Funds Inforce Product Specialist - Technical & Impact

Canada Life; London; On-site; CAD 52,000 - 98,000; Full time

Job summary

A leading financial services company in Ontario is seeking a Product Specialist to join the Funds Inforce Management team. This role involves conducting technical analysis, preparing financial reports, and supporting regulatory initiatives. The ideal candidate has strong analytical and Excel skills, and previous experience with wealth products is an asset. The position offers a salary range of $52,800 - $97,700 annually, plus additional variable compensation opportunities.

Qualifications

• Strong problem solving & analytical skills.
• Strong technical skills, which include advanced skills in Microsoft Excel.
• Ability to make sound business decisions using judgement.
• Strong organization skills and ability to manage multiple priorities.
• Strong written and oral communication skills.
• Ability to work independently and as part of a team.
• Able to foster collaborative relationships across the business.
• Proactive mindset with a drive to improve processes.
• Adaptable to change.
• Previous experience with wealth products would be an asset.

Responsibilities

• Conduct technical analysis and perform policy calculations for inforce segregated fund policies.
• Investigate segregated fund fee-related inquiries and support various PDP exception requests.
• Prepare Management Expense Ratio (MER), Trading Expense Ratio (TER), and Fund Expense Ratio (FER) reporting.
• Support regulatory initiatives for total cost reporting requirements.
• Collaborate on product feature enhancements and maintain thorough documentation.

Skills

Problem solving

Analytical skills

Advanced Microsoft Excel

Decision making

Organization skills

Communication skills

Collaboration

Proactive mindset

Adaptability

Wealth products experience

Job description

A leading financial services company in Ontario is seeking a Product Specialist to join the Funds Inforce Management team. This role involves conducting technical analysis, preparing financial reports, and supporting regulatory initiatives. The ideal candidate has strong analytical and Excel skills, and previous experience with wealth products is an asset. The position offers a salary range of $52,800 - $97,700 annually, plus additional variable compensation opportunities.