Senior Insurance Solutions & Financial Modeling Analyst

Family Innovation Corp. (“FIC”) is a multi-family office providing multiple services, including estate planning, risk management, financial counsel, trusteeship, investment advice, and other services.

We value strong relationships, sound advice, attention to detail, and a commitment to delivering high-quality work that supports the growth and success of the group.

We are seeking a highly analytical and technically skilled professional to join our team as a Senior Insurance Solutions & Financial Modeling Analyst. This unique role combines elements of financial analysis, insurance product expertise, actuarial modeling, and strategic solution development.

Working closely with Sales, Underwriting, Operations, and Leadership, you will design and evaluate customized life insurance strategies for high-net-worth individuals, incorporated professionals, entrepreneurs, and business owners. You will be responsible for building sophisticated financial models, analyzing insurance product performance, developing innovative insurance-based planning solutions, and serving as an internal subject matter expert on life insurance products and carrier offerings.

The ideal candidate possesses a strong understanding of Canadian life insurance products, financial modeling, taxation concepts, and insurance illustration software. Candidates with CPA, actuarial, pricing, valuation, or insurance product development experience will be highly regarded.

Your role will include:

• Develop complex financial and insurance-based models to evaluate and compare life insurance strategies and product structures.
• Build customized illustrations, projections, and case analyses to support advanced client planning initiatives.
• Analyze policy performance under various scenarios, assumptions, and economic environments.
• Develop and maintain model assumptions, valuation methodologies, and sensitivity analyses.
• Create reporting tools, dashboards, and analytical frameworks to support strategic decision‑making.

• Serve as an internal subject matter expert on life insurance products, policy structures, and carrier offerings.
• Assess and compare competing insurance solutions across multiple insurers.
• Support the evaluation of new product launches, market trends, and carrier changes.
• Assist in the development of innovative insurance-based planning strategies for affluent and business‑owner clients.

• Collaborate with Sales and Operations teams to develop customized client solutions.
• Conduct research on insurance products, taxation, and advanced planning concepts.
• Participate in the creation of new insurance structures and proprietary planning strategies.
• Evaluate existing solutions to identify opportunities for improvement and innovation.

• Review existing insurance portfolios and provide recommendations regarding policy performance and optimization opportunities.
• Analyze in‑force policies against original projections and objectives.
• Provide technical support related to policy mechanics, funding structures, and carrier‑specific features.

• Ensure modeling methodologies are accurate, reasonable, and consistently applied.
• Maintain documentation supporting modeling assumptions and analytical outputs.
• Support compliance with applicable insurance, accounting, and actuarial standards where appropriate.
• Assist with carrier due diligence and product governance initiatives.

• Bachelor’s degree in finance, Accounting, Mathematics, Statistics, Actuarial Science, Economics, or a related field.
• Strong understanding of Canadian life insurance products and policy structures.
• Advanced financial modeling and analytical…