Insurance Assistant (Twelve-Month Contract)

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.

Suite 1100 – 250 Howe Street | Vancouver, BC V6C 3S+

Main 604 66+ 1600 | Toll Free 1 888 886 3586 | Fax 604 688 6023

Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited. ODLUMBROWN.COM

ODLUM BROWN FINANCIAL SERVICES LIMITED

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
• Must hold a valid Life and Accident and Sickness License with a minimum of 2 years’ post-licensing industry

experience and must not require licensing supervision
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

Suite 1100 – 250 Howe Street | Vancouver, BC V6C 3S+

Main 604 66+ 1600 | Toll Free 1 888 886 3586 | Fax 604 688 6023

Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited. ODLUMBROWN.COM

ODLUM BROWN FINANCIAL SERVICES LIMITED

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 July 4, 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. Read more