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About the Role
You will be responsible for accurate and timely processing of financial and non-financial transactions for our clients' mutual fund accounts in support of our distribution partners.
Responsibilities
- Processing complex transactions to mutual fund accounts
- Reviewing transactions entered by advisors
- Communicating with advisors' requirements to turn "not in good order" trades into "in good order" trades
- Understanding the mutual fund industry, regulatory guidelines, Quadrus and fund company business processes
- Tracking and reporting activity
- Meeting service standards to minimize financial impact
Requirements
- Completion of the IFIC Operations and/ or Investment Funds Course is an asset
- Previous experience in a role communicating with Advisors is an asset
- Working knowledge of the mutual fund industry, regulatory guidelines and Quadrus & fund company business processes is an asset
- Excellent written communication skills
- Attention to detail
- Team player committed to achieving team objectives
- Self-motivated and enjoy a busy work environment
- Ability to meet strict daily deadlines
- Ability to organize and prioritize daily responsibilities
Work Type
- Permanent
- Full Time
- Hybrid
Salary/Compensations
- $43,400 - $65,100 annually
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’re 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.