Associate Advisor Jobs in Surrey, BC (NOW HIRING)

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

New Business Associate, Life Insurance

How does the role impact the organization?

We are seeking a detail-oriented and service-focused New Business Associate, Life Insurance to join our Insurance Operations team in Vancouver.

In this role, you will support the end-to-end processing of life insurance applications, working closely with financial advisors, insurance carriers, underwriting partners, and internal team members. You will play a key role in ensuring applications are submitted accurately, underwriting requirements are completed efficiently, and policies are placed in force in a timely manner.

This is an excellent opportunity for an organized professional who enjoys managing multiple priorities, building strong relationships, and contributing to a high-quality advisor and client experience.

What will your role be responsible for? 

New Business Processing

• Review life insurance applications for completeness, accuracy, and good-order requirements.
• Verify advisor licensing, carrier contracting, and other submission requirements.
• Enter and maintain accurate records within the agency management system.
• Validate applications submitted to insurance carriers through approved and secure channels.
• Monitor case progress and maintain up-to-date records throughout the underwriting process.

Underwriting Coordination

• Order and coordinate underwriting requirements, including paramedical exams, and other carrier requirements.
• Liaise with vendors, carriers, advisors, and internal stakeholders to facilitate the collection of outstanding requirements.
• Proactively follow up on pending requirements to support timely underwriting decisions.
• Track and communicate application status updates to advisors and team members.

Policy Delivery & In-Force Support

• Process issued policies and prepare delivery packages for advisors.
• Review and track outstanding delivery requirements, including signatures, disclosures, and premium requirements.
• Submit completed delivery requirements to insurance carriers.
• Confirm policies are successfully placed in force and accurately reflected in internal systems.

Advisor & Administrative Support

• Serve as a primary point of contact for advisor inquiries related to new business and  administration.
• Maintain a high level of service, professionalism, and responsiveness when supporting advisors and business partners.
• Contribute to process improvements and operational efficiencies within the department.
• Perform other duties and special projects as assigned

What can you expect from us?

Our most important investment is in people.  Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you? 

Knowledge & Experience

• Understanding of life insurance products, underwriting processes, and policy administration practices is preferred.
• Experience in life insurance, financial services, insurance operations, customer service, or a related administrative environment.
• Familiarity with regulatory and compliance requirements applicable to life insurance business is an asset.
• Proficiency with Microsoft Office applications and business management systems.

Skills & Abilities

• Strong attention to detail with the ability to identify discrepancies and ensure data accuracy.
• Exceptional organizational and time-management skills.
• Ability to manage multiple priorities and deadlines.
• Strong problem-solving and critical-thinking abilities.
• Excellent written and verbal communication skills.
• Ability to build productive working relationships with advisors, carriers, vendors, and internal stakeholders.
• Commitment to delivering a professional and high-quality service experience.

Qualifications

• High School Diploma required; post-secondary education in Business, Finance, Insurance, or a related field is considered an asset.
• Minimum 1 year of experience in life insurance, financial services, insurance operations, customer service, or a related administrative role.
• Equivalent combinations of education, training, and experience will be considered.
• Bilingual in French an asset

Licenses & Certifications

• Life Licence Qualification Program (LLQP) or Life and Accident & Sickness Licence is considered an asset but is not required.

Why Join Us?

• Be part of a collaborative and supportive team environment.
• Gain exposure to the full life insurance new business and underwriting process.
• Build valuable experience within the insurance and financial services industry.
• Contribute directly to helping advisors deliver insurance solutions that support their clients' financial goals.
• Opportunities for professional development and career growth.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Salary Range: $45,000 - 70,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.