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Associate Insurance Advisor Jobs in Orleans, ON (NOW HIRING)

National Bank

Wealth Associate (On-Site)

Ottawa, ON

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...

EssilorLuxottica Group

EyeCare Advisor

Ottawa, ON

Our highly qualified associates are passionate about customer satisfaction. We proudly offer every ... insurance and coupons. * Demonstrate knowledge of appointment book/scheduling procedures and ...

Essilor

EyeCare Advisor

Ottawa, ON

Our highly qualified associates are passionate about customer satisfaction. We proudly offer every ... insurance and coupons. * Demonstrate knowledge of appointment book/scheduling procedures and ...

Softchoice

Associate Project Manager - Bilingual

Ottawa, ON · On-site

CA$62K - CA$78K/yr

... adviser both internally and externally. What you'll do: * Execute and support the delivery of ... RRSP/DPSP Retirement Savings Plan with Company Matching, Life and Disability Insurance * Paid Time ...

RONA+

Sales Associate

Gatineau, QC · On-site

Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... Strong analytical skills If selected for an interview, please advise our Store team if you require ...

RONA+

Sales Associate

Gatineau, QC · On-site

... insurance (certain conditions apply), annual salary review, etc. Access to the GreenShield ... please advise our Store team if you require accommodation during the interview and assessment ...

RONA+

Sales Associate

Gatineau, QC · On-site

Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... Strong analytical skills If selected for an interview, please advise our Store team if you require ...

RONA+

Assistant Store Manager Sales, BB

Gatineau, QC · On-site

Benefits: insurance (certain conditions apply), annual salary review, etc. * Access to the ... Associates properly manage and take full advantage of bids, leads, estimates, proposals and ...

RONA+

Assistant Store Manager Sales, BB

Gatineau, QC · On-site

... insurance (certain conditions apply), annual salary review, etc. Access to the GreenShield ... Associates properly manage and take full advantage of bids, leads, estimates, proposals and ...

Uottawa

Intermediate Coordinator, Practicum

Ottawa, ON · On-site

CA$62K - CA$78K/yr

Reporting to the Senior Advisor, Program Management - Practicum, the incumbent assists the ... associate teachers, requests for deferred practicums, practicum absences and workplace insurance ...

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All JobsAssociate Insurance Advisor JobsAssociate Insurance Advisor Jobs in Orleans, ON

Associate Insurance Advisor information

What does an associate insurance advisor do?

An Associate Insurance Advisor helps clients understand and select insurance policies that best fit their needs, such as life, health, auto, or home insurance. They assess clients' financial situations, provide information on different insurance options, and assist with policy applications and claims. Additionally, they may help with policy renewals, answer client questions, and ensure compliance with insurance regulations. Their role is both advisory and sales-oriented, requiring strong communication and customer service skills.

What is the difference between Associate Insurance Advisor vs Insurance Agent?

AspectAssociate Insurance AdvisorInsurance Agent
CredentialsTypically requires licensing and some industry certificationsRequires licensing; certifications vary by region
Work EnvironmentOften works in insurance firms, assisting clients and advisorsWorks independently or for agencies, selling policies directly
Employer & Industry UsageCommonly employed in insurance companies and brokeragesEmployed by agencies or independently selling policies
Search & Comparison IntentPeople compare to understand entry-level roles assisting advisorsPeople compare to understand direct sales roles and licensing

The main difference is that an Associate Insurance Advisor typically supports licensed advisors and may have a more client service-oriented role, while an Insurance Agent directly sells insurance policies to clients. Both roles require licensing, but their responsibilities and work environments differ, with the Associate Insurance Advisor often acting as a stepping stone within the industry.

What are the key skills and qualifications needed to thrive as an associate insurance advisor, and why are they important?

To thrive as an Associate Insurance Advisor, you need a solid understanding of insurance products, risk assessment, and typically a relevant license such as a provincial insurance license. Familiarity with customer relationship management (CRM) software, quoting tools, and underwriting systems is also important. Strong interpersonal skills, attention to detail, and effective communication help build trust and rapport with clients. These competencies are crucial for accurately addressing client needs, ensuring regulatory compliance, and driving business growth.

How does an associate insurance advisor typically collaborate with senior advisors and other team members?

Associate Insurance Advisors often work closely with senior advisors, underwriters, and customer service representatives to deliver comprehensive solutions to clients. They assist in preparing policy proposals, conducting client research, and ensuring accurate documentation. Regular meetings and open communication with the team are essential, as associates frequently support senior advisors in client meetings and follow-ups, helping to foster a collaborative environment that ensures clients receive tailored coverage and excellent service.
What cities near Orleans, ON are hiring for Associate Insurance Advisor jobs? Cities near Orleans, ON with the most Associate Insurance Advisor job openings:
Associate Insurance Advisor jobs near you

Associate Advisor

Desjardins Financial Security Independent Network - Ottawa #118

Ottawa, ON • Hybrid

Full-time

Re-posted 20 days ago

Job description

Associate Advisor
Desjardins Financial Security Independent Network - Ottawa, Kingston or London ON | Hybrid | Full-Time, Permanent

About the Role

We're growing - and we're looking for the right person to grow with us.

DFSIN Ottawa is hiring an Associate Advisor to join a high-performing, client-obsessed team that genuinely loves what it does. This isn't an entry-level seat-filler role. We're looking for someone with real experience, sharp instincts, and a genuine passion for helping clients build financial security for themselves and their families.

You'll work closely with a Principal Advisor to deliver exceptional service to an existing client base - preparing for meetings, executing on financial plans, managing portfolios, and building the kind of long-term client relationships that define a great practice.

If you're looking for a place where your work actually matters, where there's room to grow, and where the culture is built around people - this might be exactly what you've been looking for.

What You'll Do

  • Deliver exceptional day-to-day client service and build lasting relationships
  • Prepare for client meetings and execute recommendations from financial plans
  • Conduct research and analysis to support financial planning and investment strategies
  • Collaborate with the Principal Advisor on portfolio monitoring and management
  • Maintain accurate client records using CRM tools
  • Support cash management, budgeting, and forecasting as needed

What You Bring

  • Active Mutual Funds and Life Insurance licences (required)
  • CFP designation or actively working toward it (strong preference)
  • Mid-level experience in financial services - you know your way around a financial plan
  • Strong analytical skills and a sharp eye for detail
  • Excellent communication and relationship-building skills
  • A client-first mindset, always
  • Driver's licence and access to a vehicle
  • Ability to work independently and as part of a collaborative team

What We Offer

  • Competitive salary plus bonus and commission potential
  • potential for employee benefits and RRSP matching program
  • Hybrid work arrangement
  • A team that invests in your growth - we want you to build a long-term career here, not just fill a seat
  • A culture that actually walks the talk on work-life balance

About DFSIN Ottawa

Desjardins Financial Security Independent Network is backed by Desjardins Group - the largest cooperative financial group in Canada. We operate with a team-based mentality, a deep commitment to client wellbeing, and a vision to lead the industry through tailored, ethical, and innovative financial planning.

We're proud of the culture we've built here - and we protect it by hiring carefully.

Sound like you?

We'd love to hear from you. Apply with your resume and a brief note about why this role caught your attention.

Apply