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Clu Jobs in Ontario (NOW HIRING)

Mercor

Life & Annuity Specialist - Advisor

Toronto, ON · On-site +1

CLU , ChFC , FLMI , CFP , or comparable designation. * Active or previously held life and health producer license, or securities registration. * Medical or financial life underwriting experience ...

New

Royal City Recruitment

CA$75K/yr

You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s)

HollisWealth

Investment Advisor

Toronto, ON · Hybrid

Preference will be given to applicants with the following designation, CLU, F.Pl., PFP, QAFP and/or CFP designations * Bilingual [French/English] is an asset Why you'll love working with us * A work ...

Mercer Advisors

Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA. Job Skills: * Strong knowledge of and the ability to present investment ...

IGM Financial

Director, Corporate Channel

Toronto, ON · On-site

$121.50 - $157/hr

Financial Services Designations preferred (CFP, CLU, CFA, CA, CMA etc.) * Comprehensive mutual fund, mortgage and/or insurance industry experience * Performance-driven high achiever with strong sales ...

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Clu information

What is a clu?

Clu jobs typically refer to positions at Clu, a company or platform focused on matching job seekers with roles that fit their skills and values. Working at Clu may involve roles in technology, customer service, data analysis, or recruitment, depending on the specific job. Employees at Clu often collaborate to improve hiring processes, utilize technology to enhance candidate matching, and support both employers and job seekers. The environment is usually fast-paced and innovative, with a focus on diversity and inclusion. If you're interested in joining Clu, it's helpful to research their current openings and learn about their company culture.

What are the key skills and qualifications needed to thrive as a clu?

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What are some common challenges faced by data analysts when working with large datasets in a corporate environment?

Data analysts often encounter challenges such as ensuring data accuracy, dealing with incomplete or inconsistent data, and managing data security when working with large datasets. In a corporate environment, analysts must also collaborate closely with departments like IT, finance, and marketing to gather relevant data and align analysis with business goals. Overcoming these challenges typically requires strong technical skills, attention to detail, and effective communication to translate findings into actionable business insights.

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Clu jobs near you
Infographic showing various Clu job openings in Ontario as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 60% Physical, 5% Hybrid, and 35% Remote job distribution.

Life & Annuity Specialist - Advisor

Mercor

Toronto, ON • On-site, Remote

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position: Life & Annuity Specialist
Type: Contract
Compensation: $800/hour
Location: Remote
Commitment: 20–40+ hours/week

Role Responsibilities

  • Design realistic scenarios involving needs analysis, product selection, and underwriting. Develop illustrations, table ratings, replacements, and policy-service determinations.
  • Create work products such as coverage recommendations, illustration comparisons, and underwriting assessments. Provide suitability rationales and replacement analyses.
  • Write "golden" reference responses at experienced life and annuity practitioner quality. Ensure high standards in all outputs.
  • Grade AI-generated responses against structured rubrics for product accuracy and suitability. Evaluate mathematical correctness and disclosure adequacy.
  • Identify unsupported illustration assumptions and unsuitable recommendations. Detect confusion between product types or tax treatments.
  • Provide written feedback to the research team to improve model behavior. Participate in onboarding office hours and calibration sessions.

Qualifications

Must-Have

  • 2+ years of professional experience in life insurance or annuity advisory, underwriting, or policy administration.
  • Experience with at least one product family such as term, whole life, or universal life.
  • Understanding of policy mechanics like cost of insurance and surrender charges.
  • Ability to explain tax treatment and suitability considerations clearly.
  • Excellent written communication and high attention to detail.
  • Ability to distinguish product and suitability judgment from investment advice.

Preferred

  • CLU, ChFC, FLMI, CFP, or comparable designation.
  • Active or previously held life and health producer license, or securities registration.
  • Medical or financial life underwriting experience, including APS review.
  • Experience with buy-sell, key-person, or estate-planning cases.
  • Experience with suitability, Reg BI, or state replacement and disclosure review.

Start Date

  • Immediately; applications reviewed on a rolling basis.

Application Process (Takes 20–30 mins to complete)

  • Upload resume
  • AI interview based on your resume
  • Submit form

Resources & Support

  • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
  • For any help or support, reach out to: support@mercor.com

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.