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Added 1 min ago
R
Investment Associate
RBC
Kamloops, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 min ago
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Associate
RBC
Kamloops, BC
- Full-time
The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate
Added 1 min ago
Customer Experience Associate - Algonquin Square, Sudbury, ON (22.50 hours/week)
Scotiabank
ON · Sudbury, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 min ago
ScotiaMcLeod Administrative Associate, Laval
Scotiabank
Laval, QC
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 17 mins ago
HI
Administrative Associate
HUB International
Calgary, AB
- Full-time
As an Administrative Associate, you will be the first point of contact for everyone who walks through our doors or calls our office. This is a role for someone who takes pride in keeping…
Added 47 mins ago
ScotiaMcLeod Senior Associate
Scotiabank
Montreal, QC
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 1 hour ago
OH
Internal Wholesaler
Oak Hill Financial
Toronto, ON
- Full-time
- Proactively engage financial advisors, portfolio managers, and wealth teams across
Added 1 hour ago
JC
Asset Management - Institutional Sales Associate, Canada
JPMorgan Chase & Co.
Toronto, ON
- Full-time
As an Institutional Sales Associate (ISA), you will be working with your client advisor(s) helping Institutional clients/prospects navigate the complexities of the broader capital markets…
Added 1 hour ago
R
Associate
RBC
BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 2 hours ago
Sales Associate
Rogers Communications
Kitchener, ON
…can enhance and simplify their lives. We deliver a seamless experience, value expertise, dedication, and commitment to doing what’s right for our customers needs, every…
Added 3 hours ago
Customer Experience Associate - Clayton Park, NS (26.25 Hours / Week)
Scotiabank
Halifax, NS
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 4 hours ago
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Regional Manager, Private Banking
TD
Barrie, ON
- Full-time
Previous Private Banking experience and a strong Wealth Management background considered an asset.
Added 4 hours ago
Associate, Term Funding & Capital Management
Scotiabank
Toronto, ON
Experience in Treasury, Capital Markets, Risk Management, Securities Law, or Financial Services.
Added 5 hours ago
TV
New Business Associate
The Vantage Talent Group
Montreal, QC
- $70,000 to $100,000 CAD / year
- Full-time
Proven experience managing ongoing policy servicing and administrative requests within a life insurance, MGA, brokerage, carrier, or wealth management environment.
Added 6 hours ago
C
Associate Investment Advisor
CIBC
Barrie, ON
- Full-time
…trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward…
Added 8 hours ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
The Associate, Compensation supports the Advisor, Compensation in the day-to-day delivery of the organization's compensation programs. Working under the Advisor's guidance, the role focuses…
Added 9 hours ago
NB
Manager, Financing Solutions
National Bank of Canada
Montreal, QC
- Full-time
…trusted advisor to these clients. This position reports to the Associate Vice President of Pharmacies and Healthcare…
Added 9 hours ago
SP
Bilingual Customer Success Manager (French/English)
Salesforce Partner Canada
Montreal, QC
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
Added 19 hours ago
Customer Experience Associate - Radisson Branch, AB (30 hours/week)
Scotiabank
Calgary, AB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 20 hours ago
Customer Experience Associate - Marion St & Traverse Ave, Winnipeg, MB (18.75 hours)
Scotiabank
Winnipeg, MB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 21 hours ago
Customer Experience Associate - Glen Abbey Branch (15 Hours/Week)
Scotiabank
Oakville, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 22 hours ago
Customer Service Representative - Highway 10 & Raylawson, Brampton (26.25 hrs/week)
Scotiabank
Brampton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 23 hours ago
Customer Experience Associate - Avenue Road & Cranbrooke, Toronto, ON (18.75 hours/week)
Scotiabank
Toronto, ON · North York, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 23 hours ago
Customer Experience Associate - Minto, NB (30 Hours / Week) 1 Year Contract
Scotiabank
Minto, NB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 23 hours ago
Customer Experience Associate - Tatamagouche, NS (15 Hours / Week)
Scotiabank
Tatamagouche, NS
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…

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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