Business Support Associate

Canada Life; Toronto; Vor Ort; CAD 46.000 - 68.000; Vollzeit

Benefits dieser Stelle

Education reimbursement up to $2,000/年

Health & dental benefits

$5,000 mental health benefit

Volunteer day

Company-matching pension

Share ownership program

Employee discounts

Zusammenfassung

Canada Life is seeking a Business Support Associate for the Freedom Experience team within Client Advisory Services. You will support plan members by making outbound calls, reviewing retirement documents, and preparing quotes, while coordinating with internal and external partners to ensure timely transactions.

The role requires 3–5 years in Canadian insurance/financial services and strong MS Office skills; bilingual English/French and Salesforce familiarity are assets.

Qualifikationen

• 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.

Aufgaben

• Conduct outbound calls to plan members to schedule appointments on behalf of sales team consultants.
• Review and analyze member retirement documentation to ensure actionability and accuracy.
• Prepare retirement income quotes.
• Liaise with internal and external partners to ensure plan member transactions are executed timely.
• Manage workflow of incoming requests and sales opportunities across the team.
• Participate in special projects or initiatives (e.g., process improvements).
• Complete general administrative duties to support IRS team, including mail handling.
• Perform transactional processing as required.

Kenntnisse

Microsoft Office

Time management

Written & verbal comm.

Self-motivated; continuous learning

Adapt to change

Bilingual English/French (asset)

Salesforce (asset)

Ausbildung

Post secondary education or equivalent

3-5 years in Canadian insurance/financial industry (retirement focus)

Tools

Salesforce

Jobbeschreibung

Permanent Full Time

We are looking for a Business Support Associate, Investment & Retirement Solutions, for our Freedom Experience team within Client Advisory Services. 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.

What You Will Do

• 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

What You Will Bring

• 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

Given the size and scope of our organization, we have the flexibility for this position to be located in the following office locations: Toronto, Winnipeg and London.

The base salary for this position is between $45,600 - $68,400 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.

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

• 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.