Are you looking for an opportunity to join an innovative and fast-growing tech start-up? Look no further! We are currently looking for ambitious individuals who want to make an impact and help shape the future of this industry-disrupting organization. Come join our team and take part in our mission to make estate settlement easy and accessible for families across North America. Join us on our journey to success!

We’re looking for a passionate team player who brings positive energy and enthusiasm to work each day. Our ideal candidate will have the ability to work independently and remotely while bringing their skills, innovative ideas, and ambition to help us shape our future. If you think you have what it takes, don't hesitate to apply!

ClearEstate is a Series A startup backed by leading Fintech investors - OMERs, Diagram, and NAVentures. We offer technology-enabled services, designed to handle all estate planning and settlement needs (a massive $40B market). Because of our start-up environment, we thrive on (rather than endure) the unexpected day to day changes.

What we offer

• The opportunity to be a part of something big and meaningful with a positive impact.
• Opportunities for growth and access to a great network of professionals.
• Flexible in-person and remote work with a great office space in the heart of Montreal’s Old Port, or our office in the heart of Old Toronto.
• Transparent overall compensation package, offering fully funded benefits and insurance plans, along with both Health and Lifestyle spending accounts.
• Promotion of work life balance with 4 weeks vacation and 6 flex days.
• Virtual and in-person team building activities.
• A friendly work environment that has diversity and inclusion at the heart of our priorities.

As an Estate Plan Advisor reporting into the Senior Director, Planning & Estates, you will:

• Represent ClearEstate to our clients by providing estate planning guidance and explanations as needed throughout the estate planning process.
• Deliver quality customer service by identifying client needs with an empathic approach.
• Oversee and support clients with the implementation of their estate plans, generating their will and power of attorney documents through the ClearEstate platform.
• Evaluate and suggest additional services we offer, as applicable, in order to provide the best support to our clients.
• Work closely with our Customer Success Managers, who are the main point of contact for ClearEstate clients.
• Coordinate with external professional services (lawyers, accountants, etc.) in servicing client needs beyond ClearEstate’s scope.
• Communicate with clients’ financial or other advisors as requested or necessary.
• Ensure consistent and timely communication to clients, team members and stakeholders.
• Manage tasks, deadlines and quality control appropriately.
• Achieve quotas and service level agreements as part of our team goals.
• Field estate planning questions and provide training and support to ClearEstate staff and participate in development and delivery of educational material.
• Work with the Continuous Improvement team to develop templates, playbooks, checklists and other initiatives contributing to efficiency and scalability of services.
• Keep up to date on industry trends and legislation and make recommendations on how to incorporate these into our processes and service delivery.
• Test functionality and provide feedback to the Product team to improve the quality of the ClearEstate platform.
• Work cross-functionally with our internal teams to further develop ClearEstate.
• Deliver internal and external presentations including webinars and workshops.
• Work with the Business Development team and participate in meetings with potential partners, representing ClearEstate’s subject matter expertise.
• Participate in recruitment and maintenance of relationships with service partners.
• Conduct relevant research as required.

Apply with us if you are…

• Passionate about all things client-centric.
• Understand the importance of fostering client and cross-functional relationships.
• Knowledgeable in the estate planning area.
• Organized.
• Confident in your research abilities.
• Flourish in a fast-paced environment.
• Team Player with a collaborative mindset.
• Champion communicator.
• Tech-savvy.
• Empathetic and have genuine care for helping people.
• STEP Trust and Estate Practitioner (TEP) designation an asset.
• Bilingual (an asset).

ClearEstate values and celebrates individual diversity while ensuring equal opportunities and fostering inclusivity. As a result, every application is treated impartially. We are also dedicated to providing accessibility accommodations as needed. Please let us know if accessibility accommodations would help in providing you with a comfortable hiring and working experience.