Waterloo, On Client advisor Jobs – 74 Openings This Week

Insurance Services Coordinator
Young Financial Group —Waterloo, ON
- $65,000–$70,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Organizational skills
Quick apply
10h
Financial Advisor New Career
Desjardins Financial Security Independent Network - Southwestern Ontario —Kitchener, ON
- No experience needed
- Financial services
- Communication skills
- Flexible schedule
Quick apply
Bilingual Investment Lending Consultant
Manulife —Waterloo, ON
- $85,500–$125,500 a year
- Full-time
- Remote
- Bilingual
- Sales
- Salesforce
- Disability insurance
- Dental care
9d
Wealth Management Advisor
RLB LLP —Guelph, ON
- $125,000–$155,000 a year
- Overtime
- Accounting
- Leadership
- Communication skills
Quick apply
Waterloo - People Advisory Services - Mobility - Expatriate Tax - Manager
EY —Waterloo, ON
- $87,000–$131,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Spanish
- Dental care
Supervisor, Policy Service Individual Insurance
Equitable CA —Waterloo, ON
- $60,000–$91,000 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Office
- Finance
Quick apply
Insurance Review Manager
Sun Life —Waterloo, ON
- $80,000–$128,000 a year
- Full-time
- Hybrid work
- Bilingual
- English
- Analysis skills
7d
Financial Controller
TKH Airport Solutions BV —Cambridge, ON
- $105,000–$125,000 a year
- Hybrid work
- Microsoft Excel
- ERP systems
- English
Experienced Financial Advisor/Planner
Desjardins Financial Security Independent Network - Southwestern Ontario —Kitchener, ON
- Communication skills
Quick apply
Administrative Assistant - Investments and Insurance
Cremasco Financial —Guelph, ON
- From $1 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Dental care
- Paid time off
Quick apply
2d
Sales & Business Development Broker, Private Client Group (High-Net-Worth)
NFP Corp —Kitchener, ON
- $65,000–$75,000 a year
- Full-time
- Sales
- Business development
Manager, Tax
MNP —Waterloo, ON
- $75,000–$125,000 a year
- Quality Control
- Accounting
- Leadership
2d
Senior Accountant, Assurance and Accounting
MNP —Waterloo, ON
- $60,000–$90,000 a year
- Accounting
Director, Concepts and Advanced Planning
Equitable CA —Waterloo, ON
- $125,000–$175,000 a year
- Full-time
- Hybrid work
- Master's degree
- Presentation skills
- Continuous improvement
Quick apply
Senior Accountant - Assurance
RLB LLP —Guelph, ON
- Overtime
- Hybrid work
- Microsoft Office
- Accounting
Quick apply
Senior Bookkeeper - Client Accounting Services
RLB LLP —Guelph, ON
- Full-time
- Microsoft Excel
- Accounting
- QuickBooks
Quick apply
Advanced Markets Underwriting Director
Equitable CA —Waterloo, ON
- $122,000–$172,000 a year
- Full-time
- Presentation skills
- Travel
- In-person
Quick apply
Senior Accountant, Assurance [Audit]
Doane Grant Thornton —Waterloo, ON
- $63,800–$87,650 a year
- Full-time
- Microsoft Office
- Analysis skills
- Accounting
- Profit sharing
Insurance Account Manager, Small Market Commercial
NFP Corp —Kitchener, ON
- $60,000–$70,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook

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Account Manager, Commercial Insurance
Westland Insurance Ltd. —Brantford, ON
Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional…
$55,200–$69,000 a year
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New Home Sales Professional – Mari at Williamsburg (Kitchener)
Fusion Homes —Guelph, ON
Work alongside our Marketing team on lead generation, community campaigns, and immersive sales events. Guide customers through the homebuying and design journey…
$50,000–$60,000 a year
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Auto Technician / Service Advisor (Bilingual and 310s Red Seal Licensed) – Remote
Concentrix —Oshawa, ON
The Bilingual Auto Technician / Service Advisor engages with customers through inbound and outbound calls and/or online channels. Fluent in English and French.
$30–$38 an hour
Bilingual Inbound Customer Service Representative
Optima Communications International Inc. —Whitby, ON
Answering Inbound calls from our customers. Listen carefully to customers, and personalize their experience. Bilingual Inbound Customer Service Representative.
$19.75 an hour
Quick apply

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client advisor jobs near waterloo, on

Insurance Services Coordinator

Young Financial Group
Waterloo, ON

Quick apply

Job details

Permanent | Full-time
$65,000–$70,000 a year
10 hours ago

Qualifications

Filing
Microsoft Office
Administrative experience
LLQP
Organizational skills
Clerical experience
Communication skills

Full job description

Insurance Services Coordinator

Waterloo, Ontario | Full-Time, In-Office

Are you highly organized, detail-oriented, and motivated by helping clients feel supported and confident?

