Scotiabank in Toronto is seeking an Associate Insurance Service Advisor to support licensed advisors, Branch Managers, and Insurance Consultants with in-force policy management and servicing. You will review statements, assist with illustrations, manage Agent of Record for orphaned policies, and identify opportunities to introduce Insurance Consultants for conversions or re-applications.
A University degree and LLQP are required; CFP/CLU assets; 3-5 years life insurance experience; strong client
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Life Insurance Policy Support Specialist in Toronto employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
