Case Management Consultant

Posted Yesterday
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Montréal, QC, CAN
In-Office
58K-93K Annually
Mid level
Fintech • Payments • Financial Services
The Role
Coach disability case managers, improve team performance, manage workloads and difficult cases, support department workflows, identify process improvements, report emerging trends, and facilitate regional training. The role requires disability case management experience, bilingual French and English communication, analytical and organizational skills, empathy, negotiation, and a commitment to quality service.
Summary Generated by Built In

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.


At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.


When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.


Discover how you can make a difference in the lives of individuals, families and communities around the world.


Job Description:

Are you interested in contributing to the health of Canadians? At Sun Life, we believe health is a significant determinant of success for both organizations and individuals; the two are intimately and materially linked.  If you are interested in playing a proactive and positive role in this pursuit, we want you to join our company. Are you well-organized, service oriented, experienced in disability management, skilled in coaching or adult education and able to demonstrate empathy?  Are you able to see the big picture, along with the critical detail and understand how to cultivate behaviour in your team to drive results? If so, consider applying your skills and experience to the critical position of Case Management Consultant with Group Disability at Sun Life Financial where we believe in the relentless pursuit of better health and where we support our clients and their employees in this journey.  You would be supporting our disability case managers in making a difference in our customers’ lives and in return we actively support your professional development by offering a dynamic workplace, challenging and rewarding work and opportunities to build a career! 

What will you do?

  • Coach your team in client-focused case management and achieving results.

  • Refine your assigned team skills on the appropriate utilization of tools/approaches, portfolio management, forecasting, workload prioritization with the goal of improving the overall measured team performance

  • Support staff in achieving overall office targets, workload management, difficult cases, department workflow and processes

  • Collaborate with your peers, trainers from Learning and Development and Practice Excellence, working in partnership with them to address learning and development opportunities

  • Contribute to a dynamic work environment by identifying opportunities to continuously improve processes to better meet our service excellence, quality and financial commitments to our customers.

  • Report on emerging trends so that they can be addressed and where suitable, learnings can be leveraged nationally.

  • Partner with other CMCs and trainers to facilitate training sessions within the region, where appropriate.

What do you need to succeed?

  • 3-5 years  in Disability Case Management (short and long term disability)

  • University degree or a completed college diploma. Occupational health, disability management or other health related areas are assets, but are not limited

  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

  • Analytical, organizational and problem solving skills

  • Influencing and negotiating skills

  • Knowledge of strategic interventions

  • Positive attitude with a drive to succeed and a commitment to quality service

  • listening skills and capacity for empathy

What’s in it for you?

  • Our commitment to talent development

  • Comprehensive training programs from the start of employment and ongoing coaching to set you up for success

  • Our complete benefits package starting your first day

  • Collaborative environment where you are encouraged to share your ideas

  • Sun Life Savers - Employee discounts available from a variety of partners (communications, travel, shopping, entertainment, etc.)


The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.


Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.


Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].


We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.


We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.


We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.


Salary Range:

58,000/58 000 - 93,000/93 000

Job Category:

Claims - Life & Disability

Posting End Date:

30/08/2026

Skills Required

  • 3-5 years of experience in short- and long-term disability case management
  • University degree or completed college diploma
  • Bilingual proficiency in French and English, orally and in writing
  • Analytical, organizational, and problem-solving skills
  • Influencing and negotiating skills
  • Knowledge of strategic interventions
  • Positive attitude, drive to succeed, and commitment to quality service
  • Listening skills and capacity for empathy
  • Background in occupational health, disability management, or another health-related area
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The Company
HQ: Toronto, Ontario
499 Employees

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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