THE OPPORTUNITYWe have an opportunity for an Insurance Associate to join our award-winning firm in the Vancouver office.WHAT YOU'LL DOReporting to the Senior Manager, Estate and Insurance, you will take ownership of client files following the initial planning meeting. You will meet with clients to complete insurance applications, manage cases through underwriting and policy delivery, and support ongoing policy service. You will also lead insurance marketing initiatives, working closely with Estate and Insurance Planners, Investment Advisors, Portfolio Managers, clients and insurance carriers.RESPONSIBILITIESInsurance Applications, Operations and Case ManagementMeet with clients following the initial planning discussion to complete insurance applications and explain documentation requirements and next stepsAct as a key point of contact for Estate and Insurance Planners, Investment Advisors and Assistants, clients and insurance carriersPrepare and submit accurate applications and supporting documentation, obtaining outstanding information and signaturesManage cases from application through underwriting and policy delivery to ongoing service, coordinating timelines and all parties involvedCoordinate underwriting requirements with clients and carriers, monitor progress, resolve routine issues and elevate complex matters as neededProvide timely case updates, respond to inquiries from clients, advisors and internal partners, and support timely resolutionMaintain complete and accurate client and case records in accordance with regulatory, privacy and firm requirementsSupport policy delivery and ongoing service, including policy changes, beneficiary updates and other in‐force requestsPrepare meeting materials, case summaries and client communicationsStay current on insurance products, carrier processes and industry requirementsInsurance Marketing, Practice Development and Team SupportCoordinate insurance marketing initiatives for clients, advisors and the firm in partnership with the Marketing and Compliance teamsDevelop clear, compliant brochures, presentations, email campaigns and other client-facing insurance materialsSupport business development through seminars, referrals, advisor outreach and other initiatives that build awareness of insurance planning opportunitiesReview client financial plans to uncover insurance needs and planning opportunities,



and share findings with Estate and Insurance Planners and AdvisorsTrack marketing activities and results, and identify opportunities to improve campaignsIdentify opportunities to improve workflows, templates and client service practicesProvide day‐to‐day guidance and support to Insurance AssistantsCOMPETENCIESAdvising and Coaching – Use knowledge and relationships to assess the needs of internal or external stakeholders, come up with recommendations, and provide coaching or advice that helps them solve challenges, grow and/or reach their goalsBusiness Development – Identify, qualify, pursue, and secure leads on new business opportunities to drive revenue growth and expand client base in target markets or customer segmentsCustomer Relationship Management – Build, manage, and nurture client relationships, leveraging CRM tools to track interactions, understand client needs, and deliver consistent serviceFinancial Planning – Develop comprehensive financial strategies or recommend products that align resources or assets with clients' long‐term goals, balancing income, investments, savings, and expendituresProduct Knowledge – Maintain and deepen knowledge of company products, services and/or applications in order to align features, benefits, and uses to client or stakeholder needsRegulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firmRisk Assessment – Identify, analyze, and evaluate risks to make decisions and take actions that manage their likelihood and impact on achieving our objectives for the benefit of our clients, firm, and communitiesKNOWLEDGE AND EXPERIENCE3+ years of experience in life and health insurance, including two years completing insurance applications directly with clientsPost‐secondary degree in business,



commerce or a related field is an assetCertified Financial Planner CFP® designation is an assetCurrent Life and Accident and Sickness licence in good standing, with no supervision requirementsDemonstrated experience managing insurance applications and new business cases through underwriting and policy delivery, and servicing in‐force policiesKnowledge of life, disability, critical illness and long‐term care insurance, annuities and segregated fundsKnowledge of insurance and estate planning principles, regulatory requirements and privacy obligationsSound judgement when managing complex or sensitive client and advisor requestsStrong writing and presentation skills, with experience developing client‐facing materialsExperience supporting marketing, business development or client engagement initiativesStrong organizational and project coordination skills, with the ability to manage competing prioritiesProficiency with insurance carrier systems and experience using CRM and financial planning softwareCollaborative, service‐oriented approach, with the ability to build relationships and support colleaguesWHAT WE OFFERA culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and value everyone's contribution.We offer a competitive and equitable total rewards package, including mentorship programs and meaningful professional development to support your continued growth. The salary for this role is $65,000 – $75,000/year, plus the potential for bonuses.Our team is growing, and we have room for one more talented professional. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by November 16, 2026.Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at [email protected] appreciate your interest and thank you for considering this chance. We will contact candidates whose qualifications most closely align with the requirements for the role.

📌 Insurance Associate (Vancouver)
🏢 Odlum Brown
📍 Vancouver