You will be accountable for:
Processing of bulk and single deposits
Handling of transfers between investment funds for client/member assets
Processing of cash withdrawals and transfers between registered plans from/to other financial institutions
Handling plan and member maintenance on GPAS
Handling various inquiries, telephone calls etc. from multiple audiences
Daily management of a block of business
Fostering relationships with plan administrators, brokers, advisors and plan members
Handling sensitive and complex issues in a timely and accurate manner
Required Competencies and Behaviours:
Customer service focused with a positive can do attitude
Strong communication skills – both written and verbal
Organized and able to work in a dynamic and changing environment
Self-motivated with an ability to effectively multi-task and be comfortable with tight deadlines; results oriented
Ability to instill quality in day-to-day activities/processes
Strong interpersonal skills – team player a must
Fluency in Microsoft Office tools including Word, Excel and Outlook
Must be proficient in Excel
Knowledge of rules and regulations as they relate to GRS products an asset, but not required
Knowledge of investment/retirement arrangements and/or GRS business processes GRS an asset, but not required
Bilingual French/English an asset
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 [email protected].
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
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