Insurance Analyst - Wealth Management - IW- 8609

Date of modification: September 14, 2022

Job number: IW- 8609


Job title: Insurance Analyst - Wealth Management

Location: Toronto


Our client is an innovative life insurance boutique that helps Canada’s leading business families endure by protecting, growing and transitioning their financial & human capital to the next generation. We believe these families are the backbone of Canada’s economy.

This is our “why,” our purpose. And we’re on a strong path of growth and leadership – to support these families and to ensure our own company endures long into the future.

Reporting to the VP of Insurance and Financial Modeling Services, the Insurance Analyst role encompasses multiple aspects in the daily operations including case preparation, in-force insurance management and contribution to building new insurance and financial modeling tools and reports

The Insurance Analyst will collaborate closely with an advisory team in the modeling of solutions, and the design and build of highly customized presentations to current and prospective High Net Worth clients and their family office teams.

Primary Duties

• Collaborate and coordinate closely with advisor community to create and maintain bespoke life insurance estate planning solutions based on specific client needs.

• Ongoing enhancement of existing methods to outline life insurance solutions to clients.

• Build customized financial models to incorporate life insurance strategies.

• Analyze the status of in-force insurance portfolios and prepare the advisor team for client meetings.

• Assist in the development and enhancement of insurance and financial modeling tools and reporting

• The environment is dynamic and fast-paced and rewards anticipation, self-leadership, and mature, sound judgement. The incumbent is expected to work fairly autonomously to drive tasks and duties to completion.

Skills & Experience

• 1-3 years’ experience of financial analysis in the financial services industry, e.g. at a bank, life insurance company, brokerage, accounting, tax, finance, estate planning or consulting firm

• Working knowledge of the Canadian life insurance industry and products offering

• Working knowledge of personal and corporate financial planning, including taxation

• Intermediate to advanced usage of Excel and PowerPoint

• Analytical nature - accuracy and attention to detail being critical in our line of business

• Ability to manage multiple projects simultaneously while developing and proposing solutions

 • A self-starter who can work well independently, and also able to adapt to team environment swiftly

• Post-secondary education in business, mathematics, accounting, or related discipline

 • Clear and concise writing ability to simplify technical concepts Preferred Qualifications

• In-depth understanding of life insurance products and procedures

• Experience with insurance carrier illustration software

• Enrolled or willing to enroll in CLU or CFP designation

• Other designations, such as CPA, CFA or TEP a plus for a rich understanding of personal & corporate tax

• Coding (Microsoft VBA) and big data analysis experience

Interested candidates, please contact Otis Wong at If you are working with another DGA recruiter, please feel free to ask them about this position.

Founded in 1986, DGA Careers specializes in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. DGA Careers assists qualified professionals in claims, underwriting, sales, customer service, and more, connect with the Canadian insurance industry at all levels. We endeavour to respond to each applicant in a timely manner




  • City: Toronto
  • Market segment: Banking
  • Job Type: Full-Time
  • Education: CFP, CLU, CPA, University Degree
  • Expertise: Accounting/Finance , Life Insurance , Financial Services , LTD Adjudicator
  • Minimum experience required: 1 to 2 Years