Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

New Business

Associate, Life Insurance We are seeking a detail-oriented and service-focused New Business Associate, Life Insurance to join our Insurance Operations team in Vancouver. In this role, you will support the end-to-end processing of life insurance applications, working closely with financial advisors, insurance carriers, underwriting partners, and internal team members. You will play a key role in ensuring applications are submitted accurately, underwriting requirements are completed efficiently, and policies are placed in force in a timely manner.

This is an excellent opportunity for an organized professional who enjoys managing multiple priorities, building strong relationships, and contributing to a high-quality advisor and client experience.

New Business Processing

Review life insurance applications for completeness, accuracy, and good-order requirements. Verify advisor licensing, carrier contracting, and other submission requirements. Liaise with vendors, carriers, advisors, and internal stakeholders to facilitate the collection of outstanding requirements.

Policy

Delivery & In-Force Support Process issued policies and prepare delivery packages for advisors. Confirm policies are successfully placed in force and accurately reflected in internal systems. Advisor & Administrative Support Serve as a primary point of contact for advisor inquiries related to new business and administration.

Maintain a high level of service, professionalism, and responsiveness when supporting advisors and business partners. Contribute to process improvements and operational efficiencies within the department. Perform other duties and special projects as assigned Upon eligibility, Raymond James Ltd offers flexible workstyles , a competitive compensation and benefits package.

Our advantages range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan,



Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement. Understanding of life insurance products, underwriting processes, and policy administration practices is preferred.

Experience in life insurance, financial services, insurance operations, customer service, or a related administrative environment. Familiarity with regulatory and compliance requirements applicable to life insurance business is an asset. Proficiency with Microsoft Office applications and business management systems. Strong attention to detail with the ability to identify discrepancies and ensure data accuracy. Commitment to delivering a professional and high-quality service experience.

High School

Diploma required; post-secondary education in Business, Finance, Insurance, or a related field is considered an asset. Minimum 1 year of experience in life insurance, financial services, insurance operations, customer service, or a related administrative role. Equivalent combinations of education, training, and experience will be considered.

Life Licence Qualification

Program (LLQP) or Life and Accident & Sickness Licence is considered an asset but is not required. Gain exposure to the full life insurance new business and underwriting process. Contribute directly to helping advisors deliver insurance solutions that support their clients' financial goals. Opportunities for professional development and career growth.

Salary Range: $45,000 - 70,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. These tools help us review applications efficiently, but they do not replace human decision-making.

Business Development

Full-time Permanent Full-Time #

📌 Data Quality Management Associate (Vancouver)
🏢 Raymond James
📍 Vancouver