Advanced Case Consultant, Life Insurance

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Calgary; On-site; CAD 134,000 - 184,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards & Recognition

ERGs & Mentorship

Job summary

Canada Life is seeking an Advanced Case Consultant to deliver product expertise and advanced sales strategies for advisors across channels. You will model complex life insurance strategies, create client materials, and simplify concepts for diverse audiences.

Ideal candidates have 7+ years in financial/insurance services, strong Par/UL mechanics, and CFP/CLU designations. This is a full-time role based in Calgary/Edmonton with travel and a competitive base salary.

Qualifications

• 7+ years in financial/insurance services, with complex life product design.
• Strong knowledge of Par and UL product mechanics.
• Knowledge of CDA planning, estate freezes, buy-sell structures.
• Strong leadership, sales and relationship-building skills.
• CFP or CLU designation.

Responsibilities

• Support advisors, wholesalers, and high-net-worth clients with complex life insurance planning.
• Drive new business by providing insight into opportunities and product design for owners and professionals.
• Model complex strategies involving permanent life insurance, corporate planning, estate & retirement solutions.
• Provide technical case analysis and create high-quality advisor/client materials.
• Explain complex concepts to varied audiences.

Skills

Par & UL product mechanics

Leadership

Relationship building

Sales skills

Advisor support

Education

Post-secondary education in finance/accounting/taxation

CFP or CLU designation

Tools

Illustration software

Job description

Advanced Case Consultant, Life Insurance

Description: Base + Comm

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We’re looking for an Advanced Case Consultant to deliver product expertise, advanced sales strategies, and industry insights. Our product shelf is robust, dependable and effective and we’re looking to you to showcase to advisors the power behind our solutions.

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

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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’reunited by a shared purpose: to improve the financial,physicaland mental well beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand 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 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.

• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.

• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted 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 handledin accordance withapplicable laws and Canada Life policies.

Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.

Location: Calgary, AB, CA Edmonton, AB, CA