Bilingual Director, Advanced Underwriting - Mentorship

Sun Life Financial, Inc.

$110K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10-15 years of experience as an Individual Life Underwriter
  • Bachelor's degree or equivalent
  • Specialized training with ALU certificate; ongoing education towards FALU and FLMI designations
  • Exceptional analytical, judgment, problem-solving, and decision-making skills
  • Bilingual in French and English, both oral and written

Responsibilities

  • Analyze insurance applications and evidence of insurability
  • Apply holistic underwriting expertise to make competitive decisions
  • Negotiate decisions with reinsurers based on treaties and internal rules
  • Communicate decisions effectively to advisors and clients' physicians
  • Build strong relationships with business leaders and distribution teams
  • Identify improvement opportunities and recommend solutions
  • Mentor and assist team members in career advancement

Benefits

  • Hybrid work environment combining office collaboration with work-from-home flexibility
  • Flexible benefits from day one to meet personal and family needs
  • Stock ownership program with company matching opportunities
  • Annual bonus based on company and individual performance
  • Generous vacation policy, including 5 care days and 10 illness days
  • Sabbatical program offering up to 6 weeks off every 5 years
  • Investment in not-for-profit causes of personal significance
  • Maternity/Paternity top-up program
Full Job Description

Job Description:

Location: Hybrid, Work from Home

As a Director, Advanced Underwriting - Mentorship, you’ll be joining one of Canada’s top insurers. We’re known for not only our strength in the market, but our commitment to our people. Underwriting goes beyond risk assessments here. We’re focused on making thoughtful, well-informed decisions that provide financial security to Canadians and their loved ones.

By joining Sun Life, you become part of a high-performing team, led by passionate professionals with extensive experience in the field, industry knowledge, and a passion for mentorship. Our continuous learning pathways and skills development opportunities ensure endless growth for you as you advance in your career.

This role will be reporting to our Chief Underwriter and Claims Risk Officer. We’re looking for an experienced underwriter with a passion for mentoring others and expertise in ultra-high net worth cases (>$25M). You’ll partner with specialized case managers, advisors, reinsurance partners, and business leaders to assess medical, personal, and financial risk up to $200 million. A commitment to Client-first, proactive communication and partnership with our advisors and distribution team are critical aspects to this role.

What will you do?

  • Analyze insurance applications and evidence of insurability
  • Apply holistic underwriting expertise in all areas of underwriting (including medical, financial and lifestyle factors) to make sound and competitive underwriting decisions
  • Negotiate decisions with our reinsurers, in accordance with reinsurance treaties and internal rules
  • Effectively communicate and explain decisions to advisors and/or Clients’ physicians, as required
  • Build strong relationships with business leaders, distribution teams, and advisors while delivering exceptional service and expertise
  • Identify continuous improvement opportunities and bring forward recommendations for solutions
  • Contribute to a positive environment through teamwork, a spirit of innovation, and professional development
  • Attend and contribute to regular HNW case reviews to share knowledge and support team development
  • Mentor and help employees reach the next levels in their careers

What do you need to succeed?

  • Decision Making Authority >$10,000,000 for Life and $1,000,000 of Critical Illness
  • Exceptional analytical, judgement, problem-solving and decision-making skills
  • Client and results focused, with proactive service orientation to support our business goals
  • Ability to influence and negotiate
  • Strong knowledge of medical and financial risk factors
  • The ability to work in a fast-paced environment, meet tight deadlines, and balance completing priorities
  • Interpersonal skills to work collaboratively with our internal and external partners
  • Strong attention to detail and accuracy
  • Ability to work independently and eager to take on responsibility
  • 10-15 years of experience as an Individual Life Underwriter
  • Bachelor's degree or equivalent
  • Specialized training: ALU certificate and commitment to ongoing education with a goal of attaining the Fellow, Academy of Life Underwriting (FALU) and Fellow, Life Management Institute (FLMI) designations
  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide

Other Details

  • Some travel and representation at industry and sales events is required

What can we offer you?

Joining our team at Sun Life means you can expect:

  • A hybrid working environment, giving you the best parts of in-office collaboration and work from home flexibility
  • Flexible Benefits from the day you join, meeting the needs of you and your loved ones
  • Our stock ownership program and pension plan give you the chance to invest in Sun Life with company matching opportunities
  • An annual bonus based on company and individual performance
  • Paid vacation based on experience, 5 care days available for self-care or care of others (e.g. family or others you may support) and 10 personal illness days to support your well-being
  • Our unique sabbatical program gives you the opportunity to take up to 6 weeks off, every 5 years
  • Investment in not-for-profit organizations that are important to you
  • Maternity/Paternity top-up program so you can focus on your growing family


The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

110,000/110 000 - 180,000/180 000

Job Category:

Underwriting - Individual

Posting End Date:

04/09/2026

More Jobs at Sun Life Financial, Inc.

More Finance & Insurance Jobs

Find similar Bilingual Director, Advanced Underwriting - Mentorship jobs: