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About the Role

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. 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.

Responsibilities

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

Requirements

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 group savings products and pension legislation is an asset

Location

Toronto
London

Work Type

Permanent
Full Time
Hybrid

Experience Level

3-5 years

Education Level

Post secondary education or equivalent work experience

Salary/Compensations

$43,400 - $68,400

Benefits

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.

About the Company

We are 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!

Equal Opportunity

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.