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Added 24 mins ago
MI
Associate Project Manager and Consultant
Micronetbd Inc
Toronto, ON
- Full-time
Keep project plans, timelines and weekly status reports current, and raise blockers early
Added 54 mins ago
MD
Artificial Intelligence (AI) Support Developer - Information Technology Spec 3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Knowledge of various methodologies such as SDLC, ITIL, Project Management roles, Change and Release Management, Technical Design, and Software Development Architecture.
Added 54 mins ago
MD
IT Advanced Project Manager - ITS4
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Possession of a Certified Associate in Project Management (CAPM) and/or Project Management Professional (PMP) certification.
Added 1 hour ago
EI
Technical Lead, Sustaining (CDU)
Ecolab Inc.
Calgary, AB
- Full-time
…through end of life. In this role, you will partner with Product Management and Project Management teams to translate business priorities into executable engineering plans while leading…
Added 1 hour ago
GD
Design Engineering C4 Systems Associate Specialist
General Dynamics Land Systems–Canada
London, ON
- Contract
…definitization of Government Furnished Equipment (GFE) for each assigned project. Engage with vendors on the selection and finalization of Command, Control, Communications, Computers (C4)…
Added 2 hours ago
R|
Research Associate
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Work Experience: Minimum of 2 years of work experience and project management
Added 3 hours ago
TH
Merchandising Execution Associate Part-Time - 7245 Regina Northwest
The Home Depot Canada
Regina, SK
- Part-time
Read and interpret directions to ensure merchandise is set to the planogram, project instructions, program service requirements and general service guidelines
Added 3 hours ago
TH
Merchandising Execution Associate Part-Time - 7086 Winnipeg Southwest
The Home Depot Canada
Winnipeg, MB
- Part-time
Read and interpret directions to ensure merchandise is set to the planogram, project instructions, program service requirements and general service guidelines
Added 3 hours ago
TH
Merchandising Execution Associate : Part Time - MARLBOROUGH
The Home Depot Canada
Calgary, AB
- Part-time
Read and interpret directions to ensure merchandise is set to the planogram, project instructions, program service requirements and general service guidelines
Added 3 hours ago
TH
Lot Associate: Part Time - CHINOOK
The Home Depot Canada
Calgary, AB
- Part-time
The Lot Associate's primary responsibility is to load orders into customer vehicles and ensuring the parking lot is safe and welcoming for the customer. Customer service and GET behaviours…
Added 3 hours ago
TH
Special Services Associate : Part Time - MARLBOROUGH
The Home Depot Canada
Calgary, AB
- Part-time
Service Desk associates are responsible for following through on all Customer Order Management (COM) orders from beginning to end and until the customer is satisfied including but not…
Added 4 hours ago
M
Associate Director, Clinical Data Management
Merck
Canada
- Full-time
The Associate Director, Data Collection Data Steward, Global Data Management and Standards (GDMS), Global Clinical Data Standards (GCDS) provides program-level oversight of data standards,…
Added 5 hours ago
W
Associate Technical Consultant, Environmental Scientist
Worley
Calgary, AB
- Full-time
Supporting Project Managers with project planning, budgeting, scheduling, subcontractor coordination, resource management, and client communication.
Added 5 hours ago
M
Senior Data Center Technician
Microsoft
Quebec, QC
- $73,200 to $119,600 CAD / year
- Full-time
Added 5 hours ago
MD
Communications and Strategic Initiatives Coordinator - Communications Specialist 2
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…relations may substitute for one year of experience; a related associate’s degree may substitute for six months of…
Added 5 hours ago
MD
APEX Accelerator Area Manager - State Program Administrator Intermediate
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Saint-Paul, NB · St.-Paul, NB
- Full-time
Ability to obtain certifications through the National APEX Accelerator Alliance (NAPEX), Project Management Professional certification, and/or Federal Contracts Manager certification, etc.
Added 6 hours ago
WC
(CAN) Assistant General Manager
Walmart Canada
Mississauga, ON
- Full-time
Added 6 hours ago
TU
Research Associate
The University of British Columbia
Vancouver, BC
- Full-time
…Vancouver campus, invites applications for a full time Research Associate. This position is a 1-year appointment, renewable subject to work performance and funding…
Added 6 hours ago
WC
Director, Program Management
Walmart Canada
Mississauga, ON
- Full-time
…from key stakeholders, addressing cross-functional program and project issues, and collaborating with teams to leverage processes for increased service and product capabilities. This role…
Added 7 hours ago
FF
Applications Engineer / Specialist (Associate Level Considered)
FPS Food Process Solutions Corporation
Richmond, BC
- Full-time
Applications Engineer / Specialist / Associate provides engineering sales support for project opportunities and reports to the Sales Applications Manager.
Added 8 hours ago
UO
Research Associate, Faculty of Veterinary Medicine
University of Calgary
Calgary, AB
- Full-time
Works within established University research guidelines and project-specific protocols, including data management and biosafety requirements
Added 8 hours 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 8 hours ago
UO
Senior Research Associate, Cardiac Sciences
University of Calgary
Calgary, AB
- Full-time
Implements best practices for project management and keeps PI updated on status
Added 8 hours 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 8 hours 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.

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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