Insurance Associate

Location:
This in-office position can be based out of any of our offices in Western Canada.

Our organization
:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada's Best Managed Companies. With over $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

• Investment Executive 2025 Brokerage Report Card.

The opportunity:
Reporting to the Senior Vice-President, Insurance & Wellington-Altus Group Solutions (WAGS), the Insurance Associate will be responsible for driving life insurance and living benefit sales to Wellington-Altus advisors and their clients. This is a high-impact, relationship driven role that will support Associate Vice President of Insurance, Wellington-Altus Insurance Inc. advisors and clients in delivering insurance-based solutions.

Key responsibilities include:

• Insurance Sales and Prospecting

• Develop and support new business revenue through sales to new and existing clients.

• Partnering with Associate Vice President's, Wellington-Altus advisors and our advanced wealth planning team to identify sales opportunities.
• Prepare customized illustrations and insurance quotes.
• Manage the complete insurance sales process for a recommended solution.

• Leading client meetings and supporting advisors through the closing process.

• In-force Service Support

• Manage in-force block of business.

• Identify opportunities within a block of business.
• Commission reporting.

• Provide reporting from senior members of the insurance team / executives.

• Relationship Management

• Build long-lasting relationships with clients based on trust and exceptional service.

• Collaborate with Wellington-Altus Insurance Inc. advisors and our advanced wealth planning term to deliver a seamless client experience.

• Support the Associate Vice President, Wellington-Altus Insurance & Senior Vice President Insurance & Wellington-Altus Group Solutions with new advisor training initiatives.

• Industry Knowledge & Insights

• Deep understanding of the life insurance landscape in Canada, including product types, underwriting practices, and tax considerations.

• Commitment to staying current with regulatory changes, product innovation, and evolving client needs in the insurance and wealth management space.
• Entrepreneurial mindset, excellent communication skills, and a passion for client success.

The ideal candidate will possess:

• A bachelor's degree or college diploma.
• 2-4 years' experience in an insurance advisor/consultant/specialist role.
• Equivalent combination of education and experience may be considered.
• Experience in the wealth management or other regulated industry is a strong asset.
• Life License Qualification Program (LLQP) required.
• Licensed in multiple provinces is an asset.
• Bilingual (French) is an asset.

• At least one of the following would be an asset but not required:

• Certified Financial Planner (CFP) designation.

• Chartered Financial Analyst (CFA) designation.
• Chartered Investment Manager (CIM) designation.
• Chartered Life Underwriter (CLU) designation.

• Trust & Estate Practitioner (TEP) designation.

• Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.

• Familiarity with financial planning tools and group retirement plan administration platforms.
• Familiarity with individual insurance company and Managing General Agency (MGA) platforms.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
• Excellent attitude and commitment to providing extraordinary service.
• An excellent attention to detail.
• Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
• Excellent problem-solving skills.
• Strong organizational skills.
• A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
• Strong critical thinking and written and verbal communication skills.
• An ability to maintain the highest levels of confidentiality.

Conditions of employment:

• Must be legally eligible to work in Canada.
• Must be able to travel 0-5% of the time.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.