3 Insurance Consultant jobs in Alberta
Senior Insurance Advisor
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Edmonton Regional, AB, 17203 103 Ave NW #100, Edmonton, Alberta, Canada • Edmonton, AB, Canada Req #3762
Friday, February 14, 2025
We're searching for a Senior Insurance Advisor . Are you searching for new possibilities?
Westland Insurance Group is growing and has an exciting opportunity for a Senior Insurance Advisor for our Edmonton Regional office located in Edmonton, AB. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience.
Discover what's possible, with Westland.
The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.
As a Senior Insurance Advisor , you promote and educate clients on insurance products, take ownership of client relationships and help us grow our presence and profile in the local community. You'll also manage more complex insurance case s and help team members reach their potential.
Interested in learning more?
Why you'll love Westland:
• An open, flexible and welcoming workplace
• Plenty of opportunities to grow and learn
• Autonomy to own your own success
• Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of background
• Total rewards program that takes care of your financial, physical, and mental health
• Flexible paid Commemorative Days to celebrate days important to you
• Amplifying Communities, a program to support causes that matter most to our employees
Why we'll love You:
• Laser-focused, you have a track record of achieving sales targets
• Building authentic client relationships comes naturally to you
• Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion
• At least two to three years of industry experience
• Insurance broker level 2 license and working towards CAIB/CIP (financial support provided!)
Once here, you'll:
• Work with clients to uncover complex business challenges, identifying their needs and providing recommendations based on your knowledge of underwriting principles
• Share your expertise and knowledge as you coach and mentor junior team members
Want to get to know each other better? Send your resume our way.
You belong here
We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.
At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.
If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at
Other details
- Job Family Active Jobs and Positions
- Pay Type Salary
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- Edmonton Regional, AB, 17203 103 Ave NW #100, Edmonton, Alberta, Canada
- Edmonton, AB, Canada
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Manager, Financial Planning & Analysis
Posted today
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Job Description
Work. Wonders.
Get inspired - Adjust Your Altitude in Alberta, Canada come and be a part of this amazing organization.
At Travel Alberta, we are redefining what it means to be a tourism and economic development leader in Canada. As the provincial destination management organization, we’ve embraced an ambitious goal: doubling Alberta’s tourism sector to $25 billion in annual visitor spending by 2035. This bold vision reflects our commitment to transforming Alberta into a premier destination for both visitors and investors, driving sustainable economic growth while creating unforgettable itineraries and experiences that showcase our breathtaking landscapes, vibrant cities, and rich cultural heritage.
Position Summary
Reporting to the Director of Finance, our Manager, Financial Planning & Analysis leads Travel Alberta’s financial planning and analysis function, including budgeting, forecasting, and financial insight generation. This position is responsible for delivering accurate forecasts, building financial models, and providing meaningful analysis to support strategic decision-making.
Our manager oversees the annual budget cycle and rolling forecasts, ensuring alignment with organizational goals and enhancing the accuracy and efficiency of financial planning. By analyzing financial trends and performance metrics, the Manager offers clear, actionable insights that inform executive decisions and support the achievement of key business objectives.
In partnership with internal stakeholders, our manager champions process improvement initiatives, applies strong accounting knowledge to strengthen financial practices, and ensures the organization’s financial planning aligns with its long-term strategic direction.
Leadership and Collaboration
Our Manager, Financial Planning & Analysis demonstrates strong people leadership by fostering a high-performance culture built on trust, accountability, and collaboration. This role demonstrates leadership by fostering strong relationships across the Finance team and with internal business partners. Through collaboration, influence, and clear communication, the manager creates a supportive environment where team members are empowered to grow, take initiative, and deliver exceptional results.
Key Responsibilities
Budgeting, Forecasting, and Financial Planning:
Manage the annual budgeting, forecasting, and long-range financial planning processes.
Lead budgeting and forecasting activities that align with organizational goals and priorities.
Provide training and support to internal teams on financial planning practices, fostering a culture of continuous improvement.
Ensure complex projects are adequately funded and monitored throughout execution.
Translate strategic objectives into actionable financial plans that support sustainable growth.
Financial Modelling and Decision Support:
Lead the financial performance analysis process, including insight generation and management reporting.
Prepare and present detailed financial reports to senior management and internal stakeholders.
Support effective financial administration and ensure compliance with funding requirements and grant utilization.
Promote transparency and accountability through timely, accurate, and meaningful financial reporting.
Financial Governance for Project Delivery:
Oversee key vendor relationships and financial administration to ensure alignment with project scopes, timelines, and contractual obligations.
Monitor and track total project costs against approved budgets and actual spend to date, enabling accurate variance analysis and proactive financial reporting.
