Insurance Associate

Insurance Associate

Location: This posting is for an existing vacancy in Wellington-Altus's Kirkland office.

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 $45 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 Emad Saad, the Insurance Associate will manage the Insurance portfolio at large, dealing with all insurance applications, management of underwriting, developing insurance opportunities within existing clientele, and with new prospects.

The incumbent may also be required to utilize exceptional organization and client service skills to assist the Senior Wealth Advisor with administrative tasks and transaction processing related to managing client accounts.

Key responsibilities include:

Insurance

• Completing all insurance applications with clients.
• Completing the various stages of underwriting and engaging with the insurance carriers to have policies placed.
• Engaging with various insurance carriers and reconciling monthly insurance commissions.
• Creating and maintaining insurance reports.
• Maintaining and updating records of all insurance licensed personnel and assisting with licensed renewals, including their Continuing Education requirements.
• Committing rigorous follow-ups relating to all client transactions to ensure proper processing and minimization of errors.
• Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.

Client Planning

• Planning Conquest.
• Preparing prospects files for recommendations.
• Review and summarize wills and mandates.
• Acting as a general resource person for clients (ex: providing statements, tax slips).
• Having a strong understanding of the firm's procedures and policies.
• Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
• Performing other reasonable duties as assigned to support the lead consultant to further advance the practice's mission and vision.

The ideal candidate will possess

• A diploma in business administration, accounting, finance, or similar field of study.
• Current and maintained registration as a member of the CSF (Insurance Licensed).
• 3 years' experience in insurance and/or wealth industry preferred.
• High level of proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Acting as a general resource person for clients (ex: providing statements, tax slips).
• Having a strong understanding of the firm's procedures and policies.
• Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
• Performing other reasonable duties as assigned to support the lead consultant to further advance the practice's mission and vision.

Conditions of employment

• Must be legally eligible to work in Canada.
• 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 candidates who would contribute to the diversification of our organization are encouraged to apply.

If you require accommodations to be made for the recruitment process, please let us know when you apply.

To apply:

Click on the "Apply for this job" button to submit your resume, cover letter, and salary expectations. We will contact you if you are selected for an interview. For more information about working at Wellington-Altus, visit our website at https://wellington-altus.ca/fr/.