Retirement Services Specialist | Client Support & Data Care

Canada Life

Toronto

On-site

CAD 51,000 - 76,000

Full time

8 days ago

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Benefits offered by this job

Education reimbursement: up to $2,000/
Mental health benefit: $5,000

Job summary

Canada Life in Toronto invites a detail-oriented professional to join the Group Retirement Services Administration, supporting RRSP, RPP, DPSP, TFSA, and related plans. You will ensure accurate record-keeping, timely reporting, and high-quality service for GRS customers using GPAS and established processes.

The ideal candidate combines strong analytical skills with the ability to manage multiple priorities in a fast-paced environment, builds trusted internal and external relationships, and

Qualifications

  • Detail-oriented professional with strong organizational skills.
  • Experience supporting group retirement products (RRSP, RPP, DPSP, TFSA).
  • Proven ability to manage multiple priorities and meet service standards.
  • Strong communication with members, advisors and brokers.

Responsibilities

  • Administer and maintain group saving plan and member records within GPAS, ensuring the accuracy of data updates, financial transactions, and reporting outputs
  • Serve as a primary point of contact for inquiries, managing phone and email communications with members, plan administrators, advisors and brokers in a timely and professional manner
  • Manage and prioritize a defined block of business, ensuring service standards and turnaround times are consistently met
  • Build and sustain effective working relationships with internal and external stakeholders to support service delivery and client satisfaction
  • Investigate and resolve complex and sensitive issues with accuracy, discretion, and adherence to established service expectations
  • Execute daily plan administration activities, including contribution processing, investment fund changes, member benefit payments, and routine reporting.
  • Provide ongoing support to advisors, consultants and plan administrators, ensuring efficient resolution of requests and operational needs.

Skills

Analytical thinking
Relationship building
Communication
Accountability
Organizational discipline
Multitasking
Adaptability
Proactive mindset
Bilingual English/French
CEBS Fundamentals

Education

CEBS Fundamentals

Tools

Microsoft Office (Word, Outlook, Excel)

Job description

Canada Life in Toronto invites a detail-oriented professional to join the Group Retirement Services Administration, supporting RRSP, RPP, DPSP, TFSA, and related plans. You will ensure accurate record-keeping, timely reporting, and high-quality service for GRS customers using GPAS and established processes.

The ideal candidate combines strong analytical skills with the ability to manage multiple priorities in a fast-paced environment, builds trusted internal and external relationships, and

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