Find work in Canada.

546,874 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 17 mins ago
LO
Aftercare Associate
Lap of Love Veterinary Hospice
Toronto, ON
- Full-time
Location: Field-based (driving to client and veterinarian homes and clinics across the GTA) and on-site at our aquamation centre at 181 Weston Road in Toronto, ON
Added 47 mins ago
A
Community Growth Associate
Assemble
Toronto, ON
- $55,000 to $75,000 CAD / year
- Full-time
As a Community Growth Associate, you'll drive growth within the member companies that already know and value Assemble. You'll research and map each account in your Practice to see who is…
Added 47 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 47 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
Manage and update the Customer Relationship Management (CRM) database (Microsoft Dynamics), including - scheduled calls, updated client records, notes from each call, and appointments set
Added 47 mins ago
Customer Experience Associate - Hillside Shopping Centre, Victoria BC (22.5hrs/week)
Scotiabank
Victoria, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 47 mins ago
MI
Account Associate, Commercial Insurance
Masters Insurance
Remote, Canada
- Full-time
- Remote
If you are a motivated, self-directed individual with a passion for the insurance industry and a commitment to providing excellent client service, we encourage you to apply!
Added 47 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 47 mins ago
T
Customer Experience Associate
TD
Elora, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 47 mins ago
C
Client Engagement Associate
CIBC
Gibsons, BC
- Full-time
…to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding…
Added 47 mins ago
BB
Associé(e) aux ventes - Mobile (Temps partiel) / Mobile Sales Associate (Part Time)
Best Buy Canada
Montreal, QC
- Part-time
Aider les clients à trouver le produit ou le service idéal et répondre à leurs questions
Added 47 mins ago
BB
Associé(e) aux ventes - Mobile (Saisonnier(ère)) / Mobile Sales Associate (Seasonal)
Best Buy Canada
Montreal, QC
- Part-time
Aider les clients à trouver le produit ou le service idéal et répondre à leurs questions
Added 1 hour ago
SW
ScotiaMcLeod Investment Associate - Toronto
Scotia Wealth Management
Toronto, ON
- Full-time
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 1 hour ago
L
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel jour
LinkedIn
Terrebonne, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 1 hour ago
L
Retail Sales Associate
LensCrafters
Coquitlam, BC
- Part-time
The Retail Sales Associate will be responsible for providing exceptional customer service, building strong relationships with clients, and achieving sales targets. As an associate, you will…
Added 1 hour ago
Insurance Associate
Odlum Brown
Vancouver, BC
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…
Added 1 hour ago
RC
Senior Associate - Identity and Access Management
RSM Canada
Toronto, ON
- Full-time
Design, configure, implement, and support SailPoint IdentityIQ and/or Identity Security Cloud (ISC) solutions to meet client identity governance and access management requirements.
Added 1 hour ago
MR
Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
…prepared to write the examinations leading to the Qualified Associate Financial Planner ® (QAFP) or Certified Financial Planner ® (CFP) designation. The Department also offers the BBA…
Added 2 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Magog, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 2 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Magog, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 2 hours ago
BV
Media Sales Representative
Best Version Media
Brantford, ON
- Full-time
…start-up costs, on a schedule you control. You launch as an Associate Publisher - BVM’s name for the people who sell for, and run, a community magazine - with bonus earnings while you…
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 2 hours ago
RD
Investment Associate - Trading & Administration
RBC Dominion Securities
Oakville, ON
- 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. As an…
Added 2 hours ago
DC
International Enrolment Operations Coordinator
Douglas College
New Westminster, BC
- Full-time
Reporting to the Associate Director, International Enrolment Recruitment and Regulatory Compliance, the International Enrolment Operations Specialist liaises with Associate Deans,…
Added 2 hours ago
A
Visual Lead (Full - Time) - Oakridge Centre
ALO
Vancouver, BC
- Full-time
Collaborate with Operations Lead to ensure cross-functional training, and Sales & Service Lead to ensure the business is well-executed

Odlum Brown

Insurance Associate

Vancouver, BC, Canada

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job