20 meilleures offres (loan advisor, vancouver, bc) (à pourvoir)

Insurance Lead
Stalwart Insurance Group —Vancouver, BC
- De 150 000 $ à 160 000 $ par an
- Heures supplémentaires
- Finance
- Baccalauréat
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il y a 4 jours
Associate, Cash Entitlements (12-Month Contract)
Canaccord Genuity Corp. —Vancouver, BC
- De 50 000 $ à 60 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Outlook
- Service à la clientèle
il y a 10 jours
Tesla Advisor, Delivery
Tesla —Vancouver, BC
- De 23,32 $ à 46,20 $ de l’heure
- Fins de semaine au besoin
- Vente
- Service à la clientèle
- Salesforce
- Jours fériés payés
- Assurance Dentaire
Project Loan Monitor / Estimator
BTY CONSULTANCY GROUP INC —Vancouver, BC
- De 70 000 $ à 80 000 $ par an
- Temps plein
- Schémas
- Compétences rédactionnelles
- Microsoft Office
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Financial Advisor
Envision Financial, a division of First West Credit Union —Delta, BC
- De 52 400 $ à 65 600 $ par an
- Temps plein
- Microsoft Office
- Services financiers
Commercial Analyst
Envision Financial, a division of First West Credit Union —Delta, BC
- De 56 800 $ à 72 800 $ par an
- Temps plein
- Microsoft Excel
- Recherche
- Finance
Director of Admissions
Pacific Institute of Culinary Arts —Vancouver, BC
- De 85 000 $ à 100 000 $ par an
- Fins de semaine au besoin
- Logiciels de GRC/CRM
- Vente
- Microsoft Office
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
il y a 14 jours
Team Manager, Wealth Advice Team
Vancouver City Savings Credit Union —Vancouver, BC
- De 86 400 $ à 116 800 $ par an
- Travail hybride
- Vente
- Finance
- Gestion d'équipe
- Jours fériés payés
- Assurance Dentaire
Associate, Execution - National Client Group
National Bank of Canada —Vancouver, BC
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Anglais
- Finance
- Programmes de Bien-être
- Programme d'Aide aux Employés
il y a 7 jours
Financial Analyst
Avison Young Canada —Vancouver, BC
- De 50 000 $ à 65 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Compétences rédactionnelles
- Recherche
il y a 13 jours
Case Coordinator
Novella Wealth Corporation —Richmond, BC
- De 45 000 $ à 60 000 $ par an
- Temps plein
- Logiciels de GRC/CRM
- Microsoft Outlook
- Anglais
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
Senior Manager, Commercial Banking Syndications
Beem Credit Union —Burnaby, BC
- De 116 200 $ à 145 300 $ par an
- Télétravail
- Finance
- Développement commercial
- Gestion d'équipe
- Assurance Invalidité
- Assurance Dentaire
il y a 10 jours
Accounting Manager
Shamrock Storehouse C3 —Vancouver, BC
- De 90 000 $ à 105 000 $ par an
- Temps plein
- Hospitalité
- Service à la clientèle
- Amélioration continue
- Assurance Dentaire
- Assurance Vision
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Administrative Assistant/Receptionist
Novella Wealth Corporation —Richmond, BC
- À partir de 43 000 $ par an
- Temps plein
- Logiciels de GRC/CRM
- Anglais
- Recherche
- Assurance Dentaire
- Assurance Vie
Postuler rapidement
VP Communications & Government Relations
Vancouver City Savings Credit Union —Vancouver, BC
- De 204 000 $ à 264 000 $ par an
- Travail hybride
- Maîtrise
- Baccalauréat
- Gestion d'équipe
- Jours fériés payés
- Assurance Dentaire
Senior Cost Consultant (Cost Management)
Turner & Townsend —Vancouver, BC
- De 90 000 $ à 115 000 $ par an
- Temps plein
- Travail hybride
- Ingénierie
- Développement commercial
- Mentorat
Postuler rapidement
Senior Manager, Commercial Credit
Scotiabank —Vancouver, BC
- Diplôme d'études secondaires
- Capacités de présentation
- Comptabilité
Director, Origination
Lorval Capital Management —Vancouver, BC
- Temps plein
- Logiciels de GRC/CRM
- Finance
- Maîtrise
- Assurance Dentaire
Postuler rapidement
il y a 6 jours
Data Engineering, Team Lead
Vancouver City Savings Credit Union —Vancouver, BC
- De 113 100 $ à 153 000 $ par an
- Télétravail
- Informatique
- Ingénierie
- Baccalauréat
- Jours fériés payés
- Assurance Dentaire
Senior Manager, Corporate Recovery and Restructuring
MNP —Vancouver, BC
- De 150 000 $ à 200 000 $ par an
- Développement commercial
- Baccalauréat
- Contrôle de la qualité

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Insurance Lead

Stalwart Insurance Group
Vancouver, BC

Postuler dès maintenant

Détails du poste

Permanent | Temps plein
De 150 000 $ à 160 000 $ par an
Il y a 4 jours

Profil recherché

Traitement des renouvellements de polices d'assurance
Tenue des dossiers
Classement
Préparation de rapports de gestion financière
Analyse financière
Finance
Comptable professionnel agréé (CPA)
Baccalauréat
Amélioration continue
Prise de décisions
Préparation de rapports et de présentations
Comptabilité
Gestion des risques
Finance d'entreprise
Expérience en finance et comptabilité
Affaires
Gestion des comptes
Comptabilité
Rapprochement bancaire
Compétences en communication
Interaction avec les clients
Coordination d'équipe
Amélioration des processus opérationnels
Gestion du temps

Description complète du poste

About Stalwart Insurance Brokers Ltd.

Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage with a focus on high-complexity client and business situations. We value excellence and entrepreneurial thinking, requiring staff with the capacity to solve complex, novel problems. As we continue our rapid growth, we are looking for ambitious team members who are eager to scale their skills, abilities, and relationships.

Summary

We are looking for an Insurance Lead with an accounting background to join our Vancouver or Toronto office. This is a technical account-management role combining financial analysis, insurance administration, client-file management, and operational improvement.

The Insurance Lead will work with detailed financial records, legal entity structures, cash flows, reconciliations, insurance policies, financing arrangements, and complex client documentation. The role will involve coordinating with clients, lenders, insurance companies, legal counsel, accountants, and other professional advisors to ensure client files and insurance structures are accurately maintained and managed.

Insurance experience is an asset, but it is not required. We are particularly interested in candidates with a strong accounting or financial background who are comfortable working with complex information, have strong attention to detail, and are interested in developing expertise in life insurance and complex insurance structures.

Responsibilities

Your responsibilities will include, but will not be limited to:

Prepare and maintain annual flow-of-funds models showing transactions among clients, lenders, insurance companies, corporations, trusts, and other entities
Review premium schedules, financing arrangements, policy values, ownership records, and related financial information for completeness and consistency
Reconcile policy and financing information to supporting documents, lender statements, insurer records, and internal schedules
Maintain accurate continuity schedules for premiums, loans, interest, policy values, and other key financial data
Analyze variances from prior-year models and investigate unusual or inconsistent amounts
Prepare clear financial summaries, reports, and presentations for clients, executives, lenders, and professional advisors
Support accounting and tax information requests by organizing accurate source data and coordinating with external accountants and other advisors
Assist with tracking fees, invoices, cash requirements, deadlines, and other financial commitments associated with client insurance structures
Coordinate annual policy renewals and premium-financing activities with clients, lenders, insurers, and internal team members
Notify clients and lenders of upcoming renewal requirements, expected cash flows, documentation needs, and key dates
Coordinate client meetings to review annual policy and financing information
Support the preparation and review of client, policy, lender, and ownership documentation
Assist with insurance applications, renewals, policy changes, ownership updates, and other servicing requirements
Maintain complete and accurate client and policy records across systems
Follow up with insurers, underwriters, lenders, legal counsel, accountants, and other service providers on outstanding items
Respond to client questions and coordinate input from the appropriate technical or professional advisors
Build and maintain checklists, reconciliations, review controls, and standardized workpapers for recurring insurance processes
Identify gaps, inconsistencies, missing documents, and control risks before they affect a renewal, financing, or client deliverable
Track key performance measures, outstanding items, turnaround times, and upcoming deadlines
Identify and implement process improvements, automation opportunities, templates, and best practices
Support executives and managers in planning and executing operational and strategic initiatives
Manage multiple client files and deadlines while maintaining clear documentation and accountability

Required Skills and Experience

Undergraduate degree in accounting, commerce, business, finance, or a related field
CPA designation, CPA candidacy, or meaningful progress toward an accounting designation is preferred, but not required
2–5 years of experience in accounting, public practice, financial reporting, corporate finance, family office, banking, or another detail-oriented financial role
Strong Excel skills, including the ability to build and review multi-entity schedules, cash-flow models, reconciliations, and analytical workpapers
Ability to understand transactions and relationships involving corporations, trusts, lenders, insurers, and individual clients
Experience reviewing source documents and maintaining accurate supporting documentation for calculations and decisions
Comfort working with legal agreements, financial statements, tax information, lender documents, insurance documentation, and other technical records
Excellent verbal and written communication skills when working with clients, executives, lenders, insurers, professional advisors, and internal team members
Exceptional attention to detail and a strong commitment to accuracy and consistency
Strong organizational and time-management skills, with the ability to manage recurring annual cycles, multiple files, and competing deadlines
Sound judgment and the ability to identify when information is incomplete, inconsistent, or requires escalation
A proactive and resourceful approach to work, with the ability to take ownership of a file and move assignments forward with limited direction
Ability and willingness to learn quickly and develop knowledge of specialized insurance concepts
Strong problem-solving skills and an interest in process design, controls, automation, and continuous improvement
Professional and client-focused approach when working with business owners, executives, lenders, insurers, and professional advisors

Insurance Experience

Experience in life insurance, underwriting, insurance operations, premium financing, or policy administration is considered an asset, but is not required.

The successful candidate will receive training and develop working knowledge of life insurance products, policy administration, premium financing, and complex insurance structures. We are particularly interested in candidates who bring a strong accounting mindset and want to build specialized expertise in complex life insurance and high-value client situations.

Salary and Benefits

Salary: 150K - 160K per year, commensurate with experience, plus bonus
Benefits: Extended health benefits plan

Position Type

Nature: Permanent, full-time, in-person
Time Commitment: 40 hours per week, with occasional overtime required
Work Location: Toronto, ON or Vancouver, BC
Start Date: Immediate

Please note: Candidates must be currently authorized to work in Canada.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pay: $150,000.00-$160,000.00 per year

Work Location: In person

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loan advisor emplois - vancouver, bc

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : loan advisor (vancouver, bc)

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