Innovative life insurance solutions for high-net worth individuals and Canadian employers.
Vancouver, British Columbia
Stalwart was founded with the goal of providing best-in-class life insurance solutions to Canadians from coast to coast, ensuring that clients and their loved ones are prepared for whatever comes next. Stalwart offers innovative wealth optimization, financial management and life insurance solutions for high-net worth individuals and Canadian employers. Our dedicated team of professionals consistently deliver robust, bespoke analysis to optimize insurance, estate, and financial planning for our clients. We pride ourselves on offering value that transcends generations.
On-site · Vancouver
Provide day-to-day administrative support to senior leadership, including calendar and inbox management, meeting and travel coordination, and preparation of business documents. Maintain electronic records, assist with data entry and expense reporting, support special projects, and handle confidential information discreetly.
On-site · Toronto
Support daily operations and strategic initiatives, with a focus on marketing, campaigns, events, and the firm's public presence. Draft and proof marketing materials, maintain the website and social channels, coordinate external deliverables, track performance, and improve processes.
On-site · Toronto
Support staff and executives with technology-focused operations, business software selection and implementation, first-line systems support, and testing system changes. Maintain documentation and data quality, coordinate with vendors, track performance metrics, and identify process improvements and automation opportunities.
On-site · Vancouver
Support staff and managers with daily operations, business systems, software selection and implementation, first-line user support, and testing system changes. Maintain documentation and data quality, coordinate with vendors, improve processes through automation, and track key performance metrics while supporting strategic initiatives.
On-site · Vancouver
Research and evaluate investment opportunities, develop financial models, support due diligence, and assist with executing principal investment transactions. Support portfolio companies through strategy and business planning, asset-level reporting, investment materials, and collaboration with internal and external stakeholders.
On-site · Vancouver
Develop financial models and valuations for corporate finance transactions and operating businesses, while managing client due diligence and information collection. Research companies and industries, prepare client presentations and information memorandums, and coordinate with third-party providers to deliver client solutions.
On-site · Toronto
Develop financial models and valuations, support corporate finance transactions and structure optimization, and manage client due diligence and information collection. Research companies and industries, prepare presentations and information memorandums, and coordinate with third-party providers to deliver client solutions.
On-site · Toronto
Research and evaluate potential investments, build financial models, support due diligence, and assist with transaction execution. Develop investment materials and strategies, consolidate portfolio reporting, and collaborate with internal and external stakeholders and portfolio company leaders.
On-site · Vancouver
The Insurance Lead manages complex client files by preparing flow-of-funds models and reconciling policy and financing information. They coordinate with lenders, insurers, and professional advisors to ensure accurate maintenance of insurance structures and operational improvements.
On-site · Toronto
The Insurance Lead manages complex client files by preparing flow-of-funds models and reconciling policy and financing data. They coordinate with lenders, insurers, and professional advisors to ensure accurate maintenance of insurance structures and operational efficiency.
On-site · Toronto
The role involves supporting senior staff with insurance operations, client file administration, and the preparation of policy documentation. Additionally, the analyst will research insurance products, implement process enhancements, and track key performance metrics.
On-site · Vancouver
The role involves supporting senior staff with insurance operations, client file administration, and the preparation of policy documentation. Additionally, the analyst will research insurance products and implement process enhancements to improve operational efficiency.
On-site · Vancouver
The Operations Generalist will support senior staff by performing a broad range of operational and administrative functions to enhance service delivery and operational efficiency. This includes assisting with daily operations, managing operational data, and identifying process enhancements.
On-site · Toronto
The Operations Generalist will support senior staff by performing a broad range of operational and administrative functions to enhance service delivery and operational efficiency. This includes assisting with daily operations, managing operational data, and streamlining business processes.
