Here is what a typical day looks like Coach and mentor your team with the guidance and support of your leader.

Review client data entries, invoicing and coverage selection for compliance Ensuring your teams client activities are dealt with effectively Work with Account Executives to quote and cross sell products to new clients to contribute to the growth of the business Monitor lead management for the entire team to ensure the experience the customers are receiving is exceptional.

Role modeling expected behaviors by reaching out to customers when required, placing complex risks and other behaviors that contribute to a strong and successful team.

Remain up to date on product knowledge and build relationships with insurance providers Continue self-development through industry and community involvement, training and other courses The value you bring RIBO Level 2 License required and private auto insurance experience an asset.

History of modeling the way when implementing initiatives and best practices Strong time-management and training skills in a deadline driven setting Involvement in industry related associations and your community Professional communication etiquette, both written and verbal Role Details Hours/Duration: Full Time, Permanent - Monday - Friday, 7am - 3pm MT Location: Remote options available within Ontario and Alberta Current Vacancy: Yes Requisition #: 82997 Compensation Range: $61,000 - $75,000 Why Western? Westerns peoplefirst culture,



grounded in our guiding principles of Truthfulness, Fairness, Value, and Loyalty, is recognized across Canada and strengthened by our commitment to wellness, flexibility, and meaningful community impact.

Highlights include: 14 Paid Wellness Days, 3 weeks vacation, companymatching savings programs, and 100% employerpaid group benefits for eligible employees Over 1,500 volunteer hours supporting 160+ charities in 20242025 through the Western Financial Group Communities Foundation.

Our Commitment to Inclusion: At Western, we strive to create an accessible, equitable, and inclusive workplace where everyone feels valued and can thrive.

As an equal opportunity employer, we encourage applicants of all backgrounds to apply, even if your experience doesnt perfectly match every qualification.

If you need assistance or an accommodation during the hiring process, please contact or visit our Careers page.

Our Human

First Hiring Approach: We do not use artificial intelligence to screen, assess, or select applicants.

All applications are personally reviewed by Westerns Talent Acquisition Consultants.

As part of our hiring process, we use standardized, scientifically validated skills assessments (nonAI), and all results are reviewed by our hiring team.

Ready to Apply? If making a meaningful impact in your community and growing your career in a supportive, purposedriven environment excite you, wed love to hear from you.

📌 Team Lead (Calgary)
🏢 Western Financial Group
📍 Calgary