Jobs in Vaughan

Newest first

Within 25 km of Vaughan

Added 21 hours ago
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St. Andrews Insurance Brokers

insurance broker

Woodbridge, ON, Canada

Full-time

Within 25 km of Vaughan · About 9.9 km from the city centre

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Job details

Job type: Full-time
Apply by: Oct 31, 2026
Posted: Sep 4, 2026

Original job description

Overview

Languages

English

Education

College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
or equivalent experience

Experience

2 years to less than 3 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Work setting

Insurance company

Responsibilities

Tasks

Calculate premiums
Establish client insurance coverage
Provide customer service
Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Identify clients' financial goals and objectives
Analyze clients' financial records
Develop financial plans for clients
Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Credentials

Certificates, licences, memberships, and courses

Registered Insurance Brokers of Ontario (RIBO) licence

Experience and specialization

Area of specialization

Financial planning

Additional information

Work conditions and physical capabilities

Tight deadlines
Attention to detail
Fast-paced environment
Work under pressure
Large caseload

Personal suitability

Client focus
Judgement
Organized
Reliability
Team player
Dependability
Due diligence

Benefits

Financial benefits

Commission
Group insurance benefits

Employment groups

This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:

Support for newcomers and refugees

Supports newcomers and/or refugees with foreign credential recognition

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More about this job

Responsibilities

Calculate premiums, establish insurance coverage, and advise clients on group and individual insurance products and risk coverage. Assess clients’ financial records and goals, develop financial plans, and administer trusts and related investments and funds.

Requirements

Requires a college, CEGEP, or other non-university certificate or diploma from a one- to two-year program, or equivalent experience, and two to less than three years of experience. A Registered Insurance Brokers of Ontario (RIBO) licence is required, with financial planning specialization.

Skills

Premium Calculation
Insurance Coverage
Customer Service
Insurance Package Guidance
Risk Coverage Assessment
Financial Goal Identification
Financial Records Analysis
Financial Planning
Trust Administration
Investment Planning
Cash Management
Retirement Planning
Estate Planning
Client Focus
Attention to Detail
Judgment

Benefits

Commission
Group Insurance Benefits

Visa sponsorship

Not detected in the job text

Keywords

Insurance Broker
Insurance Company
Premium Calculation
Insurance Coverage
Group Insurance
Individual Insurance
Risk Coverage
Financial Planning
Cash Management
Investment Planning
Retirement Planning
Estate Planning
Financial Records
Trust Administration
Trust Account Investments
Registered Insurance Brokers of Ontario
RIBO Licence
Customer Service
Commission
Group Insurance Benefits

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