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Added 28 mins ago
V
Senior Manager
Visa
Toronto, ON
- Full-time
Serve as a senior operational and technical advisor for Sponsor Banks and their fintech portfolios
Added 28 mins ago
Beauty Advisor/Artist Freelancer/On-Call - Jo Malone London - Chinook Centre - Calgary AB
ELC Beauty LLC
Calgary, AB
⁃ All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 28 mins ago
Beauty Advisor/Artist Freelancer/On-Call - Jo Malone London - West Edmonton Mall - Edmonton AB
ELC Beauty LLC
Edmonton, AB
⁃ All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 28 mins ago
Beauty Advisor/Artist Freelancer/On-Call - Jo Malone London - Pacific Centre - Vancouver BC
ELC Beauty LLC
Vancouver, BC
⁃ All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 28 mins ago
Beauty Advisor/Artist Freelancer/On-Call - Jo Malone London - Richmond, BC
ELC Beauty LLC
Richmond, BC
⁃ All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 28 mins ago
Beauty Advisor/Artist Freelancer/On-Call - Jo Malone London - Metropolis - Burnaby BC
ELC Beauty LLC
Burnaby, BC
⁃ All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 28 mins ago
C
Delivery Finance Advisor (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Toronto, ON · Montreal, QC
- Full-time
Behind the scenes, but ahead of the curve: help us develop the next-generation public service media organization.
Added 28 mins ago
R
Financial Advisor Intern
RBC
Richmond, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 28 mins ago
R
Banking Advisor - East York, Scarborough (English and Mandarin/Cantonese or Greek Speaking)
RBC
Toronto, ON
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 28 mins ago
R
Client Advisor
RBC
St. John's, NL
- Part-time
…you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future…
Added 28 mins ago
R
Associate
RBC
Kamloops, BC
- Full-time
…(PIM) team. The successful candidate will possess a passion for service excellence and thrive in a dynamic and fast-paced team…
Added 28 mins ago
ScotiaMcLeod Administrative Associate, Laval
Scotiabank
Laval, QC
…or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their…
Added 43 mins ago
BG
CSA_CA
Brandt Group of Companies
Saskatoon, SK
- Full-time
Brandt Tractor Ltd is currently seeking a Customer Support Advisor (CSA) for our Saskatoon Agriculture location.
Added 43 mins ago
NB
Banking Advisor
National Bank of Canada
Red Deer, AB
- 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 43 mins ago
C
Vice President, Sales & Marketing
CYBERWELL
ON · Ontario, Canada
- Full-time
Added 43 mins ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- 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 43 mins ago
NB
conseiller Bancaire
National Bank of Canada
Montreal, 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 43 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Lorraine, 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 43 mins ago
P
System Configuration Specialist / Spécialiste en configuration de systèmes (CS002)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
This individual will also serve as the first point of contact for troubleshooting service requests, conducting remote diagnostics, resolving technical issues whenever possible, and…
Added 43 mins ago
NB
Technical Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Technical Advisor in the Registration Department team at National Bank means acting as a specialist in regulatory requirements. It is through your data analysis and knowledge…
Added 43 mins ago
GF
Sales (Fitness Advisor) - Toronto 137 Yonge Street
GoodLife Fitness
Toronto, ON
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 43 mins ago
D
Advisor, Securities
Desjardins
Hawkesbury, ON · Gatineau, QC
- Full-time
…objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs,…
Added 43 mins ago
C
Sr. Financial Advisor CIRO-ID (Urban)
CIBC
Toronto, ON
- Full-time
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing…
Added 43 mins ago
C
People Change Management & Communications Co-op
CIBC
Toronto, ON
- Full-time
Strategic Consulting - You will act as a trusted advisor to senior leaders, providing insights and recommendations on how to manage the people side of change. You will synthesize complex…
Added 43 mins ago
B
Regional Vice President, Personal Banking, Toronto East & Pickering
BMO
Toronto, ON
- Full-time
Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the…

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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