Associate Insurance Service Advisor - Montreal/Quebec City
ScotiabankMontreal, Quebec, Canada • Quebec, Quebec, Canada
Posted October 22, 2025
Full Time
About the Company
Scotiabank is a global financial services provider offering a wide range of banking, wealth management, investment banking, and technology solutions. With a strong commitment to customer success, the company serves individuals, families, and communities worldwide through expert advice and innovative products. Scotiabank's distinctive approach lies in its comprehensive offerings and dedication to empowering clients to achieve their financial goals.
Job Description
This Associate Insurance Service Advisor position focuses on providing support to licensed advisors in the Greater Toronto region regarding in-force policy management. The role involves reviewing policies, assisting with client inquiries, identifying emerging risks, and collaborating with other colleagues. It requires a proactive approach and a customer-focused attitude within a high-performing team.
Requirements
- Minimum of 3-5 years’ experience within the life insurance industry
- LLQP required
- CFP, CLU designations a plus
- Experience with permanent life insurance and knowledge of insurance carrier illustrations, software and advisor portals
- Knowledge of estate planning uses for life insurance
- Well-organized, goal driven, and action oriented
- Proficiency in Microsoft Windows and its applications
