The Financial Planning Team operates through Odlum Brown Financial Services Limited, a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) providing financial planning, retirement, tax and estate planning, and insurance products exclusively to Odlum Brown clients. Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC's most respected investment firms.

We are honoured to be nationally recognized as one of Canada's Best Managed Companies and one of Canada's Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities. Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe.

COMMUNITY We are serious about supporting the communities where we live and work. A recipient of a Canada's Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it. We have an opportunity for a licensed Insurance Assistant to join our award-winning firm in the Vancouver office for a twelve (12) month contract with the possibility of extension.

This role reports to the Manager, Estate and Insurance and performs work within a team environment. As a licensed Insurance Assistant,



you will provide information and support on a variety of insurance and financial planning-related areas to our in-house Estate and Insurance Planners, Investment Advisors, Portfolio Managers and clients. You are experienced and proficient with current insurance industry trends, products and regulatory requirements and are well versed in navigating insurance underwriting.

Provide insurance services to a wide range of internal and external clients Support in-house Estate and Insurance Planners in day-to-day insurance activities Manage Estate and Insurance Planners calendars for appointments with internal and external clients Complete insurance applications with clients and advise on required next steps Provide client service for existing insurance clients Able to model positive interactions and contribute to a healthy team environment with colleagues, apply social awareness and empathy for others in a way that builds trust and demonstrates care, and initiate and develop mutually beneficial relationships with others to create positive work outcomes (Building Relationships) Able to identify and meet client needs, ensuring actions are in the client's best interest, adjust approach to meet the needs of internal and external stakeholders and ensure positive experiences and high-quality service, and convey empathy and understanding in interactions with others and demonstrate positive judgment and integrity through their decisions (Client First) Able to understand the basic elements of Odlum Brown's Purpose,



Core Ideology, and strategy and apply them with guidance, follow policy and apply operating standards in work, and recognize key operational processes and functions and answer simple inquiries about aspects of the business (Business Acumen) Life and Accident and Sickness Licensed with a minimum 2 years' post-licensing industry experience required Self-motivated with a explicit vision of what is required to be part of a high-performance team Knowledge of insurance and estate planning principles Proficient in industry product offerings and features in the areas of: Life Insurance, Disability Insurance, Critical Illness Insurance, Long-Term Care Insurance, Payout Annuities and Segregated Funds Proficient with regulatory and compliance responsibilities Proficient with insurance-based applications such as insurance company software, Life Guide and Cannex Experience with financial planning software and CRM are an asset We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other's contributions. flexible work options; This role has an expected salary of $55,000 - $70,000/year, plus the potential for bonuses. Entry level Contract Administrative Financial Services, Insurance Carriers, and Insurance Agencies and Brokerages HR Assistant, Legal and EDI (Administrative Assistant/Legal Assistant) Temporary Claims Account Administrator - Full Time, Hybrid (New Westminster, British Columbia, Canada) Temporary Claims Account Administrator - Full Time, Hybrid (New Westminster, British Columbia, Canada) Assistant Department Manager Insurance Services Legal Administrative Assistant (Term - to January 2027) We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

📌 Life Insurance Assistant, Estates Planning (Vancouver)
🏢 Odlum Brown
📍 Vancouver