To Apply for this Job Click HereABOUT THE CLIENTOur client is a growing, specialized life insurance advisory firm focused on advanced tax and estate planning solutions for high-net-worth individuals, business owners, and real estate families. They operate as part of a broader national brokerage platform and are known for delivering tailored strategies around succession planning, wealth transfer, and complex ownership structures. Due to significant growth and an expanding pipeline of high-value cases, the team is looking to add a senior-level hire to support execution across complex files.ABOUT THE ROLEThis is a senior, execution-focused position supporting complex life insurance and estate planning cases from strategy through to implementation. The role sits at the centre of the advisory process, working closely with senior leadership to manage case flow, coordinate multiple stakeholders, and ensure high‑quality, timely execution. It is well suited to someone with strong technical experience who prefers an operational and problem‑solving role over a purely sales‑driven environment.RESPONSIBILITIESCase Management & ExecutionOversee end‑to‑end management of complex high‑net‑worth client filesCoordinate with clients, advisors, accountants, lawyers, and insurance carriersManage underwriting processes, including medical requirements and documentationIdentify bottlenecks and proactively drive cases forwardPlanning & Technical SupportPrepare and review insurance illustrations and planning materialsTranslate high-level strategies into structured execution plansSupport development of client-ready reports and summariesMaintain working knowledge of insurance products, structures,



and compliance requirementsOperational & Process ImprovementEnsure accuracy and completeness of documentation and underwriting filesImprove workflows and standardise internal processesTrack pipeline activity and provide updates to leadershipConduct internal audits following policy placementTeam & Platform SupportSupport senior leadership by taking ownership of day-to-day case managementLiaise with carriers to ensure timely updates and case progressionMaintain data integrity across internal systems and CRM platformsMarketing & Content SupportAssist in developing client-facing materials, case studies, and presentationsTranslate complex planning strategies into clear, digestible contentSupport internal knowledge sharing and documentationREQUIREMENTSMust‑Haves5–10+ years of experience in life insurance (underwriting, case management, or advisory)Strong technical knowledge of underwriting, including medical requirements and carrier processesExperience working with high-net-worth clients and complex casesExcellent communication skills with the ability to engage senior stakeholders (e.G., CFOs, family offices)Highly organised with strong attention to detail and ability to manage multiple prioritiesComfortable working on‑site in a collaborative, fast‑paced environmentNice to HaveLife insurance license (LLQP)Experience with brokerage management and CRM systems (e.G., EPIC, HubSpot)Background with major carriers or financial institutionsExposure to large policy structures and financial leveraging strategiesCOMPENSATIONBase Salary: $80,000 – $100,000Bonus: Discretionary annual bonusCommission: Small component tied to select policiesBenefits: Comprehensive health, dental, and retirement offeringsVacation: Flexible/unlimited policy (typically ~3–4 weeks)Additional Perks: Robust office culture, collaborative environment, and long-term growth opportunitiesApplicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.To Apply for this Job Click Here#J-18808-Ljbffr

📌 Senior Manager, Case Strategy & Planning Operations - C$80,000 - C$100,000 A Year (Toronto)
🏢 David Aplin Recruiting
📍 Toronto