Insurance Sales & Advisor Support Associate

Scotiabank; London; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a support role for Insurance Consultants in Ontario. The individual will manage data, assist with documenting new business, and ensure compliance. Candidates should have strong analytical skills, proficiency in Excel and PowerPoint, and a relevant university degree. Previous experience in the insurance or wealth management sectors would be an asset. This position involves both collaboration and independent work to support sales processes and educational initiatives.

Qualifications

• Strong analytical skills and proficiency with Excel & PowerPoint.
• University degree or equivalent is required.
• LLQP would be a strong asset.
• Knowledge of the insurance and/or wealth management industry is beneficial.

Responsibilities

• Support IC prospecting and pipeline management activities.
• Prepare all necessary new business documentation.
• Provide quality assurance support.
• Facilitate business development and advisor education.

Skills

Strong analytical skills

Proficiency with Excel

Proficiency with PowerPoint

Knowledge of insurance industry

Education

University degree or equivalent

Industry accreditation (e.g. CSC, CFP, PFP, CLU)

LLQP

Job description

A leading financial institution is seeking a support role for Insurance Consultants in Ontario. The individual will manage data, assist with documenting new business, and ensure compliance. Candidates should have strong analytical skills, proficiency in Excel and PowerPoint, and a relevant university degree. Previous experience in the insurance or wealth management sectors would be an asset. This position involves both collaboration and independent work to support sales processes and educational initiatives.