Jobs in Canada

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Added 1 hour ago
Wealth Concierge
RBC
Vancouver, BC
Full-time
Minimum of 2 years’ experience in a similar role preferably as a Financial Advisor, Financial Planning Associate, Premier Banker, and Private Banking Associate
Added 1 hour ago
Customer Experience Associate - Alderbridge Place Branch, Richmond, BC (30Hours/Week)
Scotiabank
Richmond, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 hours ago
Customer Experience Associate - Barrhaven Centre, Nepean, Ontario (15 hours/week)
Scotiabank
Ottawa, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 hours ago
Sr. Credit Solutions Associate, Commercial Banking (Contract) opened to Kelowna, Van. or Langley
Scotiabank
Kelowna, BC
Senior Credit Solutions Associate, Canadian Commercial Banking - Vancouver, Kelowna or Langley areas
Added 3 hours ago
Associate Director, Business Risk Management - Toronto, ON
Scotiabank
Toronto, ON
Global Banking and Markets (GBM) conducts the Bank’s wholesale banking and capital markets business with corporate, government and institutional investor clients. GBM is a full-service…
Added 3 hours ago
Customer Experience Associate - Airdrie Sierra Springs Branch, AB (18.75 hours/week)
Scotiabank
Airdrie, AB
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 hours ago
Credit Solutions Associate, Commercial Banking - Edmonton
Scotiabank
Edmonton, AB
The Credit Solutions Associate (CSA) plays a key role in supporting Client Relationship Managers with end-to-end credit underwriting support for growth clients within Commercial Banking…
Added 3 hours ago
Senior Customer Experience Associate - Airdrie Sierra Springs, AB (26.25 hours/week)
Scotiabank
Airdrie, AB
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 4 hours ago
Wealth Concierge
Royal Bank of Canada
Vancouver, BC
Full-time
Minimum of 2 years’ experience in a similar role preferably as a Financial Advisor, Financial Planning Associate, Premier Banker, and Private Banking Associate
Added 4 hours ago
Senior Customer Experience Associate - Clairfields Centre, Guelph ( 18.75 Hours/Week)
Scotiabank
Guelph, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 4 hours ago
Customer Experience Associate - Halifax Main Branch, NS (18.75 Hours / Week)
Scotiabank
Halifax, NS
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 4 hours ago
Customer Experience Associate, Part-Time - Olds, AB (22.5 Hours/Week)
Scotiabank
Olds, AB
Part-time
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 4 hours ago
Credit Solutions Associate, Canadian Commercial Banking (Mississuaga or Markham, Ontario)
Scotiabank
Markham, ON
Credit Solutions Associate, Commercial Banking (Mississauga or Markham, Ontario)
Added 5 hours ago
PIA Client Service Associate
TD
Owen Sound, ON
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 5 hours ago
Associate
Peloton Search Partners
Toronto, ON
Full-time
The Associate will be a key member of the team, supporting the evaluation, structuring, execution and ongoing management of bespoke debt and equity financings. This is a highly analytical,…
Added 6 hours ago
Trust Associate, Scotiatrust - Vancouver, BC
Scotiabank
Vancouver, BC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 6 hours ago
Customer Experience Associate - Quartier Laval, Qc (22.5H /Week)
Scotiabank
Laval, QC
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 6 hours ago
Advisor Associate MD Wealth - Sydney
Scotiabank
Sydney Indian Reserve No. 28A, NS · Sydney, NS
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 7 hours ago
Core Operations, Associate 2
State Street
Toronto, ON
Full-time
The team you will be joining is part of Global Transactions, Controls and Banking and your role is responsible for processing transactions, ensuring timely and accurate settlement/payment…
Added 8 hours ago
Advisor Associate - Location is St John's NFLD
Scotiabank
St. John's, NL
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 9 hours ago
Senior Associate, Finance Data Analytics & Insights - SLC Management
SLC Management
Toronto, ON · Sun Life Toronto One York
Full-time
…backgrounds - finance, data and analytics, engineering, investment banking, private equity, or…
Added 9 hours ago
Senior Associate, Finance Data Analytics & Insights - SLC Management
Sun Life
Toronto, ON · Sun Life Toronto One York
Full-time
…backgrounds - finance, data and analytics, engineering, investment banking, private equity, or…
Added 10 hours ago
Senior Manager, Managed Asset Program (12 month contract)
Scotiabank
Toronto, ON
Contract
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 11 hours ago
M&A Associate
The Mason Group - Strategic Search Partners
Toronto, ON
$110,000 to $140,000 CAD / year
Full-time
Minimum 4 years of M&A experience, working in private equity, investment banking, transaction advisory, corporate development or a software-specific industry.
Added 12 hours ago
Associate, Global Investment Banking - Real Estate
Royal Bank of Canada
Toronto, ON
Full-time
RBC Capital Markets Global Investment Banking is seeking an Associate to join its Real Estate investment banking team in Toronto.

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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