calgary ab client advisor Jobs – 199 Openings This Week

Insurance Administrator
Moraine Wealth Advisory —Calgary, AB
- $70,000–$85,000 a year
- Full-time
- CRM software
- Google Suite
- Microsoft Office
- Paid time off
- Life insurance
Quick apply
7d
Customer Service Advisor / Consultant
Extra-Tech Automotive Ltd —Calgary, AB
- $30–$33 an hour
- Full-time
- Management
- Customer service
- High school diploma or GED
- Store discount
- Disability insurance
Quick apply
1d
Beauty Advisor - Flex
Sephora —Calgary, AB
- $17–$20 an hour
- Part-time
- Communication skills
Beauty Advisor - Part Time
Sephora —Calgary, AB
- $17–$20 an hour
- Part-time
- Communication skills
13d
Client Experience Manager / Membership Advisor
Primaris Health —Calgary, AB
- $40,000–$120,000 a year
- Full-time
- Management
- No experience needed
- Paid time off
Quick apply
5d
Paid Services Beauty Advisor - Full Time
Sephora —Calgary, AB
- $18.00–$20.60 an hour
- Full-time
- Heavy lifting
- Sales
- Communication skills
Associate
National Bank of Canada —Calgary, AB
- Full-time
- Hybrid work
- Customer service
- English
- Microsoft Office
- Wellness program
- Employee assistance program
CLIENT SERVICE REPRESENTATIVE
Green Shield —Calgary, AB
- $62,719–$78,399 a year
- Bilingual
- English
- Communication skills
- Employee assistance program
Retail Associate - Market Mall
Aritzia —Calgary, AB
- $20–$30 an hour
- Part-time
Office Administrator
Benelogix Benefits Inc. —Calgary, AB
- $45,000–$50,000 a year
- Sales
- Administrative experience
- In-person
Quick apply
Client Services Specialist
MNP —Calgary, AB
- Sales
- Microsoft Office
- Presentation skills
6d
Retail Associate - CrossIron Mills
Aritzia —Rocky View, AB
- $20–$30 an hour
- Part-time
Client Experience Specialist
Edward Jones —Calgary, AB
- Full-time
- Customer service
- Administrative experience
- High school diploma or GED
- Designated paid holidays
- Paid time off
Banking Advisor
National Bank of Canada —Calgary, AB
- Full-time
- Customer service
- English
- Wellness program
- Employee assistance program
Service Advisor - Northland Volkswagen
AutoCanada Inc. —Calgary, AB
- $80,000–$130,000 a year
- Immediate opening
- Communication skills
Quick apply
Client Advisor, AX Chinook Centre (FT)
A|X Armani Exchange —Calgary, AB
- Weekends as needed
- Sales
- High school diploma or GED
- Communication skills
- Store discount
- Disability insurance
Quick apply
9d
Client Advisor, AX Chinook Centre (PT)
A|X Armani Exchange —Calgary, AB
- Part-time
- Sales
- High school diploma or GED
- Communication skills
- Store discount
- Disability insurance
Quick apply
13d
Personal Insurance Advisor
BrokerLink —Calgary, AB
- Full-time
- Analysis skills
- Organizational skills
- In-person
- Employee stock purchase plan
Associate
Royal Bank of Canada —Calgary, AB
- Full-time
- Microsoft Office
- Time management
Merchant Success Manager
mParticle —Calgary, AB
- $74,500–$97,000 a year
- Full-time

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client advisor jobs near calgary ab

Insurance Administrator

Moraine Wealth Advisory
Calgary, AB

Quick apply

Job details

Permanent | Full-time
$70,000–$85,000 a year
7 days ago

Qualifications

CRM software
Google Suite
Microsoft Office
Organizational skills
Financial services
Communication skills

Full job description

About Us

Moraine Wealth Advisory is a Calgary-based wealth advisory firm providing financial planning, insurance solutions and discretionary portfolio management for individuals, families, and business owners. Our team works closely together to ensure clients feel confident about their financial goals.

We are currently seeking an experienced and fully licensed Insurance Administrator to join our Calgary office.

*This is an in-office position Monday to Friday.

Position Overview

The Insurance Administrator will be responsible for managing insurance applications, policy administration, carrier communication, and client service support. The successful candidate will work closely with advisors, insurance carriers, and clients to ensure a seamless and efficient experience from application through policy servicing.

Responsibilities

Process and manage life insurance, disability, critical illness, and segregated fund applications
Coordinate underwriting requirements and follow up with carriers, clients, and advisors
Track pending business and maintain accurate records within CRM and carrier systems
Prepare insurance documentation, policy reviews, and client correspondence
Assist advisors with insurance illustrations, quotes, and product information
Ensure compliance with industry regulations and internal procedures
Handle policy changes, beneficiary updates, renewals, and other service requests
Maintain strong relationships with insurance carriers and external partners
Support client onboarding and ongoing service activities
Provide exceptional administrative and client support to the advisory team

Qualifications & Experience

Completion of the Life License Qualification Program (LLQP) and fully licensed in Alberta
Minimum 3–5 years of experience in insurance administration ideally within a wealth management, financial planning, or insurance firm
Strong understanding of life insurance and wealth management products
Experience working with multiple insurance carriers, underwriting processes and contracting
Proficiency with CRM systems, Microsoft Office and Google Suite
Exceptional organizational skills and attention to detail
Strong written and verbal communication skills
Ability to manage multiple priorities in a deadline-driven environment
Professional, client-focused, and team-oriented mindset

The following will be considered an asset:

Familiarity with compliance and regulatory requirements within the financial services industry
Knowledge of industry software platforms: WealthServ, Equisoft, APEXA

What We Offer

Competitive total rewards package including benefits and paid vacation
Professional development and continuing education support
Collaborative and supportive team environment
Opportunity to grow within an established organization

We thank all applicants for their interest; however, only those selected for an interview will be contacted. The successful candidate will be required to complete a background check.

Pay: $70,000.00-$85,000.00 per year

Benefits:

Extended health care
Paid time off

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in calgary ab

Insurance Administrator

Customer Service Advisor / Consultant

Beauty Advisor - Flex

Beauty Advisor - Part Time

Client Experience Manager / Membership Advisor

Paid Services Beauty Advisor - Full Time

Associate

CLIENT SERVICE REPRESENTATIVE

Retail Associate - Market Mall

Office Administrator

Client Services Specialist

Retail Associate - CrossIron Mills

Client Experience Specialist

Banking Advisor

Service Advisor - Northland Volkswagen

Client Advisor, AX Chinook Centre (FT)

Client Advisor, AX Chinook Centre (PT)

Personal Insurance Advisor

Associate

Merchant Success Manager

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