Support Insurance Consultants in Burlington through robust insurance administration and analytical skills while helping drive current 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
Strong analytical skills with Excel and PowerPoint proficiency
Knowledge of insurance or wealth management industry
LLQP would be a solid 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
🏢 Scotia
📍 Burlington