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Scotiabank

Associate Insurance Service Advisor

AB, Canada
Calgary, AB, T2P 1N2, Canada

Experience: Minimum of 3-5 years’ experience within the life insurance industry coupled with a University degree (or equivalent education)
Posting language: English
Posted: Sep 21, 2026

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Original job description

Requisition ID: 273792

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The position is responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within the Montreal and Quebec City region.

Accountabilities

Acts as the main point of contact for licensed advisors in the region who have questions and require support related to their in-force policy management activities. This includes delivering training to advisors on accessing policy details within Centralize and best practices for servicing activities; reviewing statements and notices as they are distributed to the Agent of Record; and flagging any policies that require attention; undertaking policy analysis; requesting in-force illustrations; and providing any necessary paperwork to advisors.

Proactively reviews a subset of in-force permanent life insurance policies at key milestones in order to identify any potential issues that might lead to future client concerns related to the performance of their policy. This may include collaborating with advisors and SWIS colleagues in determining the best approach to address issues and mitigate any risks.

Takes on Agent of Record for all orphaned policies within the region, which includes being the primary contact for those clients in managing their policies. This may also include doing the same on select policies that have been referred directly to SWIS by an unlicensed advisor or business partner.

Triages any requests for licensed advisors to take over as Agent of Record on policies that were sold by external agents, collaborating with SWIS colleagues to ensure that any new AORs will not increase our risk exposure and are onboarded effectively. This includes ensuring that advisors are aware of the AOR policy and any requirements for considering requests.

Identifies opportunities to introduce an Insurance Consultant into an in-force policy where there may be new business potential, such as a conversions, re-applications, or secondary sales. This includes proactively reviewing their in-force block of business for such opportunities and working closely with the ICs in their region to develop a process for partnering effectively.

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a high performance environment and contributes to an inclusive work environment.

Education / Experience / Skills

Minimum of 3-5 years’ experience within the life insurance industry coupled with a University degree (or equivalent education)
LLQP is a requirement
The Certified Financial Planner (CFP) and/or Certified Life Underwriter (CLU) designations are an asset
Experience working with permanent life insurance and working knowledge of insurance carrier illustrations, software and advisor portals is essential
Knowledge of the estate planning uses for life insurance including corporate owned life insurance strategies is essential
Outstanding interpersonal skills, with an ability to deal with sensitive and difficult client situations in a gracious and professional manner
Ability to work effectively and collaboratively within a team
Readily embrace change and thrive in an ever-changing environment
Well organized, goal driven and action oriented
Demonstrates pro-activity, initiative and resourcefulness
Service-oriented with a high value placed on rapid and high-quality responses
Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint and MS Outlook

Location(s): Canada : Alberta : Calgary

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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More about this job

Responsibilities

The Associate Insurance Service Advisor provides in-force policy support to licensed advisors and manages orphaned policies within the region. They also identify new business opportunities and ensure compliance with bank risk and conduct standards.

Requirements

Candidates must have 3-5 years of experience in the life insurance industry and hold an LLQP license. A university degree is required, and professional designations like CFP or CLU are considered an asset.

Skills

Life insurance
Policy management
Client relations
Estate planning
Risk management
Financial planning
Advisor support
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
Policy analysis
Compliance
Communication
Problem solving

Visa sponsorship

Not detected in the job text

Keywords

Life insurance
LLQP
CFP
CLU
Policy management
Estate planning
Risk management
Compliance
AML
ATF
Advisor support
Microsoft Office
Financial services
Wealth management
Client service
Insurance illustrations
Corporate owned life insurance

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