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Added 1 hour ago
AI
Now Hiring: Client Advisor / Account Coordinator
AdEasy Inc.
Winnipeg, MB
- Full-time
Being an AdEasy Client Advisor means being responsible for developing sales and managing client accounts. Experience in client relationship management, a drive to find new opportunities for…
Added 2 hours ago
S
Director of Finance
SHIPSHEY
Mississauga, ON
- $98,968.67 to $118,320 CAD / year
- Full-time
Reporting to the Chief Finance and Corporate Services Officer, the Director of Finance is responsible for strategic and operational leadership for the organization's financial management,…
Added 2 hours ago
TE
Marketing Manager
THE EMPIRE LIFE INS. CO
Kingston, ON · Toronto, ON
- Full-time
- Contract
Provide marketing support for product launches, advisor councils, regional meetings, campaigns, and branding initiatives
Added 2 hours ago
AI
Service Manager - 417 Nissan
AutoCanada Inc.
Ottawa, ON
- $75,000 to $125,000 CAD / year
- Full-time
…exceptional customer service and efficient repair and maintenance services. Leveraging your extensive leadership skills and knowledge of Parts, Service, and customer service excellence, you…
Added 3 hours ago
M
Accounting Technician, Assurance & Accounting
MNP
Montreal, QC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 3 hours ago
M
Real Estate Appraiser
MNP
Montreal, QC
- Full-time
Make an impact with our Property Tax Services team as a Real Estate Appraiser. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory…
Added 4 hours ago
A
Représentant(e) des ventes- Grands comptes (CHASSEUR)/Senior Sales Representative, Up Market Accounts (Hunter)
ADP
Montreal, QC
- Full-time
Vendre l’ensemble du portefeuille d’ADP (plus de 40 produits et services HCM) aux dirigeants de niveau C et aux principaux décideurs
Added 4 hours ago
A
Pre-Sales Solution Consultant
ADP
Mississauga, ON
- $59,300 to $94,800 CAD / year
- Full-time
Trusted Advisor: Comfortable leading client conversations and recommending solutions.
Added 4 hours ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Drummondville, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 4 hours ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Sherbrooke, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 5 hours ago
BC
Technical Delivery Lead
BrainRidge Consulting
Toronto, ON
- Full-time
Act as a trusted technical advisor to client stakeholders, translating between business needs and technical solutions.
Added 5 hours ago
R
Branch Manager Advisor
RBC
Wawanesa, MB
- Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 5 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Marc-des-Carrières, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
NB
Banking Advisor
National Bank of Canada
Beloeil, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
NB
Banking Advisor
National Bank of Canada
Longueuil, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
NB
Banking Advisor
National Bank of Canada
Boisbriand, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Boucherville, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 6 hours ago
T
PIA Client Service Associate
TD
Kingston, ON
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 6 hours ago
T
Senior Practice Consultant, Private Wealth Management
TD
Vancouver, BC
- Full-time
…and providing thought leadership that will drive legendary Client Experiences, Advisor and business growth to help grow sustainable market…
Added 6 hours ago
DF
Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Vancouver, BC
- Full-time
The Canadian Wealth Management Group is part of Dimensional’s Global Client Group (GCG). GCG is Dimensional’s distribution arm, comprising sales channels that target a diverse client set.…
Added 6 hours ago
C
Investment Banking Analyst - Metals & Mining
Citi
Toronto, ON
- Full-time
…capital markets, as well as in providing strategic advisory services for mergers, acquisitions, and other types of financial transactions in coordination with the Institutional Banking…
Added 7 hours ago
W
Labour and Employee Relations Specialist
Worley
AB · Edmonton, AB
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 7 hours ago
B
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…service to high-net-worth clients through a collaborative, client-focused approach. Our advisors and wealth professionals partner across investment management, financial planning, private…
Added 8 hours ago
DC
Cyber Security Consultant
Dasro Consulting Inc.
Calgary, AB
- Contract
We are seeking a security professional for the role of Cybersecurity Advisor who can provide holistic cybersecurity advisory services to the enterprise.

