Estate Planning Associate

## Estate Planning AssociateApplylocations: TORONTO, Ontario, Canada: NEWMARKET, Ontario, Canadatime type: Full timeposted on: Posted 2 Days Agotime left to apply: End Date: July 11, 2026 (19 days left to apply)job requisition id: R- **Job Description****What is the Opportunity?**You will provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors, and our clients with support for servicing of in-force policies and new business processes. Your role on the team is to assist with servicing & maintaining our existing clients along with promote business growth for a two successful Estate Planning Specialist.**What will you do?*** Support Inforce servicing and respond to requests including, Inforce illustrations, cash surrender values, premium payment confirmation, all general/policy inquiries from Investment advisors & clients* Review all documentation and correspondence filing procedures and ensure an organized system is in place* Ensure client...