Client Service Specialist, Individual Wealth - 12 Month Contract

Reporting to the Associate Manager, Individual Retirement Savings Administration, you will be responsible for the administration of Segregated Funds for the Savings side of the business for Canada Life.  You will be a resource for our Field Partners, Financial Advisors, teammates, and the Client Service Centre, seeking to resolve questions, concerns and problems.

What you will do:

• Issuing and administering savings segregated funds
• Processing new deposits, redemptions and general administration for segregated funds
• Checking to ensure contracts are error free
• Providing exceptional, professional, customer service to our internal and external customers
• Producing excellent quality; few errors; identify problems and provide possible solutions (achieving consistent excellent audit results)
• Handling inquiries from clients, advisors/brokers, field partners, internal and external business partners; inquiries include phone calls, e-mails and formal letters
• Acknowledging all inquiries within 24 hours. Consistently meets admin services standards; provides clear and concise communication.
• Reconciling accounting errors and making adjustments as necessary
• Project involvement and miscellaneous duties as requested and/or required
• Understanding pension legislation and related products (RRSP, Non-Reg RRIF, LIF)

What you will bring:

• Experience working with the Segregated Fund product
• Knowledge of the Unitrax system
• In depth knowledge of processes and procedures for Canada Life  including the structure of the distribution channel is an asset
• Strong proven attention to detail
• Pension legislation and related products (RRSP, Non-Reg RRIF, LIF) knowledge
• FundSERV knowledge is an asset.
• Self-motivated, commitment to self-development and enjoy a challenging and demanding workload
• Excellent verbal and written communication skills
• Proven ability to learn and grasp new concepts
• Strong interpersonal skills and the ability to work in a team environment
• Able to deal with difficult situations; critical thinking
• Strong customer service skills
• Flexible, able to accept and drive change as required
• Able to work in ambiguous and unstructured situations

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The base salary for this position is between  $46,200.00 - $ maximum annually.  This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).  If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

For student opportunities only

For our student opportunities, the base salary will be dependent on the number of work terms you have completed along with other factors depending on your program. 

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves?the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.?

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee?has the opportunity to?reach their potential.?

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.


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