PolicyAdvisor

Insurance Advisor

Oakville, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 8, 2026
Posting language: English
Posted: Oct 9, 2026

Original job description

Job description:

LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP

PolicyAdvisor.com is an exciting, early-stage, insurtech startup that is transforming the way Canadians buy insurance. We've built a brand-new digital insurance platform that offers a simple, intuitive alternative to the archaic, offline distribution model used by most of Canada's insurance industry. With a compelling vision, proven management team, and significant seed funding, PolicyAdvisor.com brings innovation and disruption to the rapidly evolving insurtech space. Since launching in Q2-2019 we've helped countless Canadians get the coverage they need; we're going to help even more in 2026 and beyond.

Are you ready to help build PolicyAdvisor.com and get more Canadians covered? And give an age-old industry the jolt it needs? Then read on.

Who we're looking for

Are you building a career in the insurance industry?
Do you consider yourself a natural when it comes to client management and customer service?
Do you want to have a big impact on an early-stage, well-funded startup?

We're searching for an enthusiastic finance graduate seeking to build a career in the financial services life insurance space. The role will be at the intersection of technology and insurance and require managing prospective buyers and clients that come to our digital platform. The selected candidate is expected to deliver informed and accurate advice on a wide variety of life and living benefit insurance products in a charismatic, helpful manner.

Our team is growing, and this role offers significant opportunities for career advancement.

Responsibilities

No cold calling - we have a strong inbound acquisition channel
Manage relationships and deliver excellent customer service
Explain how life insurance and related products work, and provide expert insurance advice and guidance to customers.
Assist customers with our digital tools and walk them through the application and underwriting process.
Review digital life insurance applications for accuracy before submission to the insurance carrier(s).
Help customers submit medical and non-medical forms and schedule appointments required to satisfy underwriting requirements.
Regularly communicate with customers through various channels, including phone, email, web, and video chat.
Demonstrate expertise in non-face-to-face carrier workflows, underwriting processes, and software tools.
Act as the main channel of feedback between customers and product teams, to drive improvements to our process and technology.

Requirements

Work experience or interest in life & living benefit insurance sales or service.
Life insurance broker license or LLQP is a must.
Passion for customer service and the value of insurance.
Excellent communication skills whether in-person, by email, or on phone calls.
A deep love of technology and keeping a finger on the pulse of all things digital.
Strong problem-solving skills and attention to detail.
Must value ethics and integrity.
Creativity and a natural inclination to think outside the box are highly valued skills on our team.
Motivated to learn and grow professionally and contribute to the company's growth and culture.
Enjoy working on a team, but also self-motivated.

Salary and Benefits

PolicyAdvisor is a fast-growing company and presents an excellent chance to assume a leadership role. We expect massive growth over the next few years which will provide significant opportunities for advancement.
Highly competitive base salary with attractive performance-based sales bonuses.
Comprehensive health insurance coverage
Diverse, open-minded coworkers. New ideas are encouraged as we continually enhance the insurance-buying experience and make protection products accessible for all Canadians

Job Types: Full-time, Permanent

Base salary

Additional pay:

Monthly Bonus pay

Location:

Oakville, ON L6H 0H2

Job Types: Full-time, Permanent

Benefits:

Casual dress
Dental care
Extended health care
Life insurance
On-site parking
Paid time off
Vision care

Apply About employer

More about this job

Responsibilities

Advise prospective customers on life and living benefit insurance, provide excellent service, and guide them through digital applications and underwriting requirements. Review applications, coordinate required forms and appointments, communicate across multiple channels, and relay customer feedback to product teams.

Requirements

Candidates must hold a life insurance broker license or LLQP and have experience or interest in life and living benefit insurance sales or service. The role calls for strong customer service and communication, technology aptitude, problem-solving, attention to detail, integrity, and motivation to learn and contribute to a team.

Skills

Customer Service
Life Insurance Advice
Insurance Sales
Communication
Problem-Solving
Attention to Detail
Digital Technology
Application Review
Underwriting Processes
Insurance Product Knowledge
Ethics and Integrity
Teamwork
Self-Motivation

Benefits

Dental Care
Extended Health Care
Life Insurance
On-Site Parking
Paid Time Off
Vision Care
Performance-Based Sales Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Life Insurance
Living Benefit Insurance
Insurance Broker License
LLQP
Insurtech
Financial Services
Customer Service
Client Management
Insurance Sales
Digital Insurance Platform
Digital Tools
Insurance Applications
Underwriting
Insurance Carriers
Medical Forms
Non-Medical Forms
Phone
Email
Web Chat
Video Chat
Customer Feedback
Product Improvement
Ethics
Integrity

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