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Corporate Office jobs in Richmond, BC

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    • Previous experience in financial services, accounting, corporate finance, consulting, insurance, professional services, or another analytical business…
    • The successful candidate’s role will support a Wealth Management team in establishing and maintaining strong client relationships.
    • Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
    • Supporting approximately 9,000 employees across Western Canada, you'll be part of a collaborative team responsible for payroll processing, compliance, and…
    • Drive operational efficiency, consistency, and service excellence across all office functions.
    • Significant leadership experience within a professional services,…
    • Advanced knowledge of Excel and proficiency in the full suite of office software.
    • Advanced knowledge of the concepts, principles, practices and techniques…
    • The successful candidate’s role will support a Wealth Management team in establishing and maintaining strong client relationships.
    • A stocked office kitchen, great coffee, and healthy snacks for all-day fuel.
    • This role is responsible for corporate accounting, payroll administration, and the…
    • Competitive Total Compensation Range: $110-$150K annually depending on experience & credentials.
    • SWP+ serves Canadian and US investors/households with generally…
    • The objective of the finance team is to accurately capture, report, and analyze financial and non-financial information to provide the business with exceptional…
    • The Advisor, Labour Relations is a key differentiator for PASS.
    • The position is accountable for ensuring employees are supported in a manner consistent with…
    • SWP+ serves Canadian and US investors/households with generally a minimum of 10M+ in investable assets (or 25M+ net worth).
    • The successful candidate’s role will support a Wealth Management team in establishing and maintaining strong client relationships.
    • Participates in corporate initiatives as requested.
    • Willingness to participate in corporate initiatives and weekend manager on duty rotation.
    • Corporate facilities by: preparing project estimates; organizing and; reviewing, administering and controlling project.
    • Related disputes and legal proceedings.
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Job Post Details

Generalist
Stalwart Insurance Group
Vancouver, BC
$90,000–$105,000 a year
Permanent, Full-time
Apply on company site

Job details

$90,000–$105,000 a year
Extended health care
Permanent, Full-time
Overtime
Vancouver, BC

Full job description

About Stalwart Insurance Brokers Ltd.

Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage with a focus on high-complexity client and business situations. We value excellence and entrepreneurial thinking, requiring staff with the capacity to solve complex, novel problems. As we continue our rapid growth, we are looking for ambitious team members who are eager to scale their skills, abilities, and relationships.

Summary

We are looking for a Generalist to join our Vancouver or Toronto office. This is a dynamic role supporting senior insurance and finance staff and the executive team across client engagements, business initiatives, research, documentation, and day-to-day operations.

The Generalist will work across a variety of projects and will be expected to quickly understand new subject matter, research unfamiliar topics, review financial and corporate client information, prepare high-quality written and presentation materials for external insurance clients, and coordinate commercial projects through to completion. The Generalist will also provide support to the broader operations/administrative team as required.

Responsibilities

Your responsibilities will include, but will not be limited to:

  • Conduct research on companies, industries, financial planning, and other business topics to support client engagements and internal initiatives
  • Assist the insurance team in preparing insurance memorandums and financial analysis for external distribution
  • Assist with insurance applications, renewals, policy changes, underwriting requirements, and other aspects of client-file execution
  • Prepare pitch decks and other presentation materials for a variety of projects and initiatives
  • Assist on the creation of custom financial models and analysis in Excel
  • Effectively communicate with lenders, insurance companies, and legal counsel, and coordinate information between those parties when necessary
  • Manage multiple projects and workstreams, ensuring deliverables are completed accurately and on time
  • Analyze operational data, track key performance indicators, and prepare information to support management decision-making
  • Identify opportunities to improve processes, automate workflows, and enhance operational efficiency on both commercial and operational/administrative matters

Required Skills and Experience

  • Excellent verbal and written communication skills to engage with clients and team members
  • Strong research skills and the ability to independently gather, assess, and synthesize information from multiple sources
  • Exceptional attention to detail and a strong commitment to accuracy and consistency
  • Strong organizational and project-management skills, with the ability to manage multiple priorities and deadlines
  • A proactive and resourceful approach to work, with the ability to identify issues, investigate potential solutions, and move assignments forward with limited direction
  • Ability and willingness to learn quickly, take on new responsibilities, and work across a broad range of business functions
  • Previous experience in financial services, accounting, corporate finance, consulting, insurance, professional services, or another analytical business environment is considered an asset
  • Strong Microsoft Office skills, including Excel and PowerPoint

Salary and Benefits

  • Salary: $90,000 - $105,000 per year, commensurate with experience, plus bonus.
  • Benefits: Extended health benefits plan.

Position Type

  • Nature: Permanent, full-time, in-person
  • Time Commitment: 40 hours per week, with occasional overtime required
  • Work Location: Toronto, ON or Vancouver, BC.
  • Start Date: Immediate

Please note: Candidates must be currently authorised to work in Canada.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pay: $90,000.00-$105,000.00 per year

Work Location: In person

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