Estate Planning Assistant (Trusts and Estate Planning)

Location: Toronto, ON; on-site full-time Monday through Friday

Salary: $50,840–$59,350 annualized base salary, plus eligibility for an annual discretionary incentive or bonus program.

Company

hirify.global is a relationship-oriented bank focused on delivering client-centered financial services.

What you will do

• Support Head Office and Estate Planning Specialists with administration, sales, and marketing activities.
• Review life insurance applications, change forms, and related documents for completeness and accuracy.
• Forward applications to insurance companies, organize underwriting requirements, and maintain accurate client files.
• Distribute policy anniversary statements and notifications and coordinate timely client service with Investment Advisors.
• Prepare insurance illustrations and obtain special or in-force illustrations from insurance carriers.
• Plan and organize client seminars, lunch-and-learns, workshops, and product launches.

Requirements

• Proven experience in customer service, estates, and sales.
• Degree or diploma in Business.
• Life License Qualification Program certification, or openness to obtaining it within 12 months of hire.
• Strong attention to detail, critical thinking, client focus, trust, and teamwork.
• Legal eligibility to work in Canada and, where applicable, a valid work or study permit.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan, employee share purchase plan, and vacation offering.
• Wellbeing support and a points-based employee recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible candidate experience with a collaborative work environment.

Hiring process

• Recruitment may include an attribute-based assessment and additional skills tests.
• French proficiency or other role-relevant assessments may be evaluated where applicable.
• Artificial intelligence tools may be used during recruitment.