Senior Manager, Case Strategy & Planning Operations

A growing, tax-informed insurance and estate planning advisory practice serving business owners and high-net-worth clients is looking for a Senior Manager, Case Strategy & Planning Operations. This is an execution-focused role for someone who understands the technical mechanics of life insurance and advanced planning, and who thrives in a structured, multi-stakeholder environment. If you prefer problem-solving and operational excellence over business development, this role was built for you.

Compensation

• $90,000 to $100,000 or more based on relevant candidate experience

Benefits & Perks

• Unlimited Paid Time Off
• Health & Dental Benefits coverage + Health Spending Account
• RRSP matching
• Fun and social office environment
• Opportunities to progress in a growing team

Responsibilities

• Own complex business-owner and HNW files from intake through policy placement
• Coordinate with clients, accountants, lawyers, carriers, and internal stakeholders
• Prepare, review, and compare insurance illustrations and planning materials
• Build and maintain repeatable execution processes and file readiness standards
• Manage carrier relationships to minimize timelines and keep files moving
• Provide ongoing pipeline and underwriting status reporting to senior leadership
• Serve as a systems champion, maintaining data integrity and CRM hygiene
• Support the development of client-ready planning summaries, case studies, and marketing materials
• Oversee junior support staff in maintaining documentation standards and system updates

Qualifications

• Experience in an MGA, carrier advanced planning desk, bank insurance division, or independent advisory environment
• Strong understanding of life insurance structures, corporate-owned policies, and estate planning applications
• Active LLQP insurance license or previous licensing preferred
• Exceptional organizational skills with the ability to manage multiple priorities with minimal supervision
• Strong written communication skills and attention to detail
• Professional demeanor is a must

At Aplin — together with our brands CompuStaff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.