Apply life insurance expertise in Calgary while reviewing in-force policies, supporting advisors, and identifying concerns requiring timely attention.
Scotiabank’s Associate Insurance Service Advisor supports licensed advisors, Branch Managers, and Insurance Consultants across regional policy servicing. The position combines policy analysis, permanent life insurance review, advisor collaboration, and client relationship support. It also coordinates Agent of Record requests and identifies current business potential.
Key Responsibilities: Act as the main regional contact for licensed advisors
Review statements, notices, and policies requiring attention
Request in-force illustrations and provide advisor paperwork




Triage external Agent of Record takeover requests
Collaborate with Insurance Consultants on policy opportunities
Requirements: Three to five years’ life insurance industry experience
LLQP required
Knowledge of carrier illustrations, software, and advisor portals
Understanding of estate planning uses for life insurance
Strong interpersonal, organizational, and collaborative skills
Use your permanent insurance knowledge and service orientation to strengthen policy support for Scotiabank advisors in Calgary.

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📌 Life Insurance Policy Advisor Calgary (Alberta)
🏢 Scotia
📍 Alberta