Regional Estate and Insurance Specialist (REIS)

IG Wealth Management

Canada, Ontario, Canada Full-time February 21, 2026

Found Description

Responsibilities

Establish relationships with consultants who want to partner with you to act as the insurance expert on their team for their HNW clients

Identify clients and insurance opportunities together with the consultant.

Develop proposal, model in our proprietary financial planning software, and present the solution to the client.

Actively speak and engage consultants at RO events and clients at marketing events.

Liaise with Region Management to identify strategies to grow insurance sales and Consultant growth opportunities.

Manage and promote key relationships with our Insurance Partners’ Advanced Sales departments.

Collaborate with Head Office on insurance and estate planning initiatives to the field.

Requirements:

Strong leadership, sales and relationship building skills and ability to execute on your own business plan.

Knowledge and underst...

Submit your application for Regional Estate and Insurance Specialist (REIS) at IG Wealth Management