Teams at iA Financial Group

The Senior Consultant will manage complex underwriting cases, provide expert consultation to advisors, and ensure timely communication with carriers. Responsibilities include reviewing applications, addressing underwriting queries, and collaborating on strategic marketing initiatives.

Leads regional business operations across Alberta, overseeing new business, policy service, and office coordination teams. Responsibilities include workforce planning, recruiting, performance management, coaching, workflow and service-level oversight, audit controls, escalation resolution, process improvement, change leadership, reporting, and collaboration with sales and national operations leaders. The role requires regular regional and national travel and extensive life insurance industry experience.