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McNeill Nakamoto Recruitment Group Logo

Insurance Specialist – Financial Planning

Reference ID: 16100

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Vancouver, BC
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Full Time
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Banking, Finance and Insurance

Are you a passionate, reliable and caring financial planning and insurance professional who values solid business relationships and providing clients with sound advice? Our client is looking for an Insurance Specialist who can combine acute business acumen with exceptional financial aptitude. This is a great opportunity to take on a challenging and dynamic role with a reputable financial services organization. The Insurance Specialist will be working as part of a tight-knit, wealth management team, and being the go-to individual for providing expert insurance knowledge to clients.

Location: Vancouver, BC


  • Proactively build working relationships to expand and promote the wealth management division through referrals, existing networks and continued outreach
  • Work closely with Portfolio Managers to enhance overall client service offering with insurance products and knowledge
  • Develop, implement and sustain a solid business plan to achieve targets for growth
  • Develop and construct comprehensive and leading financial plans for clients
  • Utilize client network to discover and identify how to best serve client needs; utilize customer relationship management tools to retain clients and build solid relationships
  • Meet with and serve as an advisor to clients on insurance products  
  • Comply with existing procedures and policy programs in place
  • Make an ongoing commitment to continuous improvement and learning within the insurance and financial planning industry


  • Minimum 5 years’ financial planning experience; minimum 2 years’ life and Insurance experience
  • Strong industry experience and knowledge of insurance products and financial planning
  • Completion of CFP and LLQP; Completion of CLU or willingness to complete
  • Excellent understanding of all aspects of financial planning business processes and products
  • Previous experience and knowledge of financial statement analysis
  • Superior communication and presentation, interpersonal and organizational skills
  • Proficiency in working with financial planning tools and software
  • Demonstrated commitment to providing exemplary advisory services and product solutions

Individuals meeting the criteria above are encouraged to submit their resume to Alana Savage by visiting and clicking "APPLY NOW" above. Alana can be reached at 604-662-8967 ext. 103 in confidence. While we thank all candidates for their interest, only select individuals will be contacted for follow-up.


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Posted: July 17, 2018
Closes: September 15, 2018
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About McNeill Nakamoto Recruitment Group

Good enough, isn't. Finding professionals with the requisite skills is easy. Learning about the person behind the professional is more challenging. At McNak we recruit for the financial, real ...