About this Advanced Case Pricing Consultant role at iA Financial Group
Job Description
Build Your Future With Us
Are you passionate about financial underwriting and looking to contribute to an organization whose purpose is to help clients feel confident and secure about their future? As an Advanced Case Pricing Consultant, you will play a key role in the analysis and structuring of complex pricing solutions, providing strategic support to sales teams, and optimizing offers to maximize value for our clients while supporting the organization’s growth objectives.
This position offers an excellent opportunity to showcase your expertise and fully leverage your potential within a caring and trusted organization. Here, people and their development are at the heart of everything we do, creating an environment that fosters collaboration and innovation.
What You’ll Accomplish With Us
As an Advanced Case Pricing Consultant, you will be at the center of our mission. Your key responsibilities will include:
- Assess risks related to life insurance, critical illness, and disability insurance, while providing advanced financial underwriting expertise.
- Deliver high-quality underwriting assessments with a service turnaround time of less than 24 hours.
- Negotiate with reinsurers and the sales force.
- Provide consulting, support, and coaching services as a subject matter expert in financial analysis within underwriting teams.
- Share your knowledge across various departments, including monitoring and quality control activities involving agents and MGAs.
- Work closely with the Financial and Tax Solutions team to provide comprehensive service, including preliminary analysis of large-case underwriting files to generate new business, and serve as a resource for all Mid-Market underwriting-related questions.
- Deliver presentations and training sessions on Mid-Market underwriting to MGAs and advisors regarding iA’s underwriting philosophy, new guidelines, and clarification of existing rules.
What Could Help You Succeed in This Role
We are looking for someone who has:
- A university degree (Bachelor’s) and/or 10 years of relevant underwriting experience, including a minimum of 5 years as an underwriter in the Mid-Market segment.
- ALU designation (an asset).
- FLMI designation (an asset).
- Advanced proficiency in English, as the incumbent will be required to communicate daily with English-speaking clients and business partners across Canada through emails and phone calls.
- Strong financial analysis skills.
- The ability to explain and discuss complex concepts using professional expertise.
- Excellent negotiation skills.
- A strong client- and advisor-focused mindset with a commitment to continuous improvement.
- Excellent communication and presentation skills.
- Strong planning, organizational, and multitasking abilities.
Why You’ll Love Working With Us
- A work environment where learning and development are combined with a shared pursuit of excellence.
- A healthy, safe, equitable, and inclusive workplace where everyone can reach their full potential.
- The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.
- Competitive benefits, including flexible group insurance plans, a competitive retirement savings plan, employee share purchase plan, vacation and wellness days, personal development opportunities, telemedicine services, employee and family assistance program, ergonomic equipment program, performance bonus, discounts on iA products, and much more.
Apply Now and Take the Lead in Your Career
Join us and build a rewarding career where your talent truly matters.
Not Sure You Meet Every Requirement?
At iA, we believe in potential and value diverse experiences. If this role inspires you, we encourage you to apply. Your place may be with us, and we would love to get to know you!
The typical hiring range for this position is between X80 276$ and 115 371$ CAD; base salary may vary depending on knowledge, skills, years of experience, and internal equity.
Location(s)
Quebec / 1080, Grande Allee WestOther Possible Location(s)
Montreal / 1981 McGill College AvenueVancouver / 988 Broadway WestToronto / 26 Wellington Street EastCompany
iA Financial Group
Posting End Date
2026-10-01Company Overview
iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto
Our Commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.