Life Insurance Policy Support Specialist for Advisors

Scotiabank; Burlington; On-site; CAD 42,000 - 64,000; Full time

Job summary

Scotiabank in Canada is seeking an Assistant Insurance Service Advisor for the Greater Toronto Area. You will support licensed advisors, Branch Managers, and Insurance Consultants with in-force policy management and servicing, using Centralize and advisor portals.

The role focuses on policy analysis, data accuracy, and proactive issue resolution, including onboarding new Agent of Record and identifying opportunities to introduce Insurance Consultants for cross-sell.

Qualifications

• Minimum of 3-5 years’ experience within the life insurance industry with a university degree.
• LLQP certification is a requirement.
• CFP and/or CLU designations are assets.
• Experience with permanent life insurance, illustrations, and advisor portals.
• Knowledge of estate planning uses for life insurance.
• Strong interpersonal and professional client handling.
• Ability to work collaboratively within a team and adapt to change.
• Proficiency with MS Office (Excel, Word, PowerPoint, Outlook).

Responsibilities

• Acts as the main point of contact for licensed advisors in the region, providing policy support and training.
• Proactively reviews in-force permanent life policies to identify potential issues.
• Takes on Agent of Record for orphaned policies and manages client relationships.
• Triages requests for licensed advisors to take over as Agent of Record with risk considerations.
• Identifies opportunities to introduce an Insurance Consultant for additional business.
• Champions a customer-focused culture and strengthens client relationships.
• Ensures alignment with Bank risk appetite, conduct, and day-to-day controls.
• Supports efficient operations and collaborates with SWIS colleagues.

Skills

Client service

Interpersonal skills

Team collaboration

Proactivity

Communication

MS Office Suite

Adaptability

Education

University degree or equivalent

LLQP

Tools

Illustrations software

Advisor portals

Job description

Scotiabank in Canada is seeking an Assistant Insurance Service Advisor for the Greater Toronto Area. You will support licensed advisors, Branch Managers, and Insurance Consultants with in-force policy management and servicing, using Centralize and advisor portals.

The role focuses on policy analysis, data accuracy, and proactive issue resolution, including onboarding new Agent of Record and identifying opportunities to introduce Insurance Consultants for cross-sell.