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Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Kitchener, ON
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 1 hour ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 2 hours ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 2 hours ago
DC
Senior Environmental Engineer or Geoscientist
Dillon Consulting Limited
London, ON
- Full-time
We’re looking for a technical leader, trusted advisor and problem solver with a safety-first mindset and the desire to build strong teams to lead Ontario-based contaminated sites projects.
Added 2 hours ago
BF
Health Safety Environment Coordinator
BAUER Foundations Canada Inc.
Richmond, BC
- $35 to $45 CAD / hour
- Contract
Work with HSE Director, BC Regional Director, BC Regional HSE Advisor, Project Managers and Site Supervisors to keep safety procedures maintained to a high standard.
Added 2 hours ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
2 years in an Advisor/Client support role in a Financial Services/Insurance firm.
Added 2 hours ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 3 hours ago
M
Tax Operations Representative
Manulife
Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
Reporting to the Manager of Tax Operations, the incumbent of the position is primarily responsible for handling advisor and customer interactions - including both outbound calls and…
Added 3 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth…
Added 6 hours ago
UO
Research Assistant, Clinical Neurosciences
University of Calgary
Calgary, AB
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Added 6 hours ago
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Professor, Electrical (26-44)
Northern College of Applied Arts and Technology
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- Full-time
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Added 7 hours ago
TO
Manager, HIS & Clinical Solutions
The Ottawa Hospital
Ottawa, ON
- Full-time
The Information Services Mission: "We will deliver services that allow our clinicians to provide best practice healthcare and allow our administrators to support hospital operations. As…
Added 8 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Drummondville, QC
- Full-time
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Added 8 hours ago
PH
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Added 9 hours ago
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Added 9 hours ago
D(
HR Advisor – Fixed-Term Until July 2028
DWF (Canada)
Toronto, ON
- Full-time
DWF Group is a global provider of integrated legal and business services. As part of the DWF Group, our Canadian legal team is driven by innovation, collaboration, and a shared commitment…
Added 10 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 hours ago
PC
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Added 10 hours ago
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…achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,…
Added 10 hours ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…Executive Teams 2024 - 2026 | Best Workplaces™ in Financial Services & Insurance 2022 - 2026 | Best Workplaces™ for Mental Wellness 2023 - 2026 | Best Workplaces™ for Giving Back 2022 &…
Added 10 hours ago
NB
Financial Advisor
National Bank of Canada
Saint-Bruno, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 11 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Process Management and Administration are responsible for providing administrative support services to members of the Advisor network across the country.

Odlum Brown

Insurance Associate

Vancouver, BC, Canada

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Job details

Apply by: Nov 17, 2026
Experience: 3+ years of experience in life and health insurance, including two years completing insurance applications directly with clients
Posting language: English
Posted: Oct 30, 2026

Original job description

WHO WE ARE
Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

THE OPPORTUNITY
We have an opportunity for an Insurance Associate to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO
Reporting to the Senior Manager, Estate and Insurance, you will take ownership of client files following the initial planning meeting. You will meet with clients to complete insurance applications, manage cases through underwriting and policy delivery, and support ongoing policy service. You will also lead insurance marketing initiatives, working closely with Estate and Insurance Planners, Investment Advisors, Portfolio Managers, clients and insurance carriers.

RESPONSIBILITIES
Insurance Applications, Operations and Case Management

Meet with clients following the initial planning discussion to complete insurance applications and explain documentation requirements and next steps
Act as a key point of contact for Estate and Insurance Planners, Investment Advisors and Assistants, clients and insurance carriers
Prepare and submit accurate applications and supporting documentation, obtaining outstanding information and signatures
Manage cases from application through underwriting and policy delivery to ongoing service, coordinating timelines and all parties involved
Coordinate underwriting requirements with clients and carriers, monitor progress, resolve routine issues and escalate complex matters as needed
Provide timely case updates, respond to inquiries from clients, advisors and internal partners, and support timely resolution
Maintain complete and accurate client and case records in accordance with regulatory, privacy and firm requirements
Support policy delivery and ongoing service, including policy changes, beneficiary updates and other in-force requests
Prepare meeting materials, case summaries and client communications
Stay current on insurance products, carrier processes and industry requirements

