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Added 12 mins ago
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Senior Customer Experience Associate - Mount Forest (22.5 hours/week)
Scotiabank
Mount Forest, ON
- Full-time
Our Senior Customer Experience Associates 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 28 mins ago
HB
Sales Associate - BOSS Cross Iron Mills
HUGO BOSS
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Achieve positive results in personal sales by focusing on relationship selling, building a client base and offering exemplary customer service.
Added 28 mins ago
HB
Part Time Seasonal Associate - BOSS Cross Iron Mills
HUGO BOSS
Rocky View No 44, AB · Rocky View County, AB
- Part-time
Achieve positive results in personal sales by focusing on relationship selling, building a client base and offering exemplary customer service.
Added 57 mins ago
PV
Sales Associate
Pearle Vision
Toronto, ON · East York, ON
- Part-time
The Sales Associate creates exceptional value in the lives of patients by delivering outstanding eye care right in your neighborhood. Join our team and hone your selling and consultative…
Added 57 mins ago
GD
GARAGE - Seasonal Sales Associate - Southcentre Mall
Groupe Dynamite
Calgary, AB
- Temporary
Reporting to the Store Manager, you’ll be the face of our brand. As a Seasonal Sales Associate, your focus is creating an elevated shopping experience - whether it’s styling customers in…
Added 1 hour ago
AC
Accounts Payable Coordinator
Aston Carter
AB · Edmonton, Alberta
- $20 to $23 CAD / hour
- Contract
Strong customer service and relationship management skills.
Added 1 hour ago
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Seasonal Sales Associate (Markville Mall)
Knix
Markham, ON
- $19.7 CAD / hour
- Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 1 hour ago
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Seasonal Sales Associate (Square One)
Knix
Mississauga, ON
- $19.7 CAD / hour
- Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 1 hour ago
K
Seasonal Sales Associate (Rideau)
Knix
Ottawa, ON
- $19 CAD / hour
- Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 1 hour ago
K
Seasonal Sales Associate (Market Mall)
Knix
Calgary, AB
- $19.7 CAD / hour
- Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 1 hour ago
K
Seasonal Sales Associate (West Edmonton Mall)
Knix
AB · Edmonton, AB
- $19.7 CAD / hour
- Temporary
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 1 hour ago
Store Associate
Sherwin-Williams
Courtenay, BC
…Store Associates are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high…
Added 3 hours ago
PC
Payroll Associate (Contract)
Pwc Canada
Toronto, ON
- Full-time
Advanced communication skills both written and oral and excellent customer service, relationship building and cross-functional skills
Added 4 hours ago
Retail Sales Associate Part Time
Tailored Brands
Sarnia, ON
Build a relationship with your customer from greeting through post-sale contact.
Added 4 hours ago
TB
Senior Retail Sales Associate
Tailored Brands
Belleville, ON
- Full-time
· Build a relationship with your customer from greeting through post-sale contact.
Added 4 hours ago
Retail Sales Associate Part Time
Tailored Brands
Mississauga, ON
Build a relationship with your customer from greeting through post-sale contact.
Added 4 hours ago
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Associate Technical Consultant, Environmental Scientist
Worley
Calgary, AB
- Full-time
Supporting business development activities, client relationship management, and opportunities to expand project scope and service offerings.
Added 4 hours ago
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Customer Support, Field Service Coordinator - Windsor Windows
Woodgrain
Windsor, ON
- Full-time
Strong customer service and relationship-building skills.
Added 4 hours ago
MD
APEX Accelerator Area Manager - State Program Administrator Intermediate
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
An Associate's degree as specified may be substituted for six (6) months of experience as described.
Added 5 hours ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
PICTON Investments is presently seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. The Associate will be a…
Added 5 hours ago
WC
(CAN) Staff Pharmacist
Walmart Canada
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 6 hours ago
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Part Time Retail Associate (Optical): Calgary, AB
Specsavers
Calgary, AB
- Part-time
Schedule follow-up appointments to maintain excellent customer care.
Added 6 hours ago
WC
On Site Solutions Associate
White Cap Canada
AB · Edmonton, AB
- Full-time
Responsible for daily executing of our service commitment and identifying customer's needs as well as outlining specific goals to meet those needs.
Added 6 hours ago
DD
DSW: Sales Associate
DSW Designer Shoe Warehouse
AB · Edmonton, AB
- Part-time
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 6 hours ago
OG
Olive Garden, Waterloo - Service Manager
Olive Garden Canada
Waterloo, ON
- Full-time

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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