Job Description

Permanent Full Time-Individual insurance is a major part of Canada Life\'s Canadian Operations. The Associate Manager, Financial Underwriting Practices will help protect and grow our insurance sales by supporting Advisory Network, and Individual Wealth and Insurance Solutions by addressing large case complex financial underwriting for new business.With a singular focus on financial underwriting, this role supports the Director, Financial Underwriting, with the analysis and assessment of new sale insurance applications.What you will do:

• Complete financial underwriting assessments on individual complex 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 field support 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 material to be used in presentations to advisors and internal team members on financial underwriting topics and concepts

What you will bring:

• 1-5 years of experience in underwriting, tax planning, business valuation, consulting, or accounting roles
• CPA designation desired, or equivalent experience
• An understanding of insurance products, the insurance industry, distribution channels, advisor, and clients\' needs
• In-depth understanding of financial statement analysis and the principles of business valuations in a wide variety of industries
• Strong ability to collaborate with teams across multiple disciplines
• Proven analytical, problem-solving, and decision-making abilities
• Complemented by solid technical expertise and excellent interpersonal skills, 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, contributing to process improvements, and creating competitive advantages
• The ability to translate complex technical topics into understandable solutions for non-technical audiences
• Bilingualism (English and French) would be an asset but is not required

Given the size and scope of our organization, we have the flexibility for this position to be located in the following office locations: London, Toronto, Winnipeg-The base salary for this position is between $61,900 - $114,500 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.Be your best at Canada Life- Apply today!Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.You can be your best here. You\'re part of a diverse and inclusive workplace where your career and well-being are championed. You\'ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.Together, as part of a great team, you\'ll deliver on our shared purpose to improve the well-being of Canadians. It\'s our driving force. Become part of a strong and successful company that\'s trusted by millions of Canadians to do the right thing.Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we\'re one of Canada\'s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.#LI-HybridRequisition ID: 1482Category: Sales and Business DevelopmentLocation:London, ON Winnipeg, MB Toronto, ONDate: Jul 18, 2024If you are not finding suitable opportunities now, please click below to join our talent community!

Canada Life