WHO WE ARE

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.

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.

THE OPPORTUNITY

We have an opportunity for an Insurance Assistant to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO

This role reports to the Manager, Estate and Insurance and performs work within a team environment. As an 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

COMPETENCIES

• Building Relationships – Create, develop, and maintain mutually beneficial and positive connections with team members, clients, and others
• Clients First – Understand and reflect the needs and expectations of our clients, team members, partners and our communities through our work, decisions and actions
• Collaboration – Engage diverse perspectives, involve relevant stakeholders, use effective working methods, and maintain healthy dynamics to create great outcomes as one team
• Responsibility – Demonstrate initiative, understand our business, consider the broader impact of our decisions, act in the best interest of our clients, and take accountability for outcomes
• Business Acumen – Apply a deep understanding of Odlum Brown’s Purpose, values, envisioned future, strategy, operations, and key metrics to guide our decisions and actions
• Effective Communication – Listen to gain understanding, manage challenging or courageous conversations, and articulate our thoughts and ideas effectively in various communication formats to reach key stakeholders
• Growth Mindset – Meet challenges with a focus on possibilities, believing that through effort, experience, and productive feedback, we can continuously develop our knowledge and abilities

KNOWLEDGE AND EXPERIENCE

• Life and Accident and Sickness License with post-licensing industry experience an asset
• Minimum 1 year of client-facing experience in conducting insurance application taking
• 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 by November 28, 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.