Policy Servicing Lead & SME — Life Insurance

Scotiabank; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading financial institution in Toronto seeks a candidate to support Sr. Managers and provide training within the Scotia Wealth Insurance Services. The ideal candidate will have a strong background in the life insurance industry, at least 5 years of experience, and possess a university degree or equivalent. Responsibilities include delivering training, acting as a Subject Matter Expert, and ensuring compliance with regulations. This role offers the chance to work in a high-performance environment that values inclusivity.

Benefits

Inclusive work environment

Career development opportunities

Qualifications

• Minimum of 5 years experience in the life insurance industry.
• Knowledge of estate planning uses of life insurance strategies.
• Experience with permanent life insurance and advisor portals.

Responsibilities

• Champions customer culture to deepen client relationships.
• Supports AISAs by acting as Subject Matter Expert.
• Provides in-depth training to new AISAs.

Skills

Expert knowledge of insurance products

Outstanding interpersonal skills

Ability to work collaboratively

Proficiency in Microsoft Office

Bilingual in English and French

Education

University degree or equivalent education

LLQP certification

CFP and/or CLU designations

Tools

Centralize software

Insurance carrier software

Job description

A leading financial institution in Toronto seeks a candidate to support Sr. Managers and provide training within the Scotia Wealth Insurance Services. The ideal candidate will have a strong background in the life insurance industry, at least 5 years of experience, and possess a university degree or equivalent. Responsibilities include delivering training, acting as a Subject Matter Expert, and ensuring compliance with regulations. This role offers the chance to work in a high-performance environment that values inclusivity.