Underwriting Consultant, Advanced Cases

iA Financial Group; Vancouver; Hybrid; CAD 80,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Employee share purchase

Vacation and wellness days

Telemedicine

EAP

Ergonomic equipment

Performance bonus

Discounts on iA products

Job summary

iA Financial Group is seeking an Underwriting Consultant for Advanced Cases in a hybrid Canadian environment. You will assess complex life, critical illness, and disability applications, providing expert underwriting decisions and guidance.

The role requires 10+ years of underwriting experience, strong English communication, and collaboration with multiple stakeholders to drive profitable growth and excellent client service.

Qualifications

• University degree (Bachelor’s) and/or 10 years underwriting experience.
• 5+ years handling complex life and health cases.
• Strong knowledge of medical, financial and non-medical underwriting principles.
• Excellent communication, negotiation and presentation skills.

Responsibilities

• Assess complex life, critical illness and disability insurance applications using advanced underwriting principles.
• Deliver high-quality underwriting decisions meeting service standards.
• Collaborate with reinsurers, advisors, MGAs, and internal partners to find optimal solutions.
• Provide consultation, support and coaching to underwriting teams as SME for advanced cases.
• Deliver training and share underwriting guidance across departments.

Skills

Advanced English

Analytical skills

Decision making

Negotiation skills

Relationship building

Education

Bachelor’s degree

Tools

ALU designation

FLMI designation

Job description

Job Description

Build Your Future With Us

Are you passionate about life and health insurance underwriting and looking to contribute to an organization whose purpose is to help clients feel confident and secure about their future? As an Underwriting Consultant, Advanced Cases , you will play a key role in the assessment and management of complex underwriting files, providing specialized expertise to underwriting teams, advisors, and business partners while supporting profitable growth and delivering an exceptional client experience.

This position offers an excellent opportunity to showcase your underwriting expertise and fully leverage your potential within a caring and trusted organization. Here, people and their development are at the heart of everything we do, creating an environment that fosters collaboration and innovation.

What You’ll Accomplish With Us

As an Underwriting Consultant, Advanced Cases , you will be at the center of our mission. Your key responsibilities will include:

• Assess complex life insurance, critical illness, and disability insurance applications, applying advanced medical, financial, and non-medical underwriting principles.
• Deliver high-quality underwriting decisions while maintaining service excellence and turnaround standards.
• Collaborate and negotiate with reinsurers, advisors, MGAs, and internal business partners to find optimal underwriting solutions.
• Provide consultation, support, and coaching to underwriting teams as a subject matter expert for advanced and large-case underwriting.
• Share your expertise across various departments and contribute to quality assurance and continuous improvement initiatives.
• Work closely with Sales, Financial and Tax Solutions, and other internal stakeholders to support business development opportunities and large-case underwriting strategies.
• Perform preliminary assessments on complex cases and provide underwriting guidance to facilitate new business acquisition.
• Serve as a resource for challenging underwriting situations and provide recommendations on exceptional cases.
• Deliver presentations and training sessions to internal teams, MGAs, and advisors on underwriting philosophy, emerging trends, and guideline updates.

What Could Help You Succeed in This Role

We are looking for someone who has:

• A university degree (Bachelor’s) and/or 10 years of relevant underwriting experience, including a minimum of 5 years handling complex or advanced life and health insurance cases.
• ALU designation (an asset).
• FLMI designation (an asset).
• Advanced proficiency in English, as the incumbent will be required to communicate daily with English-speaking advisors, clients, reinsurers, and business partners across Canada through emails and phone calls.
• Strong knowledge of medical, financial, and non-medical underwriting principles.
• Excellent analytical and decision-making skills.
• The ability to explain and discuss complex underwriting concepts using professional expertise.
• Strong negotiation and relationship-building skills.
• A client- and advisor-focused mindset with a commitment to continuous improvement.
• Excellent communication and presentation skills.
• Strong planning, organizational, and multitasking abilities.

Why You’ll Love Working With Us

• A work environment where learning and development are combined with a shared pursuit of excellence.
• A healthy, safe, equitable, and inclusive workplace where everyone can reach their full potential.
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.
• Competitive benefits, including flexible group insurance plans, a competitive retirement savings plan, employee share purchase plan, vacation and wellness days, personal development opportunities, telemedicine services, employee and family assistance program, ergonomic equipment program, performance bonus, discounts on iA products, and much more.

The typical hiring range for this position is between 80,276 CAD and 140 000 CAD; base salary may vary depending on knowledge, skills, years of experience, and internal equity.

Location(s)

Quebec / 1080, Grande Allee West

Other Possible Location(s)

Montreal / 1981 McGill College AvenueVancouver / 988 Broadway WestToronto / 26 Wellington Street East

Company

iA Financial Group

Posting End Date

2026-10-28

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.