Top Tech Jobs & Startup Jobs in Montreal

Leads advanced individual life underwriting, evaluating medical, financial, and lifestyle risks on complex, high-value applications. Negotiates decisions with reinsurers, communicates outcomes to advisors and physicians, partners with business and distribution teams, identifies process improvements, participates in high-net-worth case reviews, and mentors underwriters. The role requires substantial underwriting authority, advanced risk expertise, and collaboration across insurance stakeholders.

Provide phone- and video-based financial consultations to existing Sun Life clients, focusing on retirement savings and investment recommendations. Build long-term client relationships, uncover needs through discovery, recommend tailored solutions, manage sales activity and follow-up, and maintain up-to-date product and industry knowledge while contributing to team performance.

Build and maintain client relationships, assess financial needs, create financial plans, recommend and implement insurance and investment products, pursue ongoing training and professional designations, and engage in community networking and business development to grow a client base.