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Added 8 mins ago
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Director, Treasury & Business Intelligence
Avana
Regina, SK
- Full-time
The Director, Treasury & Business Intelligence leads Avana’s treasury, financing, financial planning, investment analysis, business intelligence, and related financial risk activities. As…
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Bilingual Manager, Translation Services
Government of Manitoba
Winnipeg, MB
- Full-time
Significant experience in budgeting, financial administration, office management, and advanced accounting, preferably within a government environment.
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FH
Assistant Fairmont Gold Manager
Fairmont Hotels & Resorts
Banff, AB
- Full-time
The Assistant Fairmont Gold Manager is a key operational leader responsible for the day-to-day leadership and execution of the complete Fairmont Gold operation. This role ensures consistent…
Added 8 mins ago
GO
Regional Financial Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Finance Manager, the Regional Financial Analyst is a member of the Finance team and is responsible for providing strategic financial and administrative advice to Regional…
Added 8 mins ago
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Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
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Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
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Business Aligned Compliance Officer Investment Bank, Canada
UBS
Toronto, ON
- $95,000 to $115,000 CAD / day
- Full-time
…providing independent oversight, challenge and control over the non-financial risks arising from UBS’s business activities across multiple levels to ensure compliance, conduct and…
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ServiceNow SAM Administrator - ITAM
BMO
Toronto, ON
- Full-time
The above represents BMO Financial Group’s pay range and type.
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Accounting Officer, Reconciliation (GWO)
Scotiabank
ON · Mississauga, ON
The Accounting Officer (AO) Reconciliation, is a subject matter expert supporting the Branch and units within the Global Operations group, working in close partnership with the Domestic…
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Associate, Retail Equity Trading
BMO
Toronto, ON · FCP
- Full-time
Markets financial institutions to increase order flow, volume and market information.
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Systems Administrator (Azure Cloud)
Equisoft
Montreal, QC · HYBRID - Montreal, Canada
- Full-time
…investment sectors, trusted by more than 300 of the world’s leading financial institutions. We offer a complete ecosystem of scalable solutions that help our clients meet the challenges of…
Added 22 mins ago
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Commercial Analyst
Meridian Credit Union
Guelph, ON · London, ON
- $52,000 to $75,000 CAD / year
- Full-time
Post-secondary education or related job training, with detailed knowledge of financial accounting and lending principles (Bachelor of Commerce, Business, Finance & Accounting, or other…
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Senior Relationship Manager, Commercial Financial Services
RBC
Montreal, QC
- Full-time
…professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and market…
Added 22 mins ago
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Indirect Tax, Recovery Data Analytics
PwC
Calgary, AB · Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
Working knowledge of GST/HST, QST and provincial sales taxes, and how indirect taxes are recorded in financial systems
Added 37 mins ago
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T&O Senior Data Analyst, Financial Data
BMO
Toronto, ON
- Full-time
This role is ideal for someone with strong banking and accounting knowledge who can bridge business and technology teams while driving data quality, data lineage, reporting, integration,…
Added 37 mins ago
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Manager, Pension Risk Transfer (PRT) Modelling & Analytics
BMO Insurance
Toronto, ON
- Full-time
…at BMO Insurance. The team’s primary objective is to provide financial security for pensioners by helping Canadian organizations de-risk their balance sheets through Pension Risk Transfer…
Added 37 mins ago
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Meat - Manager Meat
Sobeys
Quispamsis, NB
- Full-time
The Meat Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 37 mins ago
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Analyst, Financial Reporting
University of Calgary
Calgary, AB
- Full-time
This position reports to the Manager, Financial Reporting, and will support the financial reporting team who are responsible for providing consultation and support services to the…
Added 37 mins ago
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Gestionnaire de Comptes / Chargé de clientèle senior / Souscripteur
Atradius
Montreal, QC
- Full-time
The ideal candidate will have a Bachelor’s degree and 5+ years in business and financial analysis with a focus on client relations, preferably with experience in a trade credit insurance…
Added 38 mins ago
BC
Associate or Vice President, Global Markets
BMO Capital Markets
Montreal, QC
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 38 mins ago
BC
Director, Capital Markets - Capital Allocation & Management
BMO Capital Markets
Toronto, ON
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 38 mins ago
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Meat - Manager Meat
Sobeys
Victoria, BC
- Full-time
The Meat Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 38 mins ago
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Junior Specialist, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
…This role directly assists the Senior Co-ordinator and Senior Manager in ensuring data integrity and operational excellence across the corporate real estate…
Added 38 mins ago
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Senior Manager, Applications and Engineering
TMX Group
Toronto, ON
- Full-time
The Senior Manager, Applications and Engineering oversees the end-to-end technical operations, support, and development for core Transfer Agency record-keeping and processing platforms.…
Added 38 mins ago
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Customer Experience Associate - Chipman Hill
TD
Saint John, NB
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…

Canada Life

Customer Processing Representative (Bilingual)

Montreal, QC, Canada

