Customer Service Specialist

Canada Life; Winnipeg; On-site; CAD 48,000 - 69,000; Full time

Benefits offered by this job

Career Development

Health & Wellness benefits

Time Off

Financial Security: Pension matching

Rewards and Recognition

Community engagement

Job summary

Canada Life is seeking a permanent, full-time professional to support the Group Retirement Services wind-up team. You will handle terminations, transfers, and member maintenance in GPAS while ensuring compliance with regulatory and internal processes.

A focus on customer service and strong communication is essential. Experience with pension plans, government regulations, and a collaborative mindset will help you succeed.

Qualifications

• Bilingual French/English is an asset.
• Knowledge of investment/retirement arrangements is required.
• Customer service focused with a positive attitude.
• Knowledge of legislative requirements for Registered Pension Plans is an asset.
• Knowledge of rules and regulations related to GRS products is an asset.
• Strong communication skills (both written and verbal).
• Organized and able to work in a dynamic environment.
• Strong interpersonal skills, able to work independently and as part of a team.
• Self-motivated with the ability to multi-task and meet tight deadlines.
• Proficiency in Microsoft Office tools (Word, Outlook, Excel).
• Reliability Status Security Clearance – cost covered after offer.

Responsibilities

• Handling plan termination, carrier transfer and member maintenance on GPAS.
• Ensuring plan sponsors follow procedures and meet legislative requirements for terminating a retirement plan.
• Fostering relationships with plan administrators, brokers, advisors, plan members, and CRM.
• Managing inquiries from CRM, advisors and regulators.
• Handling plan terminations and reporting to regulators.
• Managing sensitive issues including plan mergers, carrier transfers-out, bankruptcy and wind-ups.

Skills

Bilingual French/English

Customer service

Strong communication

Organized

Team player

Self-motivated

Tools

Word

Outlook

Excel

Job description

Permanent Full Time

Group Retirement Services (GRS) Wind-up team provides administration services for a variety of group products, including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered plan types. In this role you’ll contribute to the effective record-keeping and reporting for GRS customers. You should be proficient with the Group Pension Administration System (GPAS) and GRS processes.

What You Will Do

• Handling plan termination, carrier transfer and member maintenance on GPAS
• Ensuring plan sponsors follow procedures and provide documents that meet legislative requirements for terminating a retirement plan
• Fostering relationships with plan administrators, brokers, advisors, plan members, and Customer Relationship Managers (CRM)
• Managing various inquiries from multiple audiences including CRM, advisors and regulators
• Handling plan terminations and reporting to regulators
• Managing sensitive and complex issues, including plan mergers, carrier transfers-out, bankruptcy, and plan wind-ups

What You Will Bring

• Bilingual French/English is an asset
• Knowledge of investment/retirement arrangements and GRS business processes is required
• Customer service focused with a positive attitude
• Knowledge of legislative requirements for Registered Pension Plans is an asset
• Knowledge of rules and regulations related to GRS products is an asset
• Strong communication skills (both written and verbal)
• Organized and able to work in a dynamic environment
• Strong interpersonal skills, able to work independently and as part of a team
• Self-motivated with the ability to multi-task and meet tight deadlines
• Proficiency in Microsoft Office tools (Word, Outlook, Excel)
• Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website. The cost of submitting these checks will be covered by Canada Life

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

The base salary for this position is between $48,400 - $68,800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).

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 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.