Bilingual Business Solutions Coordinator

Permanent Full Time 

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We are looking for a Bilingual Business Support Associate, Investment & Retirement Solutions, for our Freedom Experience team within Workplace Solutions. 

The Investment & Retirement Solutions team serves plan members and clients by building solid and trustworthy relationships. We provide solutions based on unbiased, sound investment guidance and education, helping members achieve their financial goals and allowing them to retire in comfort and with confidence.

Role description

An exciting opportunity exists to be part of an amazing team of professionals in our fast-growing Freedom Experience team within the Workplace Solutions Division.  As a Business Support Associate, you will support the Investment & Retirement Solutions’ sales, service and leadership staff by handling administrative duties and scheduling appointments for sales and service transactions, preparing retirement income quotes, monitoring member retention transactions to ensure they are set up in a timely manner, and facilitating workflow within the team.

What you will do 

• Conduct outbound calls to plan members to schedule appointments on behalf of sales team consultants
• Review and analyze member retirement documentation received by Sales and Service staff, to ensure that it is actionable and accurate
• Prepare retirement income quotes
• Liaise with internal and external partners to ensure plan member transactions are executed in a timely manner
• Manage workflow of incoming requests and sales opportunities across the team
• Participate in special projects or initiatives as appropriate (e.g. process improvements)
• Complete general administrative duties to support IRS team, including in-office distribution of incoming/outgoing mail
• Perform transactional processing, as required

What you will bring 

• 3-5 years in the Canadian insurance and/or financial industry, with a specific emphasis on retirement products and services.
• Post secondary education or equivalent work experience
• Knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint)
• Strong time management skills
• Self-motivated; committed to continuous learning
• Strong written and verbal communication skills
• Ability to learn quickly, adapt to change and contribute to creative solutions
• Knowledge of Salesforce is an asset
• Bilingual in English and French is an asset
• Industry designations Retirement Plans Associate (RPA) or Certified Employee Benefits Specialist (CEBS) an asset
• Knowledge of pension and savings products and pension legislation is an asset

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The base salary for this position is between  $41,400 - $65,300 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.

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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