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Added 7 mins ago
BC
Everyday Banking Specialist - Member Connect (Contact Centre)
Beem Credit Union
Burnaby, BC · Langley (District), BC · Langley, BC
- Full-time
The Everyday Banking Specialist is a trusted financial advisor with expertise in everyday banking, delivering exceptional member experience through a blend of transactional support,…
Added 7 mins ago
MC
Assistant Manager, Wealth Sales Support
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Monitor queues, workloads, turnaround times, aged items and recurring service issues, taking timely action to protect the Advisor and Member experience.
Added 7 mins ago
WT
Senior Manager, Advice Innovation & Experience (16-month Fixed Term Contract)
Wealthsimple Technologies
Remote, Canada
- $156,000 to $195,000 CAD / year
- Full-time
- Remote
Build the advisor tooling that makes advice better and faster. Work hand-in-hand with product teams and advisors to take advisor tooling from manual to automated. You set the requirements,…
Added 20 mins ago
PC
Sales Associate - Windermere South
Plantlife Cannabis
AB · Edmonton, AB
- Full-time
Proven experience as a sales advisor or in another guest service/sales role
Added 20 mins ago
SG
Senior HSE Advisor – Fabrication
Steelcon Group of Companies
ON · Ontario, Canada
- Full-time
At Steelcon, safety happens on the shop floor, not behind a desk. We are looking for a Senior HSE Advisor – Fabrication who brings strong HSE knowledge, practical judgment, and a hands-on…
Added 20 mins ago
CF
Consultant, Advisor Development
CI Financial
Toronto, ON
- Full-time
Reporting to the VP of Practice Management of CIGAM, the Consultant, Advisor Development is responsible for delivering consultations, workshops, and educational programs that help financial…
Added 20 mins ago
SG
Senior HSE Advisor – Construction
Steelcon Group of Companies
ON · Ontario, Canada
- Full-time
At Steelcon, safety happens in the field. We are looking for a Senior HSE Advisor – Construction who brings strong HSE knowledge, practical construction experience, and a hands-on approach…
Added 20 mins ago
LL
Service Supervisor - Acheson
Liebherr-Canada Ltd.
Acheson, AB
- Full-time
Serve as a technical advisor to support complex projects and operational decision-making.
Added 20 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Earned the confidence of the CEO, CFO, Executive Leadership Team, Board of Directors, and Audit Committee as a strategic advisor.
Added 20 mins ago
PC
Project Technologist
Pinchin Canada
Mississauga, ON
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.
Added 20 mins ago
S&
Manager, Complex Accounting
Stevenson & White
Ottawa, ON
- $120,000 to $140,000 CAD / year
- Full-time
Serve as a strategic internal accounting advisor to finance leadership and business units
Added 20 mins ago
CC
Financial Aid Advisor
Conestoga College
Kitchener, ON
- Full-time
The Financial Aid Advisor supports students by providing expert guidance on the Ontario Student Assistance Program (OSAP) and other funding sources. This role involves processing financial…
Added 20 mins ago
IB
Customer Service Representatives - Personal Lines - RIBO Licensed
InsureLine Brokers (Enterprise) Inc
Pickering, ON
- Full-time
You’ll manage an assigned book of personal lines clients (home, auto, and related products), acting as their trusted advisor from renewal reviews to claims support. You’ll work closely with…
Added 20 mins ago
BC
Sr. Asset Management Cost Analyst
British Columbia Rapid Transit Company
Vancouver, BC · Greater Vancouver, BC
- $84,480 to $126,720 CAD / year
- Full-time
Acts as the senior financial advisor to Maintenance leadership on asset lifecycle costs, maintenance investment decisions, long-term affordability and financial implications of operational…
Added 20 mins ago
PC
Project Technologist
Pinchin Canada
Richmond, BC
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.
Added 20 mins ago
AW
Data Analyst III
Agilus Work Solutions
Calgary, AB
- Contract
As a Senior Advisor Analytics, you are a highly skilled professional responsible for translating operational and financial data into insights that directly influence pipeline performance,…
Added 21 mins ago
NA
Director, Organizational Development Services
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
…readiness, and enhance the employee experience. As a trusted advisor to senior and executive leaders, the Director will shape strategies related to culture, leadership, learning, talent,…
Added 21 mins ago
A
Senior Project Manager (Environment)
AtkinsRéalis
Toronto, ON
- Full-time
Serve as a trusted advisor and primary client contact, providing clear, practical advice on environmental and regulatory matters, anticipating challenges and resolving issues to maintain…
Added 21 mins ago
A
Enterprise Architecture Advisor
Alithya
QC · QC, Canada
- Full-time
Added 21 mins ago
UO
Assistant Professor (Tenure Track) and Canada Research Chair Tier 2 in Cancer Immunology
University of Alberta
Edmonton, AB
- Full-time
Added 21 mins ago
R
Client Advisor
RBC
Winnipeg, MB
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 21 mins ago
R
Associate
RBC
BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 21 mins ago
R
Director, Real Estate
RBC
Vancouver, BC
- Full-time
…syndicated facilities. You will act as a trusted strategic advisor, connecting clients with other RBC partners to meet their diverse commercial and personal financial needs. While credit…
Added 21 mins ago
R
Assistant Branch Operations Manager
RBC
Toronto, ON
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Assistant Branch…
Added 36 mins ago
FC
Travel Sales Consultant - Horsham, UK
Flight Centre Travel Group
SK
- Full-time
Trusted Advisor: Be someone your customers can trust and share their excitement with, showing them you take your business seriously but not yourself.