Collaborate with cross-functional teams to maintain financial integrity of project scopes, ensuring detailed cost tracking and compliance with internal controls.
Grant Financial Management and Compliance:
Oversee financial administration of grants, ensuring alignment with funding agreements, approved budgets, and organizational policies.
Review grant expenditure tracking and financial reports prepared by team, assessing accuracy and working with internal stakeholders to resolve discrepancies to ensure compliance.
Coordinate with program and finance teams to ensure compliance with grant terms, proper allocation of funds, and audit readiness.
Process Improvement and Systems Enhancement:
Automate and streamline financial processes to enhance efficiency and accuracy.
Refine workflows to align with organizational goals and industry best practices.
Eliminate unnecessary administrative tasks to simplify procedures.
Enhance reporting tools and systems to support better decision-making.
Maintain and regularly update documentation for financial processes and tools.
Support strategic vendor relationships through consistent financial management practices.
Foster continuous improvement and learning through updated systems and tools.
Stakeholder Engagement:
Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
Partner with tourism investment program managers and business units to streamline financial procedures.
Promote a collaborative environment that supports effective communication, problem-solving, and knowledge sharing.
Engage with internal stakeholders to support financial literacy and foster alignment across departments.
Education, Skills, Experience & Qualifications
Education:
Bachelor's degree in Accounting, Economics, Finance or a related discipline.
Certifications:
CPA or CFA qualification required.
MBA is considered an asset.
Experience:
Minimum 5 years of experience in financial planning and analysis.
At least 2 years of experience in a leadership role.
Experience in financial planning and performance monitoring for complex projects.
Technical Skills:
Experience and an understanding of financial management software (e.g., MS Dynamics, NAV, SAP, QuickBooks).
Advanced knowledge of Microsoft Excel and MS Office 365.
Expert financial modeling and analytical skills.
In-depth knowledge of accounting principles, financial performance analysis, and management reporting.
Strategic and Analytical Skills:
Ability to align financial planning, budgeting, and forecasting with Travel Alberta’s strategic objectives.
Experience analyzing financial data to identify trends, risks, and growth opportunities that inform long-term decision-making.
Skilled at translating complex financial information into actionable insights for senior leadership.
Demonstrated capability to support organizational goals through effective resource allocation and financial scenario planning.
Strong understanding of the business environment and its impact on financial performance and planning.
Communication Skills:
Exceptional communication and presentation skills.
Able to effectively communicate financial information to non-technical stakeholders.
Effective communicator with the ability to present complex financial data in clear and compelling ways while communicating financial matters effectively to senior leadership and external stakeholders.
Collaborative, with strong interpersonal skills and a consultative approach to stakeholder engagement.
Workplace Effectiveness:
Excellent organizational skills and the ability to meet deadlines.
Must be able to adapt quickly and operate effectively within new and challenging environments.
Strong attention to detail and problem-solving abilities.
Results-driven mindset focused on achieving performance goals.
*We kindly thank all agency partners, we will NOT require support to fill this role. We kindly request no phone calls nor emails*
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Financial Planning, Sales and Development Lead
Posted today
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Job Description
TITLE: Financial Planning, Sales and Development Lead
LOCATION: Calgary, AB
REPORTING: VP Sales
JOB PURPOSE: Why does this role exist?
The Financial Planning, Sales and Development Lead is responsible for training and development of
firm’s Integrated Advisory partners. This role is also responsible for the development and
implementation of our organizational training strategy and assesses its outcomes. The Lead will identify
training and developmental needs and drive suitable training initiatives that build loyalty to the firm. The
role will work across many departments within our Integrated Advisory partners to get employees up
to speed in delivering an exceptional client experience. This position reports to the VP Sales.
KEY ACCOUNTABILITIES:
• Promotes a culture of compliance throughout the firm.
• Designs and develops overall or individualized training and development plans, and presentations that address the needs and expectations of our Integrated Advisory partners.
• Conducts effective orientation sessions; deploys a wide variety of training methods and elicits feedback.
• Contributes to the quality of training designed to enhance employees’ skills, performance, productivity and quality of work.
• Participates in implementation strategy discussions regarding training and firm’s onboarding objectives.
• Provides opportunities for ongoing development of training tools and materials.
• Resolves any specific problems and tailors training programs as necessary.
• Maintains a keen understanding of training trends, developments and best practices and revises programs as necessary in order to adapt to changes occurring in the industry.
• Understands e-learning techniques, and where relevant, is responsible for the creation and/or delivery of e-learning packages.
CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
other regulatory bodies.
• Plans, develops and implements training programs using methods such as classroom training,
demonstrations, on-the-job training, meetings, conferences, and workshops.
• Leverages technology available to deliver training programs.
• Evaluates effectiveness of training programs, providing recommendations for improvement.
