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Financial Case Manager Jobs in Calgary, AB (NOW HIRING)

Lifeworks

Sr Disability Claims Manager

Calgary, AB · On-site +1

CA$70K - CA$90K/yr

... financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees. Disability Case Manager (CM2) - TELUS Health Absence and ...

Orion Steel Group LLC

FP&A Manager

Calgary, AB

Prepare ad hoc financial analyses, business cases, and management presentations as required ... We will make a determination on your request for reasonable accommodation on a case-by-case basis.

Rogers Communications

Manager, Finance

Calgary, AB

Perform business case analysis for cost inputs and financial impacts as relevant. * Lead special ... Please reach out to our recruiters and hiring managers to begin a conversation about how we can ...

Rogers Communications

Manager, Finance

Calgary, AB

Perform business case analysis for cost inputs and financial impacts as relevant. * Lead special ... Please reach out to our recruiters and hiring managers to begin a conversation about how we can ...

MLP Dental

Dental Office Manager

Calgary, AB

$36 - $38/hr

Do you enjoy the challenge of balancing patient care, team coordination, financial management, and ... What You'll Be Responsible ForPatient Treatment Coordination & Case Acceptance You will play a ...

MLP Dental

Dental Office Manager

Calgary, AB

CA$36 - CA$38/hr

Do you enjoy the challenge of balancing patient care, team coordination, financial management, and ... What You'll Be Responsible ForPatient Treatment Coordination & Case Acceptance You will play a ...

Parkland Corporation

Analyst, Leaves

Calgary, AB

Maintain organized financial records and support audits or financial reviews as required ... Experience using HRIS systems, case management platforms, or related HR tools. Requirements: * 5+ ...

Parkland

Analyst, Leaves

Calgary, AB

Maintain organized financial records and support audits or financial reviews as required ... Experience using HRIS systems, case management platforms, or related HR tools. Requirements: * 5+ ...

Parkland Corporation

Analyst, Leaves

Calgary, AB · On-site

Maintain organized financial records and support audits or financial reviews as required ... Experience using HRIS systems, case management platforms, or related HR tools. Requirements: * 5+ ...

Parkland Corporation

Analyst, Leaves

Calgary, AB

Maintain organized financial records and support audits or financial reviews as required ... Experience using HRIS systems, case management platforms, or related HR tools. Requirements: * 5+ ...

Sinopec Canada

Manager, Marketing

Calgary, AB

Lead economic evaluations, scenario analysis, and business case development for commercial ... Bachelor's degree in Business, Finance, Economics, Engineering, Commerce, or a related discipline ...

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All JobsFinancial Case JobsFinancial Case Manager JobsFinancial Case Manager Jobs in Calgary, AB

Financial Case Manager information

What is a financial case manager?

A Financial Case Manager is a professional who assists individuals and families in managing their financial situations, especially when they are facing hardships or complex financial needs. They work with clients to assess their financial status, develop budgets, provide guidance on debt management, and connect them to relevant resources or programs. Financial Case Managers often work in social service agencies, healthcare organizations, or non-profits, helping clients achieve financial stability and independence. Their role may also include advocating for clients and ensuring they receive appropriate financial assistance or benefits.

What are some common challenges financial case managers face when working with clients, and how are they typically addressed?

Financial Case Managers often encounter challenges such as clients' reluctance to share sensitive financial information, managing complex financial histories, and navigating limited resources for assistance programs. To address these, they build trust through clear communication and empathy, maintain confidentiality, and stay current with available aid options. Collaborating closely with social workers and other support staff also helps develop holistic solutions tailored to each client's needs.

What are the key skills and qualifications needed to thrive as a financial case manager, and why are they important?

To excel as a Financial Case Manager, you need a solid understanding of financial analysis, case management, and relevant regulations, often supported by a degree in finance, social work, or a related field. Familiarity with case management software, financial planning tools, and knowledge of government assistance programs is typically required. Strong interpersonal skills, attention to detail, and effective problem-solving abilities help you build trust and tailor solutions for clients. These skills are vital for accurately assessing client needs, managing complex cases, and ensuring positive financial outcomes.

