Support Insurance Consultants in Burlington through strong insurance administration and analytical skills while helping drive new business and advisor engagement.

Scotiabank seeks an Insurance Sales Associate supporting Senior Insurance Consultants, Insurance Consultants, and Scotia Wealth Management field staff. You will manage prospecting information, support sales processes, and help maintain accurate insurance records. The position requires collaboration with advisors, clients, carriers, planning teams, and case coordinators.

Key Responsibilities:

- Track prospects, leads, reporting, and pipeline activities
- Prepare applications, presentations, illustrations, and policy delivery packages
- Coordinate underwriting updates and required escalations




- Validate documentation, licensing, disclosures, and regulatory requirements
- Organize seminars, webinars, and advisor education sessions

Requirements:

- University degree or equivalent
- Solid analytical skills with Excel and PowerPoint proficiency
- Knowledge of insurance or wealth management industry
- LLQP would be a strong asset
- Insurance license, CSC, CFP, PFP, or CLU is an asset

Use insurance support, quality assurance, and advisor collaboration skills to advance Scotiabank's Burlington wealth management activities.

📌 Insurance Sales Support Associate (Burlington)
🏢 Scotiabank
📍 Burlington