The Vantage Talent Group

New Business Associate

Montreal, QC, Canada

$70,000 to $100,000 CAD / year · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $70,000 to $100,000 CAD / year
Job type: Full-time
Apply by: Nov 26, 2026
Experience: 10+ years of experience in life insurance policy administration, client service, insurance operations, or advisor support.
Posting language: English
Posted: Oct 27, 2026

Original job description

Location: Montreal, QC

Job Type: Full-Time, Hybrid (3 days in office)

Work language: 80% English, 20% French

About the Company

We help families, entrepreneurs, and ultra-high-net-worth clients protect what matters most. Through expert advice and tailored planning strategies, we support the growth and preservation of multigenerational wealth. Our culture is built on integrity, excellence, and a shared commitment to delivering outstanding client outcomes.

Job Summary

As a Senior Client Services Representative, you will play a critical role in supporting advisors and clients through the ongoing administration of sophisticated insurance solutions. You will oversee all policy servicing and administrative activities, ensuring a high standard of accuracy, responsiveness, and client care. This role is well suited for an experienced insurance professional who takes ownership, thrives on detail, and is committed to delivering an exceptional service experience.

KEY RESPONSIBILITIES

Client Service & Policy Administration

Manage the ongoing servicing and administration of life insurance policies for existing clients.
Coordinate policy changes, beneficiary updates, ownership transfers, premium changes, withdrawals, and other policy-related transactions.
Prepare, review, and process insurance documentation accurately and efficiently.
Work collaboratively with carriers and professional partners to facilitate timely and accurate processing of service requests.
Maintain accurate client records and documentation within the CRM and policy administration systems.
Stay current on carrier procedures, product updates, and administrative requirements.
Act as a technical resource for policy servicing and insurance administration matters.

Advisor & Client Support

Serve as a primary point of contact for advisors regarding policy servicing and administrative requests.
Communicate professionally with clients regarding policy inquiries, service requests, and required documentation.
Prepare client-facing correspondence, policy summaries, and service-related materials.
Liaise with insurance carriers to coordinate policy servicing activities and resolve administrative issues.
Deliver a responsive, high-touch service experience that reinforces long-term client relationships.

Operations & Process Improvement

Ensure all client files and transactions comply with carrier, regulatory, and internal standards.
Maintain organized records and documentation to support efficient service delivery.
Identify opportunities to improve workflows, service processes, and operational efficiencies.
Assist with special projects and operational initiatives that enhance the client experience.
Support the ongoing documentation of procedures and best practices.

QUALIFICATIONS

Experience & Certifications

10+ years of experience in life insurance policy administration, client service, insurance operations, or advisor support.
Proven experience managing ongoing policy servicing and administrative requests within a life insurance, MGA, brokerage, carrier, or wealth management environment.
Strong understanding of individual and corporate-owned life insurance policies and related servicing requirements.
LLQP license is considered an asset.
Experience supporting high-net-worth clients and advisors is an asset.

Skills

Strong knowledge of life insurance products, policy administration processes, and carrier procedures.
Exceptional attention to detail with the ability to manage multiple priorities simultaneously.
Highly organized with strong follow-through and ownership of client requests.
Proficiency with CRM systems and Microsoft Office applications, particularly Outlook, Excel, and Word.
Ability to review documentation for accuracy and ensure compliance with internal and carrier requirements.
Excellent written and verbal communication skills in both English and French.

Personality fit

Client-focused and action-oriented professional with a commitment to delivering exceptional service.
Proactive, resourceful, and solutions oriented.
Able to build strong relationships with advisors, clients, carriers, and professional partners.
Takes pride in accuracy, efficiency, and attention to detail.
Thrives in a collaborative, fast-paced, and high-service environment.
Demonstrates professionalism, discretion, and sound judgment when handling sensitive client information.

DESCRIPTION

Benefits & Work Environment

Competitive compensation based on experience.
Opportunity to work alongside highly respected advisors specializing in sophisticated insurance planning.
Exposure to advanced insurance strategies and complex client cases.
Collaborative, professional, and knowledge-driven team environment.
Opportunity to become a key technical resource within a growing boutique advisory firm.
Long-term career growth and ongoing professional development opportunities.

Apply About employer

More about this job

Responsibilities

Administer and service life insurance policies, process policy changes and related documentation, and maintain accurate client records in CRM and policy administration systems. Support advisors and clients with inquiries and service requests, coordinate with carriers, ensure compliance, and contribute to operational improvements.

Requirements

Requires 10 or more years of experience in life insurance policy administration, client service, insurance operations, or advisor support, along with strong knowledge of life insurance products and carrier procedures. Excellent English and French communication, attention to detail, organizational skills, and proficiency with CRM and Microsoft Office are required; an LLQP license and high-net-worth client experience are assets.

Skills

Client Service
Insurance Operations
Policy Servicing
Carrier Coordination
CRM Systems
Microsoft Office
Outlook
Excel
Word
Documentation Review
Regulatory Compliance
Attention To Detail
Written Communication
Verbal Communication
Process Improvement

Benefits

Competitive Compensation
Professional Development
Career Growth Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Life Insurance
Policy Administration
Policy Servicing
Individual Life Insurance
Corporate-Owned Life Insurance
Client Service
Advisor Support
Insurance Operations
Insurance Documentation
Beneficiary Updates
Ownership Transfers
Premium Changes
Withdrawals
Carrier Procedures
Carrier Coordination
CRM Systems
Policy Administration Systems
Microsoft Office
Outlook
Excel
Word
LLQP
Regulatory Compliance
High-Net-Worth Clients
Client Records
Process Improvement
Workflow Optimization
English Communication
French Communication

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