Bilingual Data Integrity Specialist, temporary 6-month contract

Canada Life; Montreal (administrative region); On-site; CAD 48,000 - 75,000; Full time

Benefits offered by this job

Education reimbursement (up to $2,000)

Mental health benefit ($5,000)

Volunteer day

Pension plan matching

Job summary

Canada Life in Montreal is seeking a Data Integrity Specialist, Wealth Operations, to ensure files comply with regulatory standards and support Advisors with complete trade/documents. You will review applications, verify paperwork, and communicate requirements while staying current with policies and procedures.

The role emphasizes strong attention to detail, analytical skills, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• College diploma and/or 1-3 years of experience within a regulatory framework working on mutual funds and/or securities.

Responsibilities

• Review new applications, trade paperwork and supporting documents for accuracy and completeness.
• Run, compile, save, and compare transaction report information to transaction paperwork for accuracy and retention purposes.
• Verifying and investigating information within Investment Centre when necessary
• Communicating with advisors/ Administrative Staff regarding incomplete / missing documentation and requirements.
• Liaising with Advisors/Admin Staff and possibly Head Office staff for resolution of investment related issues
• Escalating unresolved issues to Team Coordinator.
• Track, report and resolve all Not In Good Order transactions/paperwork for advisors
• Staying up to date on processes, policies, and procedures

Skills

Bilingual FR/EN

Strong communication

Analytical thinking

Attention to detail

Prioritization

Education

College diploma

Job description

Temporary Full Time

We are looking for a Data Integrity Specialist, Wealth Operations

The Data Integrity Specialist is accountable for ensuring files are compliant within compliance and regulatory standards. Working in close partnership with the field offices, the Data Integrity Specialist will provide ad-hoc value-added verification of trade completeness to Advisors.

What you will do

• Review new applications, trade paperwork and supporting documents for accuracy and completeness.
• Run, compile, save, and compare transaction report information to transaction paperwork for accuracy and retention purposes.
• Verifying and investigating information within Investment Centre when necessary
• Communicating with advisors/ Administrative Staff regarding incomplete / missing documentation and requirements.
• Liaising with Advisors/Admin Staff and possibly Head Office staff for resolution of investment related issues
• Escalating unresolved issues to Team Coordinator.
• Track, report and resolve all Not In Good Order transactions/paperwork for advisors
• Staying up to date on processes, policies, and procedures

What you will bring

• College diploma and/or 1-3 years of experience within a regulatory framework working on mutual funds and/or securities.
• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs.
• Strong written, verbal and virtual communications and customer service skills
• Strong analytical skills, with the ability to sort through data and pull out meaningful intel.
• Strong attention to detail
• Ability to adapt to an ever-changing business environment
• Ability to ensure policies and procedures are adhered to
• Ability to succeed and work well under pressure
• Ability to prioritize, focus and balance multiple priorities at all times.

The base salary for this position is between $48,000 - $75,300 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.

Grow with Canada Life

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!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• 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 additionalinvestment 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.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. 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.