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Added 1 hour ago
PC
Senior Human Resources Generalist
Parkinson Canada
Remote, Canada
- $85,000 to $95,000 CAD / year
- Full-time
- Remote
Serves as the first-line advisor to people leaders on performance management, attendance, conduct, accommodation, and workplace conflict, resolving matters independently within policy and…
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Modernizing the global finance operating model through standardization, simplification, automation, and continuous improvement.
Added 1 hour ago
C
Associate Insurance Advisor
Co-operators
Yellowknife, NT
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 2 hours ago
CC
Manager, Talent Acquisition
Connor, Clark & Lunn Financial Group (CC&L)
Toronto, ON
- Full-time
…continuous improvement initiatives. You will serve as a trusted advisor to business leaders, support the development of our recruitment team, and help advance our use of technology, data,…
Added 2 hours ago
D
Senior Advisor, Pricing of products and services
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior product and service pricing advisor, you help develop, update and monitor prices for products and services to promote business development and maximize profitability. You lead…
Added 2 hours ago
D
Senior Advisor, Strategic Performance
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a Senior Advisor, Strategic Performance on the Strategic Advice, Communication and Performance Team, you help coordinate initiatives involving the first line of defence. You contribute…
Added 2 hours ago
SENIOR FINANCIAL ANALYST ACCOUNTING SERVICES
City of Toronto
ON · Toronto, ON
Job Category: Finance, Accounting & Purchasing
Added 2 hours ago
Manager, Product Analytics
Rogers Communications
Toronto, ON
…supporting the Product Management team and its stakeholders across Finance, Sales, Marketing, Customer Experience, and…
Added 3 hours ago
AC
Accountant, Assurance and Accounting - January 2027
ACCA Careers
Kamloops, BC
- Temporary
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 4 hours ago
A
Technology Strategy & Transformation Manager
Accenture
Toronto, ON
- Full-time
Serve as trusted advisor to the C-suite defining strategy at the intersection of both technology and business
Added 4 hours ago
C
Sr. Manager, Email and Distributed Marketing
CIBC
Toronto, ON
- Full-time
…strategy and lead the execution, governance, and optimization of advisor and business-driven email communications across both Salesforce Marketing Cloud and traditional email channels,…
Added 4 hours ago
AS
Principal Banking Technology & Solution Architect (Canada only)
Aequilibrium Software Inc.
Remote, Canada
- $80 to $100 CAD / hour
- Contract
- Remote
You will work directly with credit union CTOs, CIOs and transformation leaders as a trusted technical advisor.
Added 5 hours ago
A
Everyday Banking Advisor - Cardston
ATB
Cardston, AB
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!
Added 5 hours ago
VF
Insurance and Investment Advisor
VFG Financial Group
Mississauga, ON
- Full-time
As a VFG Financial Group Advisor, you will benefit from:
Added 5 hours ago
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Financial Advisor - Scotia Plaza, Toronto
Scotiabank
Toronto, ON
- Full-time
Added 5 hours ago
C
Private Banking Associate
CIBC
London, ON
- Full-time
…financial needs of existing clients when the Private Banking Advisor is not available (including sale of high value products and services within established…
Added 5 hours ago
SQ
Underwriting Consultant
Sunlife Québec
Quebec, QC
- Full-time
Engage internal partners, business leaders, and advisors to deliver an advisor and Client-centric experience grounded in expertise, empathy, and trust.
Added 5 hours ago
IH
Senior Strategic Business Advisor
Interior Health Authority
BC · British Columbia, Canada
- Full-time
The Senior Strategic Business Advisor is responsible for supporting the Physician Compensation Team within the Finance portfolio, and the Medical Staff Contracts & Recruitment portfolio in…
Added 5 hours ago
WI
Independent Insurance broker
WellCare Insurance Corp.
Toronto, ON
- Full-time
Whether you’re an experienced broker with an established book of business or a motivated advisor looking to grow your career, we’d love to connect with you.
Added 6 hours ago
RB
Client Advisor
Royal Bank of Canada
Quebec, QC
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 6 hours ago
RB
Administrative Assistant
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 6 hours ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Full-time
Added 6 hours ago
AC
Sr Underwriter, Surety
Aviva Canada
Vancouver, BC
- Full-time
As a trusted advisor, you will help strengthen and expand Aviva's Surety presence by managing a portfolio of contractor accounts, collaborating with accredited brokers, and contributing to…
Added 6 hours ago
K
Senior Consultant - IT Risk Services
KPMG
ON · Toronto, Ontario
- Full-time
Strong understanding and experience with IT risk management and assessments in different capacities (e.g. advisor, internal/external audits, implementor).
Added 7 hours ago
Manager, Talent Acquisition
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
…continuous improvement initiatives. You will serve as a trusted advisor to business leaders, support the development of our recruitment team, and help advance our use of technology, data,…

First West

Wealth Protection Advisor, Service (Hybrid)

3rd Floor, 184 Main Street, Penticton, BC, V2A 1H2, Canada

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Job details

Posting language: English
Posted: Oct 26, 2026

Original job description

We are currently seeking a Wealth Protection Advisor (Service) to join our team. This is a hybrid role with an opportunity to work from one of our branches located in Kelowna, Penticton, Duncan, Victoria, Langley or the greater Vancouver area.