• Develops and organizes training manuals, multimedia visual aids, and other educational
materials.
• Identifies and assesses future and current training needs for firm's employees and our
Integrated Advisory partners.
CLIENT MANAGEMENT
• Works effectively with people at all levels, motivates others and encourages positive changes in
people's attitudes when necessary.
• Focuses on delivering a first-class client experience; committed to following up to assure the
successful implementation of training objectives.
• Assures data within the CRM is current and accurate; runs reports as required.
LEADERSHIP AND TEAM DEVELOPMENT
• Confers with leadership and conducts surveys to identify training needs based on projected
production processes, changes, and other factors.
• Researches new technologies and methodologies in workplace learning and makes
recommendations as appropriate.
• Fosters an atmosphere of teamwork and cohesiveness.
FINANCIAL & BUSINESS PERFORMANCE
• Monitors, evaluates and reports on training program’s budget, effectiveness, and success.
• Considers the costs of planned programs assessing the return on investment of any training or
development program.
FUNCTIONAL COMPETENCIES
• Familiarity with traditional and modern training methods (mentoring, coaching, on-the-job or
in classroom training, e-learning, workshops, simulations etc.).
• Demonstrated ability to flourish in environments of significant change. Open to feedback and
ongoing process improvement.
• Superior interpersonal skills and with proven ability as a relationship builder in person and
remotely by phone or Skype.
• Effective verbal and written communication skills; strong presentation skills (remote and inperson)
• Problem-solving and negotiation skills; effective time management to meet deadlines.
• Ability to plan, multi-task and manage time effectively.
• Strong writing and documentation skills for reports and training manuals.
QUALIFICATIONS
• Minimum undergraduate degree in a business-related program
• Minimum of five (5) years experience in training and development roles
• CFP Designation required
• Previous investment and/or insurance experience considered an asset
• Previously experience managing a book of clients considered an asset
• Proven track record in designing and executing successful training programs
• Familiarity with Microsoft Office 365 suite considered an asset
• Strong computer and database skills
• Some travel is required
Senior Underwriting Consultant, Risk Management
Posted 5 days ago
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Job Description
As a Senior Underwriting Consultant, you'll be the driving force behind our risk management strategy, using data and insights to revolutionize our underwriting and claims operations. In a fast-paced digital landscape, you'll leverage your expertise to streamline processes and deliver quick, data-driven decisions. Your analytical prowess will ensure our practices stay ahead of emerging industry trends, continuously adapting and innovating to meet the challenges of tomorrow while aligning with company policies and regulatory standards. We are specifically seeking someone with extensive experience in claims and rescissions to enhance our capabilities in these areas.
**Position Responsibilities:**
**Risk Management Dynamo**
+ Review and audit underwriting decisions, processes and tools to ensure compliance with our high-quality standards.
+ Review inforce policies for potential rescission by assessing the impact of new information on underwriting decisions.
+ Monitor application and claims trends and respond proactively to potential risks.
+ Support legal teams with expert insights on cases in litigation.
+ Drive innovation by recommending new risk management strategies and controls.
**Insightful Reporting & Analysis**
+ Track and analyze key risk indicators to inform strategic decisions.
+ Deliver comprehensive reports for senior leaders and external partners.
+ Harness data to evolve our risk management programs continuously.
**Continuous Improvement Enthusiast**
+ Deliver educational programs and research to elevate underwriting expertise.
+ Partner with analytics teams to integrate cutting-edge insights into risk management practices.
**Leadership & Teamwork Champion**
+ Lead risk management programs and mentor emerging talent.
+ Partner with cross-functional teams-Sales, Compliance, Legal-to foster high-performing collaboration and strengthen our underwriting risk management function.
+ Build and nurture relationships with key stakeholders, including reinsurers.
**Required Qualifications:**
+ 7+ years of underwriting experience with high approval authority.
+ A deep understanding of individual insurance products and operations.
+ Advanced skills in MS Office (Excel, PowerBI, PowerPoint) with a passion for continuous learning.
+ Strong organizational, communication, and interpersonal skills.
+ A growth mindset and adaptability in a dynamic environment.
+ Expertise in medical science and its impact on mortality and morbidity.
+ Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
**When you join our team:**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Referenced Salary Location**
Canadá, Remoto a tiempo completo
**Modalidades de Trabajo**
Remoto
**Salary range is expected to be between**
$76,950.00 CAD - $138,510.00 CAD
Si se está postulando para este puesto fuera de la ubicación principal, póngase en contacto con para conocer el rango salarial de su ubicación. El salario real variará según las condiciones locales del mercado, la geografía y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educación/capacitación. Los empleados también tienen la oportunidad de participar en programas de incentivos y obtener una compensación de incentivos vinculada al desempeño comercial e individual.
Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.
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