About UsAs a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.About UsAs a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.Position TitleSenior Case CoordinatorPosition OverviewThe Senior Case Coordinator is responsible for managing the insurance case lifecycle, from application intake through underwriting, policy delivery, and ongoing client servicing. They work closely with Estate & Insurance Advisors (EIAs), to ensure efficient, accurate, and timely case management. The successful candidate will play a key role in delivering a high standard of client service while supporting complex insurance cases and maintaining strong relationships across internal and external partners.This is an existing vacancy.In addition, they help with ongoing client needs, policy maintenance, and renewal management, contributing to a smooth and positive experience.Duties And ResponsibilitiesUnder direction from the EIA, gathers and submits required documents for underwriting, such as medicals, motor vehicle reports and attending physician statements as requiredTrack applications and follow up with insurers, advisors, and clients as neededPrepares policies for delivery to clientsProvides ongoing policy servicing support to clients, which includes but is not limited to payment reminders, past due notices, and NSF'sProcess policy changes such as PAC (pre-authorized checking) updates,



beneficiary changes, ownership forms, address changes, and claimsResponds to inquiries from EIAs, advisors, clients, insurers, accountants, and lawyers respecting confidentiality agreementsManages and tracks upcoming policy term renewals including running illustrations and coordinating timely renewal processMaintains and updates client and policy information within the back-office systems on an ongoing basisEnsures all electronic and physical files are complete, accurate, and compliant with the internal policies and regulatory requirementsAssists in the financial settlement of policies and the reconciliation of policy commissionsQualifications3-5+ years in insurance administration or case coordinationStrong knowledge of life insurance products, sales, and policy service processesPrevious customer service trainingAttention to detail and accuracy, along with strong organizational skillsAbility to work independently and as part of a teamExperience with back-office administration systemCompetence in Microsoft Office applicationsThis role requires 2 days in the office presenceEducationUniversity or college degreeLLQP Life License – Quebec license required, multi-province licensing across Canada considered an asset. Alternatively, willingness to obtain multiple licenses across Canada is considered an asset.Why ApplyOur firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you creative, self-driven, and client-centric? If so, we're ready to invest in you.Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

📌 Sr Case Coordinator (Montreal)
🏢 Richardson Wealth
📍 Montreal