Are you a detail-oriented professional who takes pride in delivering outstanding client experiences? At Young Financial Group, your accuracy, professionalism, and proactive mindset are truly valued. Join a team built on trust, collaboration, and long-term client relationships.

We are seeking a full-time, in-office Insurance Services Coordinator to play a key role in supporting our clients and ensuring a seamless service experience. This position is at the heart of our operations and offers the opportunity to contribute to a warm, professional, and highly supportive environment.

About the Role

As the first point of contact for insurance-related services, you will be responsible for coordinating and managing key aspects of the insurance application and servicing process. This includes preparing documentation, liaising with insurance carriers, and supporting both clients and advisors through policy changes, claims, and underwriting.

To thrive in this role, you will bring:

Strong communication skills, both written and verbal
A high level of accuracy and attention to detail
A professional and client-focused approach
The ability to stay calm under pressure in a fast-paced environment
A proactive mindset with the ability to manage multiple priorities
Discretion and professionalism when handling sensitive client information

Key Responsibilities

This is a representative list and is not exhaustive:

Coordinate and schedule client meetings and respond to initial inquiries
Retrieve insurance statements and notifications from carrier websites
Prepare and submit insurance quotes, illustrations, and applications
Prepare client paperwork related to policy changes and claims
Manage documentation via electronic platforms such as DocuSign and carrier portals
Act as a liaison with insurance carriers during the underwriting process
Monitor and manage new business applications from submission through to settlement
Track and collect underwriting requirements as needed
Review contracts for accuracy and ensure timely, correct issuance
Maintain up-to-date, organized client records
Support other administrative functions and team members as assigned

What We’re Looking For

Prior experience in an administrative or client service role, ideally within the insurance or financial services industry
LLQP license is considered a strong asset
Background in business administration, finance, or a related field is preferred
Proficiency in Microsoft Office Suite
A reliable, punctual, and trustworthy team member
Ability to pass both a criminal background check and a credit check

What We Offer

Compensation in the range of $65,000–$70,000 annually, aligned with experience and qualifications.
Comprehensive benefits plan.
A collaborative, respectful workplace with opportunities to grow.
A team culture that values accountability, professionalism, and excellent service.

How to Apply

If this sounds like the right fit, we’d love to hear from you! Please submit your resume and a brief cover letter outlining your interest in the role.

The successful candidate will be required to complete a criminal record and credit check as part of the hiring process.

We thank all applicants for their interest; only those selected for an interview will be contacted.

Job Types: Full-time, Permanent

Pay: $65,000.00-$70,000.00 per year

Application question(s):

Do you have prior experience in an administrative or client service role?
Do you have prior experience within the insurance or financial services industry?
Do you have the ability to pass both a criminal background check and a credit check?
Do you have reliable transportation to Waterloo, ON?

Licence/Certification:

LLQP (preferred)

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in waterloo, on

Insurance Services Coordinator

Financial Advisor New Career

Bilingual Investment Lending Consultant

Wealth Management Advisor

Waterloo - People Advisory Services - Mobility - Expatriate Tax - Manager

Supervisor, Policy Service Individual Insurance

Insurance Review Manager

Financial Controller

Experienced Financial Advisor/Planner

Administrative Assistant - Investments and Insurance

Sales & Business Development Broker, Private Client Group (High-Net-Worth)

Manager, Tax

Senior Accountant, Assurance and Accounting

Director, Concepts and Advanced Planning

Senior Accountant - Assurance

Senior Bookkeeper - Client Accounting Services

Advanced Markets Underwriting Director

Senior Accountant, Assurance [Audit]

Insurance Account Manager, Small Market Commercial

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