Operations Specialist

Permanent Full Time 

-

We are seeking a detail-oriented Operations Specialist to join our Quadrus Dealer Operations Team, reporting to the Associate Manager. This role is a critical part of ensuring operational excellence and data integrity within Canada Life’s systems, focusing on regulatory compliance and accurate dealer data management for Financial Security Advisors and Investors. The Operations Specialist is expected to bring technical expertise, strong communication abilities, and problem-solving skills, while also serving as a Subject Matter Expert (SME) on dealer systems and processes.

Key Responsibilities

• Load and reconcile files to maintain accurate dealership records against fund company and issuer data.
• Investigate and resolve system data discrepancies and exceptions.
• Execute daily, weekly, monthly, and annual system processes critical to dealer platform operations.
• Address and resolve data issues raised by business users, adhering to defined service standards.
• Submit compensation files within strict timelines.
• Generate system scripts and scans from various platforms.
• Collaborate with teams such as Compliance, Tax/Accounting, and Compensation Specialists when required.
• Communicate regularly with mutual fund companies to support operational needs.
• Perform troubleshooting, problem resolution, and provide training as needed.
• Maintain comprehensive documentation, including procedural guides and job aids.

Qualifications and Skills

• Knowledge and experience with mutual funds, segregated funds, and investment products are considered assets.
• Strong verbal and written communication skills, with the ability to collaborate across all management levels.
• Analytical mindset with excellent problem-solving capabilities.
• Proven ability to multitask and meet deadlines in a fast-paced environment.
• Capable of working independently and as part of a collaborative team.
• Self-driven and motivated to excel in a dynamic setting.
• Completion of the IFIC Operations and/or Investment Funds Course is an asset.
• Proficiency in tools such as JIRA/Confluence, SQL, Excel, Word, PowerPoint, and an aptitude for learning new technologies.
• Bilingual proficiency in French and English is a strong asset.

-

The base salary for this position is between  $43,600 - $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.

#LI-Hybrid