Associate Manager, Funds Inforce Management

Permanent Full Time 

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Investment Management is hiring an Associate Manager for a technical role in our Funds Inforce Management team. The role reports to the Manager, Funds Inforce Management, Investment Management, Individual Wealth.

This role provides an opportunity to gain comprehensive knowledge of and experience with segregated funds, and some exposure to mutual funds products. This is an exciting role as it will give you an opportunity to be involved in a variety of Investment Management projects that impact our products, advisors, and clients, either in a supporting or leading role.

What you will do

• Technical analysis related to our inforce segregated fund policies
• Reviewing and performing policy calculations, segregated fund fee related investigations and providing support for PDP exception requests
• Act as subject matter expert / technical resource for management and staff within Investment Management, Wealth Operations, Customer Experience and Marketing, Legal, Compliance, Policyowner Tax, Information Systems, etc. on product definitions, intentions, and guidelines
• Own Management Expense Ratio (MER), Trading Expense Ratio (TER) and Fund Expense Ratio (FER) reporting for our segregated funds.
• Support regulatory changes such as the implementation of Total Cost Reporting requirements for segregated funds, the new segregated fund guidance and other projects that arise
• Provide leadership, mentoring and guidance to direct reports 

What you will bring

• Strong problem solving & analytical skills
• Strong technical skills, which include advanced skills in Microsoft Excel
• Attained or close to attaining ASA / ACIA designations would be an asset but not a requirement
• Previous experience with wealth products would be an asset
• Ability to work in a team environment and provide leadership to others
• Ability to make sound business decisions using judgement
• Able to foster collaborative relationships across the business and facilitate cooperation
• Effective written & oral communication
• Organized
• Adaptable to change

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The base salary for this position is between  $63,500 - $117,400 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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