Temporary Full Time
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Position Summary
Daily, weekly, and monthly maintenance of WealthServ Investment and Life Systems, including processing bulk transfers and CITS book of business.
What you will do
A. Technical Responsibilities
- Integrate data feeds from external partners into WealthServ and ensure information accuracy and completeness.
- Remove duplicate information (plans, clients, etc.) from the system.
- Participate in onboarding and migration projects including reviewing clients, advisors, and plans to validate, update, or create records.
- Participate in specialized broker reconciliation tasks and support broker mapping during feed implementations and data migrations.
B. Subject Matter Expert (SME) Expectations
- Lead issue investigation and escalate when necessary.
- Monitor feed schedules and identify timing or processing concerns.
- Participate in vendor onboarding as part of special project work.
C. Process Improvement Responsibilities
- Identify inefficiencies within feed processing workflows.
- Recommend automation improvements that enhance operational efficiency.
- Support SOP updates to maintain alignment with evolving business needs.
- Participate in workflow redesign initiatives to streamline processes.
D. Collaboration and Communication
- Collaborate with Operations, IT, Contracting & Compensation, and external carriers to support data integrity and feed accuracy.
- Build and maintain strong relationships with external data providers and internal departments.
- Participate in root cause analysis alongside cross-functional partners.
What you will bring
- Adaptable to continuous change and evolving systems.
- Strong communication and interpersonal skills.
- Highly organized with strong attention to detail and effective follow-through.
- Service-oriented, self-motivated, and proactive with a sense of urgency.
- Willingness to learn and grow technical skills, including Excel and introductory programming concepts (training provided).
Education and Experience
- Post-secondary degree, diploma, or equivalent certification.
- 6 months to 1 year of experience in the insurance or financial services industry.
- Understanding of insurance products and familiarity with carrier websites (asset).
- Experience working in project environments or cross-functional teams.
- Novice-level Excel skills (VLOOKUP/XLOOKUP, pivot tables optional) with willingness to learn more advanced techniques.
- Experience with Microsoft Word, Outlook, and basic data review.
- Experience with WealthServ is an asset.
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The base salary for this position is between $48,000 - $71,900 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.
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.
Grow with Canada Life
We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!
What we offer:
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Learn more about Canada Life.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
