- Improved advisor engagement and capability
- Strong advisor and carrier partner relationships
- Improved case execution and placement outcomes
- Increased collaboration and consistency across partner firms and advisors

WHAT WE OFFER:

- You will enjoy a very competitive compensation model, consisting of a base salary combined with a performance–based incentive structure.
- A comprehensive employee group advantages package (health, dental, disability, life and travel)
- Performance Bonus and company pension
- Offer flexible hours
- Social Committee
- Committed to diversity, equity and inclusion

This is for a newly created position. Navacord DOES utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.

We are committed to providing an inclusive and accessible recruitment and employment experience. Accommodations are available throughout the selection process in accordance with applicable human rights and accessibility legislation. If you require accommodation, let us know and we will work with you to meet your needs.

📌 Estate and Insurance Planning Specialist (Elmira)
🏢 Navacord
📍 Elmira