Join Canada Life as a Senior Case Consultant, specializing in complex life insurance and sales strategies. Make an impact by supporting high-net-worth clients and driving business growth.

With more than seven years’ experience in the financial services industry, you will provide invaluable insights to advisors while modeling intricate life insurance strategies. Your role will involve simplifying complex recommendations and ensuring high-quality deliverables for clients. This position requires robust relationship-building skills and a solid understanding of product mechanics.

Key Responsibilities:
• Assist advisors with life insurance planning complexities
• Drive new business through advanced strategic insights




• Develop and produce materials tailored to client needs
• Simplify technical concepts for diverse audiences
• Collaborate with advisors to create effective business solutions

Requirements:
• 7+ years in financial or insurance services
• Comprehensive knowledge of life insurance product mechanics
• Strong leadership and collaborative skills
• Valid financial services credentials like CFP or CLU
• Willingness to travel as needed

Utilize your expertise at Canada Life to guide affluent clients and enhance their financial security.
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📌 Senior Case Consultant with Canada Life (Alberta)
🏢 Canada Life
📍 Alberta