Find work in Canada.

493,559 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 9 mins ago
B&
Security Manager (Healthcare)
Black & McDonald Limited
Toronto, ON
- Full-time
Black & McDonald is an integrated, multi trade service provider that safely delivers high quality construction, facilities management, and technical solutions. We are a family-owned and…
Added 9 mins ago
NO
Stock Specialist (Full-Time) - Union
Nestle Operational Services Worldwide SA
Toronto, ON
- Full-time
We are looking for a Full Time Stock Specialist to join our team! This position is an existing vacancy. This role will be responsible for ensuring efficient daily boutique operations,…
Added 9 mins ago
CF
Senior Security Specialist
CI Financial
Toronto, ON
- Full-time
The Security Analyst II (Senior Security Specialist) is a senior hands-on security professional responsible for identifying, assessing, and remediating enterprise security risk. The role…
Added 9 mins ago
MM
Technical Lead - Microsoft Business Central
Mohawk Medbuy Corporation
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We are currently recruiting for a Technical Lead - Microsoft Business Central to support our Member IT Services team. The successful candidate can work from our Toronto or Burlington…
Added 9 mins ago
NB
banking advisor
National Bank of Canada
L'Île-Perrot, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 9 mins ago
NB
Senior Analyst - Transaction Reporting
National Bank of Canada
Montreal, QC
- Full-time
…team at National Bank means acting as a transaction reporting specialist. In this role, you help ensure regulatory compliance, data integrity, and operational excellence across capital…
Added 24 mins ago
K
Tax Specialist, Enterprise Tax
KPMG
Ottawa, ON
- Full-time
…any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team by calling…
Added 24 mins ago
BC
Sales Support Specialist
Beem Credit Union
Burnaby, BC · Kelowna, BC · North Vancouver, BC
- Full-time
The Sales Support Specialist provides operational and administrative support to the Commercial and Small Business Divisions, ensuring a premium level of service to assigned business…
Added 24 mins ago
B
Patient Services Specialist
BonLook
Victoria, BC
- Full-time
In this role, you’ll deliver exceptional service and support, enhancing the lives of our patients in a dynamic, and rewarding environment that values teamwork and collaboration.
Added 24 mins ago
Tooling Specialist - Canada (m/f/d)
Nordex Group
AB
The role of Tooling Specialist, Canada directly supports the company’s mission to develop and deliver clean power plants that make 100% renewable energy a reality for the world. As the…
Added 24 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Winnipeg, MB
- Part-time
Always put the Customer first and provides superior customer service
Added 39 mins ago
SC
Creative Retail Sourcing Specialist (Buyer)
Sheridan College
Oakville, ON
- Full-time
You have a client service focus with an aptitude to make connections, support others, provide excellent customer service and might identify as a community builder.
Added 39 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Terrebonne, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 39 mins ago
NB
Banking Advisor
National Bank of Canada
Aurora, ON
- Part-time
Refer your clients to your specialist colleagues for their specific needs.
Added 39 mins ago
UI
Account Development Specialist
UAP Inc.
Cranbrook, BC
- $56,100 to $70,100 CAD / year
- Full-time
At NAPA, we are driving the future of the auto parts industry with unmatched service and innovative solutions. Our passionate sales team is at the heart of our success, dedicated to…
Added 39 mins ago
UI
Automotive Parts Specialist
UAP Inc.
Calgary, AB
- $21.6 to $28.8 CAD / hour
- Full-time
NAPA in-store team members take pride in providing excellent customer service! Share your passion for customer service by becoming the face and voice of our store. Join a team that is…
Added 39 mins ago
TG
Procurement Specialist
Trillium Guideway Partners
Toronto, ON · Greater Toronto Area, Canada
- $90,000 to $125,000 CAD / year
- Full-time
The Procurement Specialist is responsible for providing support to the Procurement team for all phases of vendor recruitment for the Ontario Line Elevated Guideway and Stations project. You…
Added 39 mins ago
CP
Senior Employer Onboarding Specialist (DB Pension Implementation)
CAAT Pension Plan
Toronto, ON · Head Office
- Full-time
We are seeking a Senior Onboarding Specialist to support the successful onboarding of employers joining the CAAT Pension Plan.
Added 39 mins ago
DT
Product and Solutions Sales Specialist 4
Dell Technologies
Toronto, ON
- Full-time
Join us to do the best work of your career and make a profound social impact as a Outside Sales Product Specialist on our Product and Solutions Sales Specialist Team.
Added 39 mins ago
R
Client Advisor Intern
RBC
Petawawa, ON
- Full-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 39 mins ago
UO
Marketing and Communications Specialist, SHCS - Okanagan
University of British Columbia
Kelowna, BC · UBCO | Nicola Residence (NIC)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
…Services, Conferences and Accommodations and Parking, with support to the Bookstore and other SHCS portfolios as…
Added 39 mins ago
Web Content & Digital Experience Specialist
Talent Acquisition - Achev
Mississauga, ON
Support digital campaigns, events, fundraising initiatives, and service promotion activities.
Added 39 mins ago
T
Wealth Planning Specialist
TD
AB
- Full-time
As a member of Private Wealth Management, the Wealth Planning Specialist is responsible for partnering with TD advisors to deliver high value customized guidance on retirement, tax, estate…
Added 39 mins ago
C
Hourly AV Specialist - TRR Granville
Cineplex
Vancouver, BC · Granville, YT
- Part-time
The AV Specialist is responsible for the implementation of audio, visual and lighting production for Rec Room programming and hosted events. This is a technical position, allowing the…
Added 39 mins ago
WA
Scheduling and Sales Specialist
WSA Americas
Burlington, ON · Hamilton, ON · Mississauga, ON · Oakville, ON · Toronto, ON
- Full-time
Join our Inside Sales Team! Now hiring a Scheduling and Sales Specialist (internally called an Inside Sales Specialist) to join our growing organization.

First West

Wealth Protection Advisor, Service (Hybrid)

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

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job