Top Tech Jobs & Startup Jobs

Sells life insurance and wealth management solutions to bank clients while developing new relationships, managing existing accounts, generating leads, conducting presentations, and achieving sales targets. The role partners with branch teams, performs client servicing and policy reviews, facilitates payments, maintains documentation, follows KYC and compliance requirements, and handles post-sale support and referrals.

Provides life insurance and wealth management solutions to bank clients. Responsibilities include generating and managing client relationships, conducting sales calls and presentations, achieving sales targets, cross-selling financial products, completing KYC and due diligence, maintaining accounts, providing post-sale service, handling payments, and ensuring compliance with company policies and regulatory requirements.

Provides legal advice on operational matters, regulatory compliance, risk, governance, disputes, and business initiatives. Conducts legal research, monitors legislative and industry developments, drafts and reviews legal documents, supports negotiations, and advises senior counsel and cross-functional stakeholders on legal risks and requirements.

Processes federal and provincial tax transactions, policy changes, tax calculations, discrepancies, and year-end tax slips. Responds to client, advisor, and internal tax inquiries through research and analysis while meeting service-level and accuracy targets. Collaborates across teams, supports policy services, resolves operational issues, and recommends process improvements. Requires strong organization, communication, decision-making, customer service, multitasking, and adaptability skills.

Performs penetration testing and security assessments across web applications, networks, microservices, mobile applications, and operating systems. Identifies vulnerabilities through manual and automated testing, evaluates cyberattack impacts, recommends security controls and remediation, and prepares technical risk reports. Collaborates with business stakeholders and security teams while ensuring compliance with corporate and regulatory requirements.

Supports actuarial valuation, financial reporting, product pricing, data analysis, model maintenance, experience studies, forecasting, and assumption reviews. Prepares data, runs and checks models, investigates issues, reconciles results, documents processes, and communicates findings. Collaborates with Actuarial, Finance, Product, Risk, and IT teams while improving processes through Excel, VBA, AI tools, and automation. The role offers structured coaching and is suitable for new graduates or early-career quantitative professionals.

Supports the life insurance pre-sale process by providing product information, case design, illustrations, communications, and guidance on new business and underwriting processes. Partners with Sales and Distribution teams to support producers, customers, strategic initiatives, and sales goals. The role requires strong customer service, phone communication, problem-solving, and sales skills, along with obtaining required FINRA and state insurance licenses within specified timeframes.

Leads day-to-day print and post production operations across U.S. and Canadian Retirement, including fulfillment, imaging, vendor delivery, quality, SLAs, continuity, and compliance. Owns financial governance, budgeting, forecasting, reporting integrity, cost transparency, and expense reduction. Sets analytics and reporting strategy using Power BI and data warehouses, develops managers, strengthens controls and audit readiness, and partners with Finance, Procurement, IT, Product, and transformation teams.

Leads complex life insurance underwriting, including risk selection, classification, high-value cases, reinsurance coordination, and mortality blocks. Provides expert guidance and mentorship to underwriters, ensures decisions comply with approval limits and quality standards, and supports pricing and expense management. Collaborates with stakeholders, field personnel, and reinsurers on strategic initiatives, while monitoring regulatory changes, industry trends, and insurance planning strategies.

Prepare financial reports, dashboards, forecasts, budgets, and planning materials; analyze financial and operational data; support expense management and performance tracking; develop financial models; and drive reporting automation and process improvements while partnering with global stakeholders and senior leaders.