Top Tech Jobs & Startup Jobs in Toronto

The Senior Consultant will manage complex underwriting cases, provide expert consultation to advisors, and ensure timely communication with carriers. Responsibilities include reviewing applications, addressing underwriting queries, and collaborating on strategic marketing initiatives.

Lead annual budgeting, forecasts, and long-term planning; build and maintain financial models and scenario analyses; monitor performance and provide variance analysis; support strategic initiatives and business cases; act as FP&A partner to business leaders; drive process improvement, automation and AI-enabled reporting; ensure governance and alignment with Corporate Accounting and Fund Governance.

Lead and maintain the Business Conduct & Tier 1 Surveillance Program across registered branches in Canada. Manage a team of senior and branch managers, oversee compliance reporting, product due diligence, regulatory inquiries, branch visit program, policy updates, training, and act as subject-matter expert for firm initiatives and compliance communications.

Provide personalized wealth planning, investment advice, and insurance recommendations to clients nationwide via virtual channels. Build and grow client relationships, execute trades, ensure compliance, maintain accurate client records, and collaborate with partners to drive business growth.

Promote iA Living Benefits to independent financial advisors by developing provincial marketing plans, delivering individual and group training, generating new business, building MGA and advisor relationships, collaborating with sales teams, responding to inquiries, and representing the company at conferences and industry events.