The Wealth Protection Advisor (Service) provides professional and comprehensive less complex, insurance planning, solutions and advice to members requiring term life insurance deals. This role completes a review of the member’s current level of insurance coverage and provides recommendations that meet the member’s life cycle needs for today and the future primarily from a virtual environment. The Wealth Protection Advisor (Service) mines current term policyholders, builds and maintains relationships and takes on referrals from lines of business in the term space, referring more complex insurance solutions to the Wealth Protection Advisor. This role also provides leadership, education, and coaching to branch employees on relevant insurance products and services, as required.

Here’s what would be included as a part of your typical day

Sales and Service Strategy: Mines current regular term life insurance policy holders, provides insurance planning and advice to members, referring complex cases to the Wealth Protection Advisor. Builds and maintains relationships, analyzes member data on income, assets, liabilities and wealth transfer objectives, identifies needs and provides appropriate insurance solutions or refers to product specialist within other FW Wealth Management (FWWM) lines of business; seeks opportunities to assist members in consolidating their financial assets with FWWM; conducts follow-up interviews with members on at least a bi-annual basis to identify changes in circumstances that would require alternate insurance option.
Risk Management: Provides advice and acts in accordance with ethical standards, Life Insurance Council of BC policies and applicable regulatory requirements, ensuring that risk to the member and FWWM are minimized; maintains compliance with FWWM audit and risk management policies and procedures. Keeps up to date with the changes surrounding Life Insurance and Wealth Management practices.
Leadership: Builds relationship with branch leadership and employees and provides subject matter expertise and/or mentoring when required; schedules and facilitates product knowledge sessions with members and/or branch employees; provides input into the performance evaluation for assigned support staff.
Member Transactions: Processes applications; conducts follow-up discussions with insurance vendors and/or contractors and/or medical professionals, as required, to assist with the processing of applications; sets up and maintains accurate member files.

Differentiation between WPA & WPA (Service) role:

The WPA works self-sourced opportunities and complex life insurance referrals solutions that require advanced planning and advice; WPA (Service) mines and works term life insurance deals that require simple planning and refers more complex planning and advice to the WPA
WPA is an outside sales role; WPA (Service) is a centralized role

Required Skills, Experience & Qualifications

Bachelor's Degree in related discipline or equivalent combination of education and experience required
Life Insurance Qualifying Program (LLQP) Required
CLU, CFP or PFP or equivalent designation (within 24 months) preferred
2-4 years in a life insurance sales position or equivalent required
Proven superior knowledge of life insurance products and services preferred
Proven networking and relationship building skills
Superior sales abilities e.g. active listening, identifying business opportunities, influencing, and negotiating to close sale
Demonstrated ability to communicate both verbally and in writing with a wide variety of people
Proficient with computer software programs e.g., Microsoft Office
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Our compensation has 3 parts:
    • Base Salary
    • Commission Structure - Competitive, performance-driven commissions with strong earning potential
    • Performance Bonus - Additional variable compensation aligned to your results

The compensation structure for this role is currently under review. Compensation will include a base salary, commission earnings, and an annual incentive opportunity. Anticipated total compensation for this role is between $90,000 and $120,000 annually.

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More about this job

Responsibilities

Provide term life insurance planning and advice, review members’ coverage and needs, and recommend suitable solutions while referring complex cases to a specialist. Build member and branch relationships, support insurance sales and applications, maintain compliant records, and coach branch employees on relevant products and services.

Requirements

A bachelor’s degree in a related discipline or equivalent education and experience, an LLQP qualification, and 2–4 years of life insurance sales experience are required. A CLU, CFP, PFP, or equivalent designation is preferred within 24 months, along with strong product knowledge, sales, communication, relationship-building, computer, and risk-management skills.

Skills

Life Insurance Planning
Insurance Sales
Relationship Building
Active Listening
Identifying Business Opportunities
Influencing
Negotiation
Verbal Communication
Written Communication
Risk Management
Regulatory Compliance
Member Data Analysis
Mentoring And Coaching
Microsoft Office
Application Processing

Visa sponsorship

Not detected in the job text

Keywords

Wealth Protection
Life Insurance
Term Life Insurance
Insurance Planning
Insurance Sales
LLQP
CLU
CFP
PFP
Financial Advice
Member Needs Analysis
Income And Asset Analysis
Wealth Transfer
Financial Asset Consolidation
Referrals
Sales Strategy
Risk Management
Regulatory Compliance
Life Insurance Council Of BC
Audit Policies
Branch Leadership
Product Knowledge
Coaching
Mentoring
Insurance Applications
Member Records
Microsoft Office

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