New Business Associate

If you are interested in working independently in a fast-paced environment, providing support to the Ascendant Financial team, the position (New Business Associate) may be of interest to you.

Why Ascendant Financial?

As the successful candidate, you will work with a diverse team of professionals. Your main focus will be to assist clients from application to settlement and respond to any inquiries relating to new business activities. Your keen eye for detail and your drive to strive for high customer satisfaction will assist in the completion of various other responsibilities including client communication, data management, and other duties as required.

Make an impact with our team as a New Business Associate. This diverse team of professionals directly contributes to the success of the firm by supporting internal and external clients.

What you will be doing?

*We hire Canada wide with home office being in Edmonton. (Note: In person work is required if you are in traveling distance within Edmonton)

Job Responsibilities:

Maintain client relationships by answering client inquiries and assisting clients with service requests relating to new business activities

Assist clients throughout their journey from application to settlement

Meet with clients to complete applications

Complete and coordinate requirements for  Life Insurance, Disability, Critical Illness and Investment Account Applications 

Ensure that all compliance documents are complete including ID Verification

Update CRM and partner advisors on the status of their clients

Follow up with partner vendors (IDC, Watermark, Dynacare, Life Carriers) to ensure timely delivery of products and services

Review issued policies for correctness and assist clients with policy settlement

Document all client interactions and maintain client files to industry standard

Document all client interactions and maintain client files to industry standard

Maintain client database and new business and commission trackers

Request for Google Reviews

Ensure proper handover of client back to advisor team once the policy settle

Preferred Experience

Have completed or are willing to complete the Life Licensed Qualification Program in the first 30 days

Completion of Grade 12 or equivalent.

Applicants must have a strong knowledge of Microsoft Office including Word, Excel software programs.

Excellent formatting, grammar and proofreading skills are required.

Have experience in a similar role (preferred but not required)

Meticulous in detail. Being known to be very thorough in their work.

What We’re Offering

Working In An Elite Team

Working with top-tier and like-minded individuals who has the ability and ambitions to grow.

Remote Work Position/In Person Office

Depending on where you are located, you will be either in a remote working position or be in our head office in Edmonton.

Focus and develop on What you love

We strive to set the gold standard in the financial industry, continuously innovating and aspiring to be the number one most highly regarded MGA in Canada through excellence and forward-thinking strategies.

Interesting and Challenging Projects

Growth oriented environment where you will impact clients’ business strategy and all their marketing efforts.

Supportive Management that Allows Freedom

Ability to express your ideas and value addition to the company. We encourage and value the ideas of our team as we believe that we are a team that grows together.

Competitive Payment Structure

Commitment to our communities is core to who we are. Through consistent giving and engagement, we aim to make a meaningful impact, contributing not just financially but with our time, talents, and energy.

What it’s like to be a part of us?

We can write something to convince you. Why not hear it from our teammates on our team and be the judge for yourself?

Elizabeth Wall, Sales Associate

“The people are amazing. They’re so supportive both professional and personally and they always are there to lend a hand or just check in on you to make sure that things are going well!”

Richard Canfield, Advisor

“What really stands our for me (as a member of the Ascendant Team), is that we’re working towards a common goal and we’re trying families and business owners all over the country really rise to the occasion where they can actually see the fruits of their financial labor!”

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Sebastian Daniels, Advisor

“The people provide an environment of positivity and support with a vision for growth.

Taran Sousa, Advisor

“The journey is nothing but ABSOLUTELY BRILLIANT. The team is awesome! No matter who you interact with. Everyone is just so kind and really motivating in terms of a cohesive unit!”

Nadine Bernardin, Administrative Associate

“Being part of Ascendant Financial makes me feel very welcome and being part of a team that supports one another has made it really easy to feel confident and comfortable while learning new things every single day!”

Apply Now

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