Insurance Service Advisor, Canadian Wealth Management Requisition ID: 255438 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Insurance Service Advisor, Canadian Wealth Management** **Purpose** The position is responsible for assisting insurance clients that are not assigned to a relationship manager, providing in-force and new business policy support to licensed advisors and Branch Managers within an assigned region. This role will also support segregated funds from a sales and service perspective to all advisors nationally. **What You’ll Do:** + Acts as the main point of contact for National Branch licensed advisors in the assigned territorywho have questions or require support related to their in-force policy management activities. Thisincludes delivering training to advisors on accessing policy details within Centralize and best practicesfor servicing activities, reviewing statements and notices as they are distributed to the Agent of Record,flagging any policies that require attention, undertaking policy analysis, requesting in-force illustrations,and providing any necessary paperwork to advisors. + Proactively reviews a subset of in-force permanent life insurance policies at key milestones toidentify any potential issues that may lead to future client concerns related to policy performance. Thismay include collaborating with advisors and SWIS colleagues to determine the best approach toaddress issues and mitigate any risks. + Identifies complex opportunities (UL/WL) to introduce an insurance consultant (IC) into an inforce policy when there may be new business potential, such as conversions or secondary sales. Thisincludes proactively reviewing their in-force block of business (Term, CI, DI) for such opportunities andpartnering with ICs in the corresponding region. + Provides segregated fund and GIA support to licensed advisors. This includes answeringquestions and providing guidance related to new sales and applications, redirecting advisors tosegregated fund wholesalers, maintaining product details online, and managing segregated fundescalations and complaints. + Provides support to Scotia Wealth Insurance Services Inc., (SWIS) head office on client escalationsand other special projects that help deliver on its national mandates. + Stays informed with industry changes relating to the sale of insurance products, with additional focus onsegregated funds, GIA, and training requirements for new licensees. + Champions a customer focused culture to deepen client relationships and leverage broader Bankrelationships, systems and knowledge. + Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activitiesand decisions. + Actively pursues effective and efficient operations of his/her respective areas in accordance withScotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring theadequacy, adherence to and effectiveness of day-to-day business controls to meet obligations withrespect to operational, compliance, AML/ATF/sanctions and conduct risk. + Champions a high-performance environment and contributes to an inclusive work environment. **What You'll Bring:** + Minimum of 3-5 years’ experience within the life insurance industry coupled with a university degree(or equivalent education) + LLQP is a requirement + Will need to get life licensed in all provincial jurisdictions. + The Certified Financial Planner (CFP) and/or Certified Life Underwriter (CLU) designations are anasset + Experience working with permanent life insurance and working knowledge of insurance carrierillustrations, software and advisor portals is essential + Knowledge of the estate planning uses for life insurance including corporate owned life insurancestrategies is essential + Outstanding interpersonal skills, with an ability to deal with sensitive and difficult client situations ina gracious and professional manner + Ability to work effectively and collaboratively within a team + Readily embrace change and thrive in an ever-changing environment + Well organized, goal driven and action oriented + Demonstrates pro-activity, initiative and resourcefulness + Service oriented with a high value placed on rapid and high-quality responses + Goal oriented + Demonstrated experience with segregated funds product sales and servicing + Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPointand MS Outlook + Nice to Have - fluently bilingual **Work Arrangement:** + Work in a standard office-based environment. **Interested?** If your experience is closely related but doesn’t align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture. **What's in it for you?** Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. \#LI-AM2 Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, pleaseclick here (https://www.scotiabank.com/careers/en/careers/technical-support-for-applicants.html) . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.