Business Support Associate

Skillhub Solutions Inc.; Winnipeg; Hybrid; CAD 46,000 - 68,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Mental health support

Vacation and personal days

Pension matching

Education reimbursement

Employee discounts

Career development opportunities

Job summary

The Canada Life Assurance Company is hiring a Business Support Associate, Investment & Retirement Solutions in Winnipeg – a hybrid role with offices in Toronto and London. You will coordinate appointments, prepare retirement income quotes, monitor transactions, and support team workflow.

Ideal candidates have 3–5 years in Canadian insurance/financial services, post-secondary education, and MS Office proficiency. Salesforce is a plus.

Qualifications

• Three to five years of experience in the Canadian insurance or financial industry.
• Post-secondary education or equivalent work experience.
• Knowledge of group savings products and pension legislation is a plus.
• English-French bilingualism is an asset.
• Experience with retirement products is preferred.

Responsibilities

• Call plan members to schedule appointments with sales consultants.
• Review retirement documentation for accuracy and actionability.
• Prepare retirement income quotes and process transactions.
• Coordinate with internal and external partners to support timely transactions.
• Manage requests, sales opportunities and general administrative duties.
• Contribute to special projects and process improvements.

Skills

Bilingual English-French

Education

Post-secondary education or equivalent work experience

Tools

Microsoft Office

Salesforce

Job description

Winnipeg, MB Full-time CA$45,600 - CA$68,400 / year

Employee Discounts

Business Support Associate, Investment & Retirement Solutions

Employer: The Canada Life Assurance Company

Employment: Permanent, full-time. The role is identified as hybrid. Office locations include Toronto, Winnipeg, and London.

About the role

Support the Investment & Retirement Solutions sales, service, and leadership teams by coordinating appointments and transactions, preparing retirement income quotes, monitoring retention transactions, and facilitating team workflow.

Responsibilities

• Call plan members to schedule appointments with sales consultants.
• Review retirement documentation for accuracy and actionability.
• Prepare retirement income quotes and process transactions as required.
• Coordinate with internal and external partners to support timely transactions.
• Manage incoming requests and sales opportunities, and handle general administrative duties.
• Contribute to special projects and process improvements.

Qualifications

• Three to five years of experience in the Canadian insurance or financial industry, preferably with retirement products and services.
• Post-secondary education or equivalent work experience.
• Knowledge of Microsoft Office; Salesforce experience is an asset.
• Knowledge of group savings products and pension legislation, and RPA or CEBS designations, are assets.
• English-French bilingualism is an asset.

Compensation

Base salary: $45,600–$68,400 annually. Other variable compensation may also apply.

The posting describes health and dental benefits, mental health support, vacation and personal days, a volunteer day, pension matching, education reimbursement, employee discounts, and career development opportunities.

Applications are reviewed on a rolling basis. The posting states that opportunities remain open for at least five business days from the date of posting; closing dates vary.