Job Description

WHO WE ARE

The Financial Planning Team operates through Odlum Brown Financial Services Limited, a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) providing financial planning, retirement, tax and estate planning, and insurance products exclusively to Odlum Brown clients.

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.

CULTURE AND VALUES

Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

PEOPLE

We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe. You will work with really interesting people and make great friends, too.

COMMUNITY

We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT

Continuous learning matters. We are committed to providing career-long support for learning and growth.

THE OPPORTUNITY

We have an opportunity for a licensed Insurance Assistant to join our award-winning firm in the Vancouver office for a twelve (12) month contract with the possibility of extension.

WHAT YOU’LL DO

This role reports to the Manager, Estate and Insurance and performs work within a team environment. As a licensed Insurance Assistant, you will provide information and support on a variety of insurance and financial planning-related areas to our in-house Estate and Insurance Planners, Investment Advisors, Portfolio Managers and clients. You are experienced and proficient with current insurance industry trends, products and regulatory requirements and are well versed in navigating insurance underwriting.

RESPONSIBILITIES

• Provide insurance services to a wide range of internal and external clients
• Support in-house Estate and Insurance Planners in day-to-day insurance activities
• Manage Estate and Insurance Planners calendars for appointments with internal and external clients
• Complete insurance applications with clients and advise on required next steps
• Process new business applications, maintain files and monitor progress with clients and insurers
• Respond to inquiries from clients, Investment Advisors and Portfolio Managers
• Provide client service for existing insurance clients

REQUIRED COMPETENCIES

• Able to model positive interactions and contribute to a healthy team environment with colleagues, apply social awareness and empathy for others in a way that builds trust and demonstrates care, and initiate and develop mutually beneficial relationships with others to create positive work outcomes (Building Relationships)
• Able to identify and meet client needs, ensuring actions are in the client’s best interest, adjust approach to meet the needs of internal and external stakeholders and ensure positive experiences and high-quality service, and convey empathy and understanding in interactions with others and demonstrate good judgment and integrity through their decisions (Client First)
• Able to work well with others and recognize the value of diverse perspectives, involve others and contribute to teamwork through support, and demonstrate a willingness to share information and consider the stakeholders to decisions (Collaboration)
• Able to demonstrate initiative on simple tasks and decisions, recognize the importance of understanding business impact and client interests in our decisions and follow directions and accept accountability for individual work outcomes (Responsibility)
• Able to understand the basic elements of Odlum Brown’s Purpose, Core Ideology, and strategy and apply them with guidance, follow policy and apply operating standards in work, and recognize key operational processes and functions and answer simple inquiries about aspects of the business (Business Acumen)
• Able to listen and respond effectively, communicate basic thoughts and ideas, with guidance on more challenging conversations, and apply communication skills to ensure clear understanding on the part of the audience (Effective Communication)
• Able to recognize opportunities to learn from challenges with guidance and support, accept feedback and make small improvements with encouragement, and approach challenges with basic optimism, showing a willingness to develop new skills over time (Growth Mindset)

KNOWLEDGE AND EXPERIENCE

• Life and Accident and Sickness Licensed with a minimum 2 years’ post-licensing industry experience required
• QUALIFIED ASSOCIATE FINANCIAL PLANNER™ (QAFP®) or CERTIFIED FINANCIAL PLANNER® (CFP®), designations are an asset
• Critical thinker who exhibits professional judgment in navigating clients through in-force and new business services and activities
• Exceptional organizational skills with the ability to manage multiple tasks and adjust to changing priorities in a fast-paced environment
• Self-motivated with a clear vision of what is required to be part of a high-performance team
• Knowledge of insurance and estate planning principles
• Proficient in industry product offerings and features in the areas of: Life Insurance, Disability Insurance, Critical Illness Insurance, Long-Term Care Insurance, Payout Annuities and Segregated Funds
• Proficient with regulatory and compliance responsibilities
• Proficient with insurance-based applications such as insurance company software, Life Guide and Cannex
• Experience with financial planning software and CRM are an asset

WHAT WE OFFER

A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other’s contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary of $55,000 - $70,000/year, plus the potential for bonuses.

Our team is growing, and we’ve got room for one more if you’re interested. If this sounds like the environment you’d like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume to careers@odlumbrown.com by May 30, 2025.

Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what’s needed to be successful in this role.

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