Financial Underwriting Analyst

18 hours ago

Vancouver, Canada Stalwart Full time

**About Stalwart**

Stalwart is an Alberta-based insurance business founded and operated by highly experienced executives with over 30 years in the Canadian insurance industry. Stalwart is committed to helping Canadians plan for their financial future in any state of the world, and intends on becoming one of Canada’s leading life insurance agencies by leveraging an innovative, technology-enabled approach and the collective expertise of its principals.

Stalwart values entrepreneurship and excellence, and is committed to rapid execution on its ambitious plans for growth.

**Summary**

This position is a rewarding and fulfilling opportunity for a self-motivated, diligent individual to have a meaningful impact on the trajectory of Stalwart as it becomes a leading Canadian insurance business.

Your role will include:

- Completing a needs analysis for high-net-worth applicants to ensure the desired coverage is obtained
- Build processes to improve workflow efficiencies
- Work effectively within the underwriting team towards a common goal of securing the appropriate insurance coverage for clients.

**Required Skills or Experience**
- Completed or in progress CPA or CFA designation
- Excellent time management and organizational skills
- Excellent verbal and written communication skills
- Excellent attention to detail
- A self-starter with problem-solving initiative and an ability to learn quickly
- Committed to producing meticulous, accurate, and thorough work product
- Professional experience in finance and/or accounting
- Significant experience with the Microsoft Office suite

**Nice to Have Skills or Experience**
- Experience within the Canadian insurance market
- Experience in the Estate Planning field
- Experience with underwriting

**Salary and Benefits**
- Competitive base salary
- Extended health benefits plan

**Position Type**
- Permanent, Full-Time
- Location: [Calgary or Vancouver, with option to work remote]
- Start Date: [As soon as possible]

**Salary**: $70,000.00-$80,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Dental care
- Discounted or free food
- Employee stock purchase plan
- Extended health care
- On-site gym
- Paid time off
- Tuition reimbursement

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday
- Weekend availability

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- VANCOUVER, BC: reliably commute or plan to relocate before starting work (required)

**Experience**:

- underwriting: 1 year (preferred)

Work Location: Hybrid remote in VANCOUVER, BC

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