Associate Insurance Service Advisor Jobs in Halifax, Nova Scotia, Canada
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Halifax, Nova Scotia, Canada
Associate Insurance Service Advisor (Halifax)
About the role
Join our Scotia Wealth Insurance Service Team and play a critical role in supporting advisors and enhancing the client experience across our in-force insurance portfolios.
As an Associate Insurance Service Advisor, you’ll be the trusted partner to advisors, providing day-to-day support on policy servicing, analysis, and proactive policy management. From reviewing policy performance and identifying potential risks, to uncovering opportunities for new business and collaborating with Insurance Consultants, this role is at the heart of delivering exceptional service and strengthening long-term client relationships. You’ll manage a high-volume portfolio of in-force policies, act as a key point of contact for advisor/client inquiries, and help ensure seamless servicing aligned with compliance, risk management, and operational excellence standards.
📍 Location & Work Model: Based in Halifax, NS In-office minimum 4 days per week ✅ What makes this role impactful: Directly influences client outcomes through proactive policy management Partners closely with advisors and specialists to drive business growth Balances service excellence with risk awareness and compliance Contributes to a collaborative, high-performance team environment
🌟 What you bring: Valid life insurance license (LLQP required) Strong experience in life insurance and policy servicing A proactive, detail-oriented, and client-focused mindset Ability to navigate complexity, build relationships, and identify opportunities A passion for delivering high-quality service in a fast-paced environment
If you're looking to grow your career in a dynamic, advisor-facing role where you can make a meaningful impact, we’d love to connect!
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About Scotia Wealth Management
Scotia Wealth Management, part of the Scotiabank group of companies, includes a suite of wealth management professionals providing a complete range of investment and wealth solution services to affluent individuals, entrepreneurs and families. Scotia Wealth Management comprises ScotiaMcLeod®, Private Investment Counsel, Private Banking, Scotiatrust®, Total Wealth Planning and other wealth solutions.