CU Financial Management Ltd. in Atlantic Canada seeks an Insurance Compliance Specialist to oversee centralized insurance administration, compliance, and support for Advisors and Investment Associates.
This non-sales role ensures regulatory alignment, carrier expectations, and internal policies are followed. The position coordinates licensing, renewals, APEXA administration, AML/ATF controls, and onboarding, with a focus on documentation quality, risk mitigation, and collaboration across
Hybrid Insurance Compliance Specialist – Atlantic Canada in Ottawa employer: CU Financial Management Ltd.
At CU Financial Management, we pride ourselves on being an exceptional employer that champions employee well-being and professional growth. Our supportive and flexible work environment, combined with a competitive compensation package and recognition as one of Atlantic Canada's Best Places to Work, makes us an attractive choice for those seeking meaningful careers in the financial services sector. Join us in making a positive impact on our clients' financial lives while thriving in a culture grounded in ethics, responsibility, and community.
Contact Details:
CU Financial Management Ltd. Recruitment Team
