SummaryWe are looking for a Generalist to join our Calgary office. This is a dynamic role supporting senior insurance and finance staff and the executive team across client engagements, business initiatives, research, documentation, and day-to-day operations.The Generalist will work across a variety of projects and will be expected to quickly understand new subject matter, research unfamiliar topics, review financial and corporate client information, prepare high-quality written and presentation materials for external insurance clients, and coordinate commercial projects through to completion. The Generalist will also provide support to the broader operations/administrative team as required.ResponsibilitiesYour responsibilities will include, but will not be limited to:Conduct research on companies, industries, financial planning, and other business topics to support client engagements and internal initiativesAssist the insurance team in preparing insurance memorandums and financial analysis for external distributionAssist with insurance applications, renewals, policy changes, underwriting requirements, and other aspects of client-file executionPrepare pitch decks and other presentation materials for a variety of projects and initiativesAssist on the creation of custom financial models and analysis in ExcelEffectively communicate with lenders, insurance companies, and legal counsel, and coordinate information between those parties when necessaryManage multiple projects and workstreams, ensuring deliverables are completed accurately and on timeAnalyze operational data, track key performance indicators, and prepare information to support management decision-makingIdentify opportunities to improve processes,



automate workflows, and enhance operational efficiency on both commercial and operational/administrative mattersRequired Skills and ExperienceExcellent verbal and written communication skills to engage with clients and team membersStrong research skills and the ability to independently gather, assess, and synthesize information from multiple sourcesExceptional attention to detail and a strong commitment to accuracy and consistencyStrong organizational and project-management skills, with the ability to manage multiple priorities and deadlinesA proactive and resourceful approach to work, with the ability to identify issues, investigate potential solutions, and move assignments forward with limited directionAbility and willingness to learn quickly, take on new responsibilities, and work across a broad range of business functionsPrevious experience in financial services, accounting, corporate finance, consulting, insurance, professional services, or another analytical business environment is considered an assetStrong Microsoft Office skills, including Excel and PowerPointSalary and BenefitsSalary: $90,000 - $105,000 per year, commensurate with experience, plus bonus.Advantages: Extended health benefits plan.Position TypeNature: Permanent, full-time, in-personTime Commitment: 40 hours per week, with occasional overtime requiredStart Date: ImmediatePlease note:Candidates must be currently authorised to work in Canada.We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

📌 Generalist (Calgary)
🏢 FIC
📍 Calgary