Advanced Case Consultant, Life Insurance

Canada Life; Calgary; On-site; CAD 134,000 - 184,000; Full time

Benefits offered by this job

Education reimbursement

Mental health benefit

Volunteer day

Company-matching pension

Share ownership program

Employee discounts

Job summary

Canada Life in Calgary is seeking a seasoned life insurance professional to design and implement sophisticated planning solutions for high-net-worth clients and business owners. You will work with top advisors, model complex strategies, and translate technical analyses into advisor-ready materials.

The role demands extensive experience in Par/UL mechanics, CDA planning, and tax concepts, with travel within the region.

Qualifications

• 7+ years of experience in financial/insurance services industry, ideally in large and complex life insurance product design
• Strong expertise in Par and UL product mechanics
• Strong knowledge of CDA planning, estate freezes, buy‑sell structures, leveraging strategies, and charitable giving
• Strong leadership, sales and relationship-building skills
• Superior knowledge of life insurance products, sales strategies, the financial services industry and the marketplace
• Proficiency with insurer illustration software is an asset
• Advanced understanding of tax principles related to life insurance solutions
• Hold valid financial services designations, such as CFP or CLU
• Ability to work independently and in a team environment
• Post‑secondary education, preferably in finance, accounting or taxation; or equivalent work experience
• Ability to travel throughout an assigned region using your own means of transportation

Responsibilities

• Support advisors, wholesalers, and high‑net‑worth clients with sophisticated life insurance planning
• Drive new business by providing insight into life insurance opportunities and product design with business owners, professionals and affluent clients through working with top advisors across a variety of channels
• Model complex strategies involving permanent life insurance, corporate planning, estate & retirement solutions, and business‑owner scenarios
• Provide technical case analysis and create high‑quality advisor and client materials
• Simplify complex recommendations and concepts to a variety of audiences

Skills

Leadership

Relationship-building

Sales

Life insurance products

Insurer illustration software

Tax principles

CFP or CLU designation

Travel willingness

Education

Post-secondary education in finance, accounting or taxation; or equivalent work experience

Tools

Illustration software

Job description

Base + Comm

What You Will Do

• Support advisors, wholesalers, and high‑net‑worth clients with sophisticated life insurance planning
• Drive new business by providing insight into life insurance opportunities and product design with business owners, professionals and affluent clients through working with top advisors across a variety of channels
• Model complex strategies involving permanent life insurance, corporate planning, estate & retirement solutions, and business‑owner scenarios
• Provide technical case analysis and create high‑quality advisor and client materials
• Simplify complex recommendations and concepts to a variety of audiences

What You Will Bring

• 7+ years of experience in financial/insurance services industry, ideally in large and complex life insurance product design
• Strong expertise in Par and UL product mechanics
• Strong knowledge of CDA planning, estate freezes, buy‑sell structures, leveraging strategies, and charitable giving
• Strong leadership, sales and relationship-building skills
• Superior knowledge of life insurance products, sales strategies, the financial services industry and the marketplace
• Proficiency with insurer illustration software is an asset
• Advanced understanding of tax principles related to life insurance solutions
• Hold valid financial services designations, such as CFP or CLU
• Ability to work independently and in a team environment
• Post‑secondary education, preferably in finance, accounting or taxation; or equivalent work experience
• Ability to travel throughout an assigned region using your own means of transportation

The base salary for this position is between $134,130 - $184,130 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.

Grow with Canada Life

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!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• 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 additionalinvestment 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.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. 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.