What is the difference between Financial Case Manager vs Financial Counselor?

AspectFinancial Case ManagerFinancial Counselor
CredentialsOften requires certifications like Certified Financial Counselor or related credentialsTypically requires certification or training in financial counseling or related fields
Work EnvironmentWorks in healthcare, social services, or insurance settings, managing complex financial casesWorks in hospitals, clinics, or community agencies providing financial guidance to patients
Employer & IndustryHealthcare providers, social service agencies, insurance companies

Both roles involve financial guidance, but Financial Case Managers focus on managing complex financial cases within healthcare or social services, often requiring specialized certifications. Financial Counselors primarily provide financial advice and support to individuals in healthcare or community settings. While their work environments overlap, their specific responsibilities and certifications differ slightly.

What type of financial case manager makes the most money?

Senior financial case managers with extensive experience, specialized certifications, or working in high-demand sectors tend to earn the highest salaries. Those managing complex cases or working in healthcare, insurance, or legal settings often have higher compensation. Advanced skills in data analysis and case management software can also contribute to increased earnings.

What are popular job titles related to Financial Case Manager jobs in Calgary, AB?

For Financial Case Manager jobs in Calgary, AB, the most frequently searched job titles are:

What job categories do people searching Financial Case Manager jobs in Calgary, AB look for?

The top searched job categories for Financial Case Manager jobs in Calgary, AB are:

Financial Case Manager jobs near you
Infographic showing various Financial Case Manager job openings in Calgary, AB as of June 2026, with employment types broken down into 2% As Needed, 67% Full Time, 29% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Case Management Consultant

Sun Life Financial

Calgary, AB • Hybrid

Full-time

Posted 7 days ago

Sun Life Assurance Company of Canada rating

8.6

Company rating: 8.6 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

91st of 310 rated insurance

Job description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.


At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.


When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.


Discover how you can make a difference in the lives of individuals, families and communities around the world.


Job Description:

As Case Management Consultant: You will be responsible for coaching your assigned disability claims team, helping to improve case managers' skills in order to optimize claims duration and drive profitability of the group disability clients assigned to the team.

What you will be doing:

  • Responsible for coaching an assigned disability claims team, helping to improve case managers' skills in order to optimize claims duration and drive profitability of the group disability clients assigned to the team

  • Coach your assigned team on Outcome Focused Case Management, to develop and refine their skills on the appropriate utilization of tools/approaches, portfolio

  • Ensure a client focused approach permeates in your coaching as you act as the primary coaching resource for your assigned team, support staff in achieving overall office targets, workload management, difficult cases, department workflow and processes

  • Help your team to prioritize work items in order to meet client service standards and Sun Life best practice guidelines

  • Contribute to a dynamic work environment by identifying opportunities to continuously improve processes to better meet our service excellence, quality and financial commitments to our customers

  • Contribute to the ongoing business retention and growth by cultivating excellence in your team

  • Report on emerging trends so that they can be addressed and where suitable, learnings can be leveraged nationally

What you need to succeed:

  • Minimum 3 years experience in Long and Short Term Disability Claims or Bachelor's Degree in related field

  • Proficient knowledge of group insurance policy and coverage concepts

  • Exceptional case management, organizational and analytical skills

  • Excellent listening and communication skills (both written and verbal)

  • Ability to deliver constructive feedback in a tactful and sensitive manner that positively influences case managers' engagement

  • Strong training and coaching skills

What's in it for you?

  • Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

  • As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office.

  • We're committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential.

  • We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health.


The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.


Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.


Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.


We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.


We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.


We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.


Salary Range:

60,000/60 000 - 97,000/97 000

Job Category:

Claims - Life & Disability

Posting End Date:

31/08/2026

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