Current jobs related to Senior Underwriting Consultant, High Net Worth Opportunity - Calgary, Alberta - Sun Life


  • Calgary, Alberta, Canada Sun Life Full time

    Embark on a rewarding career as a Strategic Underwriting Expert for High Net Worth Opportunities at Sun Life.Company OverviewSun Life is a leading insurance company that prioritizes innovation, diversity, and inclusivity. Our dynamic work environment empowers employees to excel in their roles and make a meaningful impact on our clients' lives.About the...


  • Calgary, Alberta, Canada Sun Life Financial Full time

    Unlock Your Potential with Sun Life FinancialJob Overview:Sun Life Financial, a leading provider of financial services, seeks an experienced High Net Worth Underwriter to join our dynamic team. As a key member of our organization, you will play a vital role in shaping the future of our company and contributing to the success of our clients.Salary:$100,000 -...


  • Calgary, Alberta, Canada Agrawal Associates Full time

    Job OverviewAgrawal Associates, a well-established financial planning practice, is seeking a motivated and entrepreneurial individual to join our team as a High Net Worth Financial Planning Associate. This role offers an exciting opportunity to grow the business, work with private wealth management support teams, and develop skills in financial planning and...


  • Calgary, Alberta, Canada Royal Bank of Canada Full time

    Unlock Your Potential as a High Net Worth Financial AdvisorWe are seeking an exceptional individual to join our team as a High Net Worth Financial Advisor in Calgary. As a key member of our client relationship team, you will provide tailored advice and solutions to high net worth clients, supporting their financial goals and aspirations.About the RoleDeliver...


  • Calgary, Alberta, Canada Sun Life Full time

    Are you a seasoned underwriting professional looking to leverage your expertise and leadership skills in a dynamic role?Sun Life's High Net Worth Team is seeking an experienced Senior Underwriter to lead our team in creating innovative solutions for high net worth clients. As a key member of our team, you will be responsible for developing and implementing...


  • Calgary, Alberta, Canada Sun Life Full time

    At Sun Life, we strive to create a cleaner, more inclusive and sustainable future for our communities through innovative risk assessment strategies.Job OverviewSun Life's High Net Worth Team creates a remarkable new business experience through an unparalleled proactive and responsive process that supports both the advisor and their client throughout the...


  • Calgary, Alberta, Canada Agrawal Associates Full time

    As a key member of Agrawal Associates, you will play a vital role in driving business growth and expansion in the financial services industry. Located on the traditional territories of the Treaty 7 region in Southern Alberta, our team is dedicated to providing exceptional service to our clients.We offer a strong total compensation package, including bonuses...


  • Calgary, Alberta, Canada Iris Software Full time

    CAD 150,000 - 200,000 per annum is the estimated salary for this role.About EYAt EY, you'll have the opportunity to build a career as unique as you are, with global scale, support, inclusive culture, and technology to become the best version of you. Our tax professionals help multinational organizations meet complex obligations.Tax Manager ResponsibilitiesAs...

  • Tax Specialist

    3 weeks ago


    Calgary, Alberta, Canada Iris Software Full time

    About the RoleWe are seeking a seasoned Tax Specialist to join our Private Client Services (PCS) practice, focusing on advising high net worth business owners and individuals. This opportunity is ideal for a dynamic and entrepreneurially motivated individual who wishes to grow a long-term career in tax advisory services.


  • Calgary, Alberta, Canada Palisade Capital Management Ltd. Full time

    We are seeking a highly organized and motivated Wealth Management Administrative Assistant to support our team of portfolio managers in delivering exceptional client service. This is a unique opportunity to join Palisade Capital Management Ltd., a boutique investment management firm dedicated to serving high net worth families and their corporations.About...


  • Calgary, Alberta, Canada Royal Bank of Canada Full time

    Deliver trusted advice to high net worth clients with a comprehensive understanding of their financial needs.We are seeking an experienced Senior Financial Planning Consultant to join our Wealth Management Services team at Royal Bank of Canada. As a valued member of our team, you will work closely with our advisors to provide expert financial planning...


  • Calgary, Alberta, Canada Agrawal Associates Full time

    Agrawal Associates is a well-established, client-centered financial planning practice seeking a highly motivated and disciplined individual with an entrepreneurial spirit to help grow its business.As a Strategic Financial Consultant, you will have front of the line access to Private Wealth Management Support, including an Advanced Financial Planning Team,...


