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Added 5 mins ago
C
Administrative Assistant-Bilingual
CIBC
Quebec, QC · Ste.-Foy, QC
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 5 mins ago
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Regional Director of Trust - Prairies
BMO
Calgary, AB · CALG
- Full-time
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account…
Added 5 mins ago
Business Advisor- Regina branches
Scotiabank
Regina, SK
Added 5 mins ago
M
Senior Manager, Forestry Program Management
MNP
Edmonton, AB
- Full-time
…for a large forestry grant funding organization. As a trusted advisor, you’ll collaborate with the team in the delivery of forestry-related projects within the funding programs. Our team is…
Added 19 mins ago
People Advisor
GHD Group Pty Ltd
Montreal, QC
Client & Customer Management (Internal): Help senior colleagues manage internal client and customer relationships by using relevant sales or client systems.
Added 19 mins ago
Client Solutions Lead
Insight Enterprises, Inc.
BC
Trusted advisor approach with client executives and the ability to build long-term relationships.
Added 20 mins ago
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Account Director, Clinical Studies
AXON
Toronto, ON
- Full-time
Are you a healthcare communications professional who enjoys building client relationships, developing teams and turning complex challenges into clear, practical strategies?
Added 35 mins ago
FW
Senior Business Architect
Future Works
Remote, Canada
- Contract
- Remote
Client Discovery & Stakeholder Engagement: Independently facilitate workshops, interviews, and discovery sessions with senior client stakeholders. Build trusted advisor relationships and…
Added 50 mins ago
LG
Senior Accountant
Lotus Group
Calgary, AB
- Full-time
…expertise, sound professional judgment, and a proactive approach to client management. The successful candidate will serve as a trusted advisor to clients, ensuring the highest standards of…
Added 50 mins ago
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Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Act as a trusted advisor on sales compensation matters, providing expertise and practical guidance
Added 1 hour ago
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HR Advisor
Ontario Securities Commission
Toronto, ON · CA ON Toronto
- Full-time
Reporting to the Head of HR Advisory Services and Support, the HR Advisor works closely with the Senior HR Business Partner to deliver a range of Human Resources services and programs in…
Added 1 hour ago
SL
Account Executive, National Accounts Managing
Sun Life
Calgary, AB · Edmonton, AB
- Full-time
Ensure client/advisor needs are met through the delivery of value-added products and services
Added 1 hour ago
CG
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar Group
Montreal, QC
- Full-time
Relationship Management – Build and maintain relationships with clients as a trusted advisor to their strategic marketing plan and grow revenue.
Added 1 hour ago
C
Associate Investment Advisor- Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and…
Added 1 hour ago
C
Senior Branch Administrator, Wood Gundy-Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…consistent demonstration of high levels of internal and external client service, adherence to compliance and audit requirements and maintenance of branch…
Added 1 hour ago
C
CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and…
Added 1 hour ago
C
CIBC - Administrative Assistant - Wood Gundy - Montreal -Bilingual
CIBC
Laval, QC · Montreal, QC
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 1 hour ago
C
Branch Administrator, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
…consistent demonstration of high levels of internal and external client service, adherence to compliance and audit requirements and maintenance of branch…
Added 1 hour ago
GM
Sr IT BA – Retail & Athleisure Planning
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Vancouver, BC
- Full-time
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Added 2 hours ago
Business Advisor - Vaughan Market, ON
Scotiabank
Woodbridge, ON
Added 4 hours ago
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Insurance Advisor
Howden
Winchester, ON
- Full-time
You must have a passion for developing business through marketing, community engagement, networking, client meetings, just to name a few – the stronger our presence in the market, the more…
Added 4 hours ago
GO
Senior Energy Advisor
Government of Yukon
Whitehorse, YT
- Full-time
The Senior Energy Advisor is part of a team that develops, implements and evaluates energy programs and initiatives designed to achieve the Yukon’s energy objectives with an emphasis on…
Added 5 hours ago
Associate (m/f/d) Index Management – Equity Rebalance
Solactive AG
Toronto, ON
As part of the Client Relationship Management & Advisory team, proactively cultivate relationships with a global client base, identify new business opportunities, and act as a trusted…
Added 5 hours ago
NB
Contract Implementation Coordinator
National Bank of Canada
Montreal, QC
- Full-time
…support sales conversion. Your work has a direct impact on the advisor experience, collaboration with insurance carriers, and the operational performance of National Bank Insurance…
Added 5 hours ago
S
Associate (m/f/d) Index Management – Equity Rebalance
Solactive
Toronto, ON
- Full-time
As part of the Client Relationship Management & Advisory team, proactively cultivate relationships with a global client base, identify new business opportunities, and act as a trusted…

National Bank of Canada

Contract Implementation Coordinator

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 2, 2026
Experience: Bachelor’s degree and 4 years of relevant experience, or a Master’s degree and 2 years of relevant experience.
Posting language: English
Posted: Nov 2, 2026

Original job description

A career as a Contract Implementation Coordinator within National Bank Insurance Firm means acting as a specialist in the coordination and analysis of new individual insurance business.

In this role, you play a key part in the contract placement process with multiple insurers. Through your expertise, you help accelerate policy issuance, ensure contract quality, and support sales conversion. Your work has a direct impact on the advisor experience, collaboration with insurance carriers, and the operational performance of National Bank Insurance Firm.

Your role

Coordinate the policy placement process for individual insurance contracts across multiple insurers, acting as a liaison between advisors, assistants, insurance carriers, and internal partners.
Validate client files prior to policy placement to ensure all information, documentation, signatures, payments, and applicable requirements are complete and compliant.
Analyze delivery requirements, incomplete files, discrepancies, and additional underwriting conditions, while coordinating the actions required to resolve them.
Ensure proactive follow-up on pending files with insurers to facilitate their progression and minimize policy issuance delays.
Prioritize files based on their status, identified issues, and applicable requirements, while providing stakeholders with timely updates on progress.
Maintain accurate information in internal systems, ensure data quality and integrity, and contribute to the continuous improvement of processes and advisor experience.

Your team

National Bank Insurance offers financial services and distributes individual insurance, group insurance, and investment products through a network of financial security advisors operating across several Canadian provinces.

Within the Insurance sector, you will be part of a team dedicated to the efficiency and quality of operations related to new business. You will work closely with advisors, assistants, insurance carriers, and internal teams to ensure the smooth progression of files and the timely placement of insurance contracts.

We strive to offer you maximum flexibility to support your quality of life. This includes a hybrid work environment as well as a flexible and adaptable schedule.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, help you master your profession and develop new areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring programs are available to you at all times.

Requirements

Bachelor’s degree and 4 years of relevant experience, or a Master’s degree and 2 years of relevant experience.
Financial Security Advisor licence (Life and Health Insurance), considered an asset.
Experience in the analysis, coordination, and placement of individual insurance applications.
Experience working in a multi-insurer environment requiring coordination among multiple stakeholders and operational requirements.
Strong knowledge of practices and administrative processes related to new individual insurance business.

Knowledge of regulatory requirements related to the administration and placement of insurance contracts.

Languages: French, English
Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.
Required skills: Compliance Management, Contract Management, Customer Service, Empathy, Initiative, Insurance, Learning Agility, Resiliency, Rigor, Teamwork

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply About employer

More about this job

Responsibilities

Coordinate the placement of individual insurance policies across multiple insurers, serving as a liaison among advisors, assistants, carriers, and internal teams. Validate and analyze files, resolve missing information and discrepancies, follow up on pending cases, prioritize work, and maintain accurate system records to support timely issuance and process improvement.

Requirements

Requires a bachelor's degree and four years of relevant experience, or a master's degree and two years of relevant experience, along with experience analyzing, coordinating, and placing individual insurance applications. Candidates should understand new-business administrative practices and insurance contract regulatory requirements; a Financial Security Advisor licence in Life and Health Insurance is an asset.

Skills

Compliance Management
Contract Management
Customer Service
Empathy
Initiative
Insurance
Learning Agility
Resiliency
Rigor
Teamwork
File Analysis
Policy Placement
Stakeholder Coordination
Data Quality

Benefits

Health And Wellness Program
Flexible Group Insurance
Pension Plan
Employee Share Ownership Plan
Employee And Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

Individual Insurance
New Business
Policy Placement
Contract Implementation
Insurance Applications
Multiple Insurers
Underwriting Conditions
File Validation
Regulatory Requirements
Compliance
Contract Management
Insurance Administration
Stakeholder Coordination
Advisor Support
Insurance Carriers
Policy Issuance
Data Quality
Process Improvement
Financial Security Advisor Licence
Life And Health Insurance

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