Estate Planning Assistant (Insurance)

Location: Montréal, QC, Canada. Work arrangement details, including the proportion of on-site and remote work, will be discussed during the interview.

Company

hirify.global is a relationship-oriented bank serving clients through banking and financial services.

What you will do

• Support Head Office and Estate Planning Specialists with administration, sales, marketing, and assigned projects.
• Review life insurance applications, change forms, and related documents for completeness and accuracy.
• Forward applications to insurance companies, organize underwriting requirements, and maintain complete client files.
• Distribute policy anniversary statements and notifications, follow up with Investment Advisors, and respond to or redirect client enquiries.
• Prepare insurance illustrations and complete electronic and paper applications.
• Plan and organize client seminars, lunch-and-learns, workshops, and product launches.

Requirements

• 2–3 years of experience in the insurance industry.
• Degree or diploma in Business.
• Fluency in French and English to serve clients in the community.
• Strong attention to detail and critical-thinking skills.
• Client-focused approach, sound judgment, and ability to prioritize and provide accurate administrative support.
• Legal eligibility to work at the specified location; a valid work or study permit is required where applicable.

Nice to have

• License Qualification Program (LLQP) certification.

Culture & Benefits

• Regular employment with a 37.5-hour work week.
• Competitive salary, incentive pay, banking benefits, and a benefits program subject to plan terms.
• Defined benefit pension plan and employee share purchase plan, subject to applicable terms.
• Vacation offering, wellbeing support, and a points-based recognition program.
• Learning and development support, including a paid Purpose Day.
• Inclusive and accessible work environment with accommodation available during recruitment.

Hiring process

• An attribute-based assessment and other skills tests, including French proficiency testing, may be required.
• Artificial intelligence tools may be used during the recruitment process.