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About the Role

This role supports the Director, Financial Underwriting, in the analysis and assessment of new business insurance applications, helping to protect and grow insurance sales by providing financial underwriting support for large and complex new business cases.

Responsibilities

• Complete financial underwriting assessments for complex individual insurance cases, including independently reviewing and approving cases up to a specified threshold.
• Prepare financial recommendations, utilizing supporting documentation that will be used to influence reinsurance decisions.
• Interact with clients’ external accountants and financial advisors.
• Interact with external reinsurers and sales support teams for complex financial underwriting cases, providing documentation in a clear and concise manner to support financial justifications.
• Support the development of internal and external financial underwriting processes and guidelines.
• Review financial underwriting marketing materials to ensure consistency with our administration and sales strategies.
• Support advisors and wholesalers with general questions related to financial underwriting.
• Prepare technical materials to be used in presentations to advisors and internal team members on financial underwriting topics and concepts.

Requirements

• 1 to 5 years of experience in underwriting, tax planning, business valuation, consulting, or accounting roles.
• CPA designation preferred, or equivalent experience.
• An understanding of insurance products, the insurance industry, distribution channels, advisors, and clients’ needs.
• In-depth understanding of financial statement analysis and the principles of business valuation in a wide variety of industries.
• Strong ability to collaborate with teams across multiple disciplines.
• Proven analytical, problem-solving, and decision-making abilities.
• Solid technical expertise and excellent interpersonal skills, with the ability to establish key relationships and foster strong teamwork.
• The ability to manage multiple priorities and collaborate with internal and external stakeholders to deliver on successful outcomes.
• A demonstrated track record of driving results and contributing to process improvements.
• The ability to translate complex technical topics into understandable solutions for non-technical audiences.
• Bilingualism (English and French) would be an asset, but it is not required.

Location

• London
• Toronto
• Winnipeg

Work Type

• Permanent
• Full Time
• Hybrid

Experience Level

• 1 to 5 years

Education Level

• CPA designation preferred, or equivalent experience

Salary/Compensations

• $85,200 - $135,200

Benefits

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

About the Company

• We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians.
• Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
• We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other.
• Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

Equal Opportunity

• We’re committed to removing barriers and ensuring equal access to employment.
• Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com.
• All information provided will be handled in accordance with applicable laws and Canada Life policies.
• Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.