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Added 8 mins ago
Administrative Coordinator
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As we expand into new markets and scale our solutions, there's never been a better time to join AOT.
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AC
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Added 2 hours ago
SI
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…role supporting senior insurance and finance staff and the executive team across client engagements, business initiatives, research, documentation, and day-to-day…
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Stalwart Insurance Group

Generalist

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 2, 2026
Posting language: English
Posted: Nov 2, 2026

Original 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 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.
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.

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More about this job

Responsibilities

Research companies, industries, and business topics; support insurance memorandums, financial analysis, applications, renewals, and policy changes. Prepare presentations and financial models, coordinate projects and external parties, analyze operational data, and identify process improvements.

Requirements

Candidates should have strong communication, research, organizational, project-management, and analytical skills, with exceptional attention to detail and the ability to work proactively across varied business functions. Experience in financial services, accounting, corporate finance, consulting, insurance, professional services, or another analytical business environment is an asset, along with strong Microsoft Office skills, especially Excel and PowerPoint.

Skills

Research
Financial Analysis
Financial Modeling
Microsoft Excel
Microsoft PowerPoint
Written Communication
Verbal Communication
Project Management
Attention To Detail
Data Analysis
Process Improvement
Workflow Automation
Insurance Administration
Client Coordination
Presentation Development
Time Management

Benefits

Extended Health Benefits

Visa sponsorship

Not detected in the job text

Keywords

Insurance Brokerage
Life Insurance
Financial Planning
Financial Analysis
Financial Modeling
Microsoft Excel
Microsoft PowerPoint
Insurance Memorandums
Insurance Applications
Policy Renewals
Policy Changes
Underwriting
Client Engagements
Company Research
Industry Research
Pitch Decks
Project Coordination
Lenders
Insurance Companies
Legal Counsel
Operational Data
Key Performance Indicators
Management Decision-Making
Process Improvement
Workflow Automation
Operational Efficiency
Project Management

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