Insurance Marketing, Practice Development and Team Support

Coordinate insurance marketing initiatives for clients, advisors and the firm in partnership with the Marketing and Compliance teams
Develop clear, compliant brochures, presentations, email campaigns and other client-facing insurance materials
Support business development through seminars, referrals, advisor outreach and other initiatives that build awareness of insurance planning opportunities
Review client financial plans to uncover insurance needs and planning opportunities, and share findings with Estate and Insurance Planners and Advisors
Track marketing activities and results, and identify opportunities to improve campaigns
Identify opportunities to improve workflows, templates and client service practices
Provide day-to-day guidance and support to Insurance Assistants

COMPETENCIES

Advising and Coaching – Use knowledge and relationships to assess the needs of internal or external stakeholders, come up with recommendations, and provide coaching or advice that helps them solve challenges, grow and/or reach their goals
Business Development – Identify, qualify, pursue, and secure leads on new business opportunities to drive revenue growth and expand client base in target markets or customer segments
Customer Relationship Management – Build, manage, and nurture client relationships, leveraging CRM tools to track interactions, understand client needs, and deliver consistent service
Financial Planning – Develop comprehensive financial strategies or recommend products that align resources or assets with clients' long-term goals, balancing income, investments, savings, and expenditures
Product Knowledge – Maintain and deepen knowledge of company products, services and/or applications in order to align features, benefits, and uses to client or stakeholder needs
Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
Risk Assessment – Identify, analyze, and evaluate risks to make decisions and take actions that manage their likelihood and impact on achieving our objectives for the benefit of our clients, firm, and communities

KNOWLEDGE AND EXPERIENCE

3+ years of experience in life and health insurance, including two years completing insurance applications directly with clients
Post-secondary degree in business, commerce or a related field is an asset
Certified Financial Planner CFP® designation is an asset
Current Life and Accident and Sickness licence in good standing, with no supervision requirements
Demonstrated experience managing insurance applications and new business cases through underwriting and policy delivery, and servicing in-force policies
Knowledge of life, disability, critical illness and long-term care insurance, annuities and segregated funds
Knowledge of insurance and estate planning principles, regulatory requirements and privacy obligations
Sound judgement when managing complex or sensitive client and advisor requests
Strong writing and presentation skills, with experience developing client-facing materials
Experience supporting marketing, business development or client engagement initiatives
Strong organizational and project coordination skills, with the ability to manage competing priorities
Proficiency with insurance carrier systems and experience using CRM and financial planning software
Collaborative, service-oriented approach, with the ability to build relationships and support colleagues

WHAT WE OFFER
A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and value everyone’s contribution.

We offer a competitive and equitable total rewards package, including mentorship programs and meaningful professional development to support your continued growth. The salary for this role is $65,000 – $75,000/year, plus the potential for bonuses.

Our team is growing, and we have room for one more talented professional. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by November 16, 2026.

Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.

We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at careers@odlumbrown.com.

We appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.

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More about this job

Responsibilities

The Insurance Associate will manage client insurance files from application through underwriting and policy delivery while coordinating with internal teams and carriers. They will also lead insurance marketing initiatives and provide ongoing service to ensure client needs are met in accordance with regulatory requirements.

Requirements

Candidates must have at least 3 years of experience in life and health insurance and hold a current Life and Accident and Sickness license. A post-secondary degree in business or a related field is preferred, along with strong organizational and communication skills.

Skills

Insurance applications
Case management
Underwriting
Policy delivery
Financial planning
Marketing initiatives
Regulatory compliance
Risk assessment
CRM software
Project coordination
Business development
Life insurance
Health insurance
Presentation skills
Writing

Benefits

Mentorship programs
Professional development
Total rewards package

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Estate planning
Underwriting
Life insurance
Health insurance
Disability insurance
Critical illness insurance
Annuities
Segregated funds
CRM
Financial planning
Marketing
Compliance
Business development
Case management
Policy delivery
Investment firm
Client service
Regulatory requirements
Privacy obligations

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