  • Calgary, Alberta, Canada National Bank Full time

    Job OverviewWe are seeking a highly skilled and dedicated Elite Banking Consultant to join our team at National Bank. As a key member of our Premium Banking team, you will play a vital role in providing exceptional client service and support.About the RoleIn this hybrid position, you will work closely with our team to provide administrative and customer...


  • Calgary, Alberta, Canada The Wealth Council Full time

    About The Wealth CouncilWe are a dynamic wealth management firm dedicated to delivering exceptional financial advice and results to our clients. Our team is passionate about making a real impact in the industry through a differentiated client experience.Job SummaryWe are seeking a highly motivated Senior Financial Planner to join our growing team in Calgary,...


  • Calgary, Alberta, Canada Agrawal Associates Full time

    Agrawal Associates is a well-established, client-centered financial planning practice seeking an ambitious and entrepreneurial individual to join our team as a Senior Financial Advisor.As a key member of our team, you will be responsible for providing expert support to senior consultants, reviewing and maintaining clients' investments, and implementing all...


  • Calgary, Alberta, Canada XL CATLIN Full time

    Job OverviewWe are seeking a skilled Senior Middle Market Underwriter to join our team at AXA XL, the P&C and specialty risk division of AXA.Estimated Salary Range: $80,000 - $110,000 per yearIn this role, you will be responsible for underwriting new and renewal business, achieving profitable premium and rate goals, and delivering results consistent with our...


  • Calgary, Alberta, Canada Agrawal Associates Full time

    **Company Overview:**Agrawal Associates is a well-established, client-centered financial planning practice committed to growth and development in the high net worth market.Compensation:The total compensation package includes a strong salary of $80,000 per annum, bonuses, and rewards for exceptional performance.Job Description:Support Senior Consultant:...


  • Calgary, Alberta, Canada Sauce Recruitment Corp. Full time

    Company Overview">Sauce Recruitment Corp. is a specialized recruitment agency dedicated to the insurance industry. With a focus on high-performing professionals, we help navigate careers in this exciting field.">About This Role">This position offers a unique opportunity to lead a team of 35 in Western Canada, focusing on commercial mid-market underwriting...


  • Calgary, Alberta, Canada Royal Bank of Canada Full time

    Are you a motivated and ambitious professional looking to build a successful career in financial services?We are seeking an experienced Senior Financial Advisor - Portfolio Manager to join our team at Royal Bank of Canada. As a key member of our wealth management group, you will be responsible for providing personalized financial planning and investment...


  • Calgary, Alberta, Canada Kalepa Insurance Services, LLC Full time

    About the RoleWe are seeking an experienced Senior Financial Lines Underwriter to join our team at Kalepa Insurance Services, LLC. As a key member of our underwriting department, you will play a crucial role in analyzing and underwriting new and renewal business.Key ResponsibilitiesAnalyze and underwrite new and renewal business, utilizing The Zurich Way of...

Senior Underwriting Consultant, High Net Worth Opportunity

1 month ago


Calgary, Alberta, Canada Sun Life Full time

At Sun Life, we're looking for a skilled Senior Underwriting Consultant to join our High Net Worth team. As a key member of this dynamic team, you'll play a vital role in creating a remarkable new business experience through an unparalleled proactive and responsive process.

About the Role

This is a hybrid position that offers the flexibility to work from home, providing a perfect balance between productivity and work-life harmony. You'll collaborate with an amazing client-centric team, working together to provide exceptional service to our clients.

  • You will use your expertise to train and mentor senior underwriting resources on financial and reinsurance aspects of high net worth business.
  • Complete risk assessments on larger and more complex cases with higher premium and face amounts (between $5,000,000 and $10,000,000 with ability to decline unacceptable risks).
  • Complete classification for life and critical illness, making effective use of full signing authority.
  • Apply holistic underwriting expertise in all areas of underwriting including medical, financial and lifestyle factors to make sound and competitive underwriting decisions.
Requirements

We're seeking a highly skilled professional with:

  • Bilingualism (French, English) is required for frequent interactions with colleagues or internal partners across Canada and worldwide.
  • Excellent technical underwriting skills with a minimum of 7 to 10 years underwriting experience.
  • AALU designation and working towards the FALU designation.
  • Demonstrated leadership skills and ability to support change.
About Us

Sun Life is committed to creating a caring, supportive, and inclusive culture where our employees can thrive. We offer a range of benefits, including:

  • A competitive salary of $93,000 - $128,000 per year, depending on experience.
  • A flexible work environment that supports work-life balance.
  • Ongoing training and development opportunities.
  • A commitment to diversity, equity, and inclusion.