Senior Operations Coordinator

Canada Life Group; Winnipeg; On-site; CAD 46,000 - 69,000; Full time

Benefits offered by this job

Career development

Health & Wellness

Time off

Financial security

Rewards program

Community at work

Job summary

Canada Life in Winnipeg, MB is seeking a Senior Operations Coordinator to provide high‑level operational support to the VPIC Team. You will manage client and account information in the PM system, import daily trade blotters, and develop payment schedules for Auto Trades, PACs, and SWPs.

You will collaborate with VPIC Trading and Client Service, assist with process documentation, and identify improvements to data quality, reconciliation, and reporting.

Qualifications

• Diploma or degree in Commerce, Business Administration, Economics, or related discipline.
• Canadian Securities Course or similar education is an asset.
• Strong understanding of investment management principles and data quality.

Responsibilities

• Maintain accurate client and financial account information in the VPIC PM system.
• Import daily trade blotters and input client transactions.
• Develop and maintain payment schedules for Auto Trades, PACs, and SWPs.
• Set up records for new clients and accounts in PM and CRM systems.
• Complete daily reconciliation of portfolio positions and pricing.
• Verify trades settle and align with VPIC instructions.
• Collaborate with VPIC Trading and Client Service to resolve issues.
• Perform book value reconciliation and data validation tasks.
• Liaise with vendor and custodian to resolve technical issues.
• Provide status updates to VPIC leaders and document processes for continuous improvement.

Skills

Portfolio management

Data accuracy

Salesforce

Excel proficiency

Communication

Time management

Problem solving

Continuous improvement

Education

Commerce / Business related degree

Tools

Salesforce

Portfolio management software

Job description

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Reporting to the Manager of Operations, the Senior Operations Coordinator provides critical, high-level support to the VPIC Team. The incumbent is responsible for managing account and systems administration and contributes to the maintenance of the independent book of record by performing reconciliation, data integrity, and reporting processes. The Operations Associate collaborates with the VPIC Trading team, Client Service team, and custodian to ensure the accurate and efficient execution of day-to-day operational processes.

The Operations Associate also supports the Operations team with the maintenance of process and procedural documentation and provides recommendations for the continuous improvement of the operations function to VPIC leaders.

What you will do

• Maintain accurate and up to date client and financial account information in the VPIC portfolio management (PM) system.


• Import daily trade blotters for equities and mutual funds and input client transactions.


• Develop and maintain payment schedules for Auto Trades, PACs, and SWPs.


• Set up records for new clients and accounts in the PM system and customer relationship management system.


• Complete daily reconciliation of portfolio positions and security pricing between custodial and PM systems.


• Verify trades settle as requested and client requests have been executed by the custodian as per VPIC instruction.


• Match the details of corporate actions and other transactions in the PM system with custodial data and third-party information providers.


• Collaborate with the VPIC Trading and Client Service teams to triage, troubleshoot, and resolve operational issues.


• Perform book value reconciliation, performance verification and other data validation tasks as required.


• Liaise with the PM software vendor and the VPIC custodian to resolve technical issues.


• Provide status updates to VPIC team members and leaders.


• Collaborate with the Operations team to review and document existing processes and procedures in support of continuous improvement and operational excellence.


• Assist the Manager of Operations, Director of Operations, and other VPIC leaders with special projects and initiatives related to operational reporting, data quality, and integrity.

What you will bring

• Diploma or degree in Commerce, Business Administration, Economics, or related discipline


• Willingness to expand on professional qualifications by completing the Canadian Securities Course or similar security industry education.


• Knowledge of investment management principles, best practices, and emerging trends.


• Technological fluency and an ability to learn and adapt to new technology effectively.


• Related experience in an investment or financial services environment, and knowledge of the Canadian securities industry is considered an asset.


• Working knowledge of Salesforce and portfolio management software is considered an asset.


• Proficiency in Microsoft Office software, with an emphasis on Microsoft Excel expertise.


• Ability to communicate in a clear and concise manner, both verbally and in writing, to ensure effective interaction with key stakeholders.


• High attention to detail and commitment to data quality and accuracy.


• A strong client service mindset.


• Advanced organizational skills, with the ability to manage time effectively and balance multiple tasks with competing priorities.


• Proven analytical, problem solving, and decision-making skills.


• A desire to strive for continuous improvement, with a creative outlook and resourceful nature.

The base salary for this position is between $45,900 - $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). 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’reunited by a shared purpose: to improve the financial,physicaland mental well beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand 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 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.


• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.


• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!


• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted 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 handledin accordance withapplicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

Location: Winnipeg Manitoba, MB, CA, R3C 3R8

Date: Oct 10, 2026