Insurance Sales & Advisor Support Specialist

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

Job summary

A leading financial institution in Vancouver is seeking a dedicated assistant for Insurance Consultants. This role focuses on supporting the sales processes, managing documentation, and ensuring compliance with industry standards. Candidates should possess strong analytical skills, proficiency in Excel and PowerPoint, and ideally, relevant industry accreditation. The position offers opportunities for professional growth within a dynamic team environment.

Qualifications

• Strong analytical skills and proficiency with Excel and PowerPoint.
• University degree or equivalent required.
• Knowledge of the insurance and/or wealth management industry.

Responsibilities

• Support IC prospecting and pipeline management activities.
• Assist the IC’s sales process and prepare new business documentation.
• Ensure quality assurance support for IC's new business submissions.

Skills

Strong analytical skills

Proficiency with Excel

Proficiency with PowerPoint

Knowledge of the insurance industry

Knowledge of wealth management industry

Education

University degree or equivalent

LLQP would be a strong asset

Industry accreditation (insurance license, CSC, CFP, PFP, CLU)

Job description

A leading financial institution in Vancouver is seeking a dedicated assistant for Insurance Consultants. This role focuses on supporting the sales processes, managing documentation, and ensuring compliance with industry standards. Candidates should possess strong analytical skills, proficiency in Excel and PowerPoint, and ideally, relevant industry accreditation. The position offers opportunities for professional growth within a dynamic team environment.