About Us
As 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 Us
As 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 Title
Senior Case Coordinator
Position Overview
The 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 effective, 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 Responsibilities





Under direction from the EIA, gathers and submits required documents for underwriting, such as medicals, motor vehicle reports and attending physician statements as required

Track applications and follow up with insurers, advisors, and clients as needed

Prepares policies for delivery to clients

Provides ongoing policy servicing support to clients, which includes but is not limited to payment reminders, past due notices, and NSF’s

Process policy changes such as PAC (pre-authorized checking) updates, beneficiary changes, ownership forms, address changes, and claims

Responds to inquiries from EIAs, advisors, clients, insurers , accountants, and lawyers respecting confidentiality agreements

Manages and tracks upcoming policy term renewals including running illustrations and coordinating timely renewal process

Maintains and updates client and policy information within the back-office systems on an ongoing basis

Ensures all electronic and physical files are complete, accurate, and compliant with the internal policies and regulatory requirements

Assists in the financial settlement of policies and the reconciliation of policy commissions

Qualifications





3-5+ years in insurance administration or case coordination

Strong knowledge of life insurance products, sales, and policy service processes

Previous customer service training

Attention to detail and accuracy, along with strong organizational skills

Ability to work independently and as part of a team

Experience with back-office administration system

Competence in Microsoft Office applications

This role requires 2 days in the office presence

Education

University or college degree

LLQP 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 Apply
Our firm is only as positive 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 innovative, 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.

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📌 Sr Case Coordinator (Quebec City)
🏢 Richardson Wealth
📍 Quebec City