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Added 29 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 43 mins ago
KB
Opportunities for Department Manager
Kent Building Supplies
Lower Sackville, NS
- Full-time
Whether you're leading a team, serving customers, creating content, managing projects, or building expertise in your field, you'll find opportunities to learn new skills, take on new…
Added 43 mins ago
KB
Opportunities for Department Manager
Kent Building Supplies
Dartmouth, NS
- Full-time
Whether you're leading a team, serving customers, creating content, managing projects, or building expertise in your field, you'll find opportunities to learn new skills, take on new…
Added 58 mins ago
UO
Manager, Operations and Impact, Cumming School of Medicine
University of Calgary
Calgary, AB
- Full-time
Reporting to the Associate Director, Strategy and Partnerships, the Manager, Operations and Impact leads a shared team of operations, finance, and communications staff serving CHI and W21C,…
Added 58 mins ago
R
Associate Managing Editor (French Services) (On Site)
Radio-Canada
Sherbrooke, QC
- Full-time
Radio-Canada Estrie is looking for an Associate Managing Editor who will work closely with and under the supervision of the Senior Manager of News and Programming. This position is based in…
Added 58 mins ago
MC
Network Technologist (35945)
Myticas Consulting
Ottawa, ON
- Full-time
3-year technical diploma/degree, Associate Degree or equivalent technical education in electronics, telecommunications, RF, networking or a related field.
Added 59 mins ago
G&
Operations Supervisor
Grand & Toy
Winnipeg, MB
- Full-time
You're an experienced operations leader who is comfortable taking charge, making decisions, and holding people accountable. You know how to build trust while having tough conversations when…
Added 59 mins ago
SL
Warehouse Associate
Sabre Ltd
Calgary, AB
- Full-time
Sabre is seeking a dependable and detail-oriented Warehouse Associate to support our shipping, receiving, inventory, and material management operations. This role plays a critical part in…
Added 59 mins ago
Insurance Associate
Odlum Brown
Vancouver, BC
We have an opportunity for an Insurance Associate to join our award-winning firm in the Vancouver office.
Added 1 hour ago
CG
Patient Portering Supervisor
Compass Group Canada
Brampton, ON
- Full-time
Overseeing the daily operations of patient transport and managing unionized associates.
Added 1 hour ago
Senior Policy Analyst
Government of Alberta
AB
Reporting to the Associate Director within the Statutory Director's Office (SDO), the Senior Policy Analyst leads the development and implementation of operational frameworks and processes…
Added 1 hour ago
E
Specialist II TIS Application Observability
Enbridge
Calgary, AB · Edmonton, AB · Toronto, ON
- Full-time
…monitoring, observability, site reliability engineering (SRE), or IT operations, including significant hands-on Dynatrace experience within a large enterprise…
Added 1 hour ago
W
(CAN) Electronics Associate
Walmart
Peterborough, ON
- Part-time
A Department Specialized Associate, this Associate drives sales in a highly specialized part of our business. Product knowledge in this field is at a premium.
Added 1 hour ago
UO
Donation Processing Associate
University of Alberta
Edmonton, AB
- Full-time
…Office of the Recording Secretary, the Donation Processing Associate plays an important role in supporting the University of Alberta's fundraising operations by ensuring the accurate and…
Added 1 hour ago
R
Analyst, Trade Support
RBC
Toronto, ON
- Full-time
…professionals looking to gain broad exposure across capital markets operations and build a strong foundation in financial…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour 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
IC
Associate Vice President – Startup Programs
IIM Calcutta Innovation Park
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
Designation of the Role: Associate Vice President – Startup Programs
Added 2 hours ago
Operations Manager, School of Skilled Trades and Apprenticeship
Mohawk College
Hamilton, ON
Academic Operations and Administrative Processes
Added 2 hours ago
JI
Opportunities for Department Manager
J.D. Irving, Limited
Dartmouth, NS
- Full-time
Whether you're leading a team, serving customers, creating content, managing projects, or building expertise in your field, you'll find opportunities to learn new skills, take on new…
Added 2 hours ago
JI
Opportunities for Department Manager
J.D. Irving, Limited
Halifax, NS
- Full-time
Whether you're leading a team, serving customers, creating content, managing projects, or building expertise in your field, you'll find opportunities to learn new skills, take on new…
Added 3 hours ago
T
Personal Banking Associate - L'Île-Perrot (18.75 hours)
TD
Notre-Dame-de-l'Île-Perrot, QC
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 3 hours ago
GT
UNIX Midrange Support
Global Technical Talent, an Inc. 5000 Company
Regina, SK
- $50 to $70 CAD / hour
- Contract
Microsoft Certified: Azure Administrator Associate
Added 3 hours ago
RB
Associate Director, Operational Resilience
Royal Bank of Canada
Toronto, ON
- Full-time
The Enterprise Chief Controls Office (ECCO) is seeking an Associate Director of Operational Resilience to join our First Line of Defense (1LOD) team and support the enterprise-wide…

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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