Client Service Processor, temporary 6-month contract
London, ONThe Canada Life Assurance Company
Candidates need excellent organization, attention to detail and time management, plus working knowledge of Microsoft Office. Strong written and verbal communication, teamwork and the ability to adapt to changing priorities are also required. A Reliability Status security clearance is needed, and experience with Unitrax, GPAS, Investment Centre or imaging systems is an asset.
Microsoft Office, Unitrax, GPAS, Investment Centre, imaging system
Client Service Processor
London, ONThe Canada Life Assurance Company
Candidates need strong organizational and attention-to-detail skills, working knowledge of Microsoft Office, and clear written and verbal communication. A Reliability Status security clearance is required, and experience with an imaging system is an asset.
Unitrax, GPAS, Investment Centre, Imaging system, Microsoft Office
Senior Advisor Associate
OntarioThe Canada Life Assurance Company
3+ YOECandidates need at least 3 years of experience in a financial operations environment working on a securities platform, plus post-secondary education in business or equivalent experience. Knowledge of registered products, Microsoft Word and Excel, and back-office software such as FundSERV or T80 is expected.
FundSERV, T80, Microsoft Word, Microsoft Excel
Director, Securities Operations
OntarioThe Canada Life Assurance Company
10+ YOECandidates need a university degree or equivalent experience, 10+ years in securities dealer, wealth management or financial services operations, and experience leading people leaders. They also need deep knowledge of securities dealer operations, regulatory controls and process or technology transformation.
IPC One, IPC Wealth
Bilingual (Fr/En) Corporate Branch manager
Montréal, QCThe Canada Life Assurance Company
2+ YOECandidates need fluent French and English, deep compliance and regulatory expertise, and a Branch Manager qualification from the Canadian Securities Institute. They must have been registered to sell mutual funds for over two years and hold or complete ETF, Bitcoin and alternative mutual fund and hedge fund courses.
Bilingualism, CIRO, Regulatory compliance, Know your customer, Prioritization, Problem solving
Client Experience Specialist - Future Opportunity
OntarioThe Canada Life Assurance Company
2+ YOECandidates need two years of advisor or client support experience at a financial services or insurance firm and a post-secondary diploma or degree in business, finance, economics or a related field. They need strong client service, organization and multitasking skills, and working knowledge of Microsoft Office365, Word, Excel, Outlook, PowerPoint and SharePoint.
CRM, Univeris, Plan Plus, iMost, Croesus
Wealth Advisor
Calgary, ABThe Canada Life Assurance Company
3+ YOECandidates need a CFP designation or equivalent accreditation, a CSC/CPH completion, and an investment dealer licence. They also need 3 or more years of client-facing experience or post-secondary business education, plus strong relationship-building and self-motivated skills.