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Added 15 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 44 mins ago
B
Facility Services Manager
BGIS
ON · Ontario, Canada
- Full-time
The Facility Services Manager is accountable for day-to-day operations, vendor management and service management for the client(s) they support, as well as, data verification, reporting and…
Added 44 mins ago
GC
PROJECT MANAGER (ENGINEERING)
Giffen Consulting Ltd.
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Giffen Consulting Ltd. (Giffen) is looking for an experienced Project Manager to join our growing team in the Maritimes. This is starting as a remote arrangement located out of St. John's,…
Added 59 mins ago
B
Facility Services Manager
BGIS
ON · ON, Canada
- Full-time
The Facility Services Manager is accountable for day-to-day operations, vendor management and service management for the client(s) they support, as well as, data verification, reporting and…
Added 1 hour ago
SI
Director of Operations
Systemex Industries Conseils
Montreal, QC
- Full-time
…expertises complémentaires en automatisation industrielle et en services-conseils industriels. Nous accompagnons nos clients dans leur croissance en améliorant leur satisfaction, leur…
Added 1 hour ago
LC
Assistant Front Store Manager, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Aurora, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 hour ago
LC
Assistant Front Store Manager, Hourly Full Time Evening
Loblaw Companies Limited
Aurora, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 hour ago
MP
Accounts Receivable Manager
Miramar Property Management | Trivest Condominiums
Toronto, ON
- Full-time
Role Description The Accounts Receivable Manager is a full-time, on-site role based in Toronto, ON. The individual in this role oversees the accounts receivable function for condominium and…
Added 1 hour ago
A
SOC 3 Lead Analyst
Altis
Toronto, ON
- $100,000 to $105,000 CAD / year
- Full-time
…access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for…
Added 1 hour ago
EG
Collections Operations Manager - Surrey
Emterra Group
Surrey, BC
- Full-time
We are seeking an experienced Collections Operations Manager to lead our Surrey Collections operation. This role is accountable for overall safety, service delivery, people, productivity…
Added 1 hour ago
MS
TwelvEight Kitchen Manager
McMasters Student Union
Hamilton, ON
- Full-time
Work with the Food & Beverage Manager, Accounting Department and MSU VP Finance in overseeing the financial and accounting activities of the food services for 1280 and Union Market
Added 1 hour ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Ottawa, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 2 hours ago
BT
Audit and Assurance Manager
Baker Tilly Canada
Cobourg, ON
- Full-time
We are looking for an Audit and Assurance Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 2 hours ago
BT
Supervisor, Audit and Assurance
Baker Tilly Canada
Courtice, ON
- Full-time
…relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 2 hours ago
CB
Senior Property Manager
Coldwell Banker Real Estate Management Leaders
Brampton, ON
- Full-time
…professionals. We deliver best-in-class property management services, including proactive maintenance, efficient day-to-day operations, and comprehensive financial management tailored to…
Added 2 hours ago
EP
Sr. Operations Manager – Rating and Forms
Embrace Pet Insurance
NB · Chiasson Office, NB
- Full-time
We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the…
Added 2 hours ago
NB
Senior Private Banker
National Bank of Canada
Laval, QC
- Full-time
National Bank offers a wide range of financial services to individuals, businesses, and public sector organizations across Canada.
Added 2 hours ago
MD
Director of Training and Prevention / Dir Child & Family Services
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Director of Training and Prevention / Dir Child & Family Services
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Granby, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Nicolet, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 2 hours ago
FL
Store Manager
Foot Locker
Winnipeg, MB
- Full-time
You were born to lead. Reporting to your District Manager, your number one priority is to lead the store team to provide extreme customer service. You will lead, coach, and develop your…
Added 2 hours ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 2 hours ago
H
Engineering Manager, Enterprise
Harvey
Toronto, ON
- Full-time
At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how…
Added 3 hours ago
SW
Administration and Events Coordinator *email to apply*
Sport Wood Buffalo Association
Fort McMurray, AB
- Full-time
…works closely together to deliver a wide range of programs and services that make sport accessible for everyone in the…
Added 4 hours ago
WP
Manager, Parking and Commercial Operations
Westerner Park
Red Deer, AB
- Full-time
Westerner Park is seeking an experienced and business-focused Manager, Parking and Commercial Operations to lead the performance and growth of key customer-facing commercial operations,…

Odlum Brown

Insurance Associate

Vancouver, BC, Canada

Apply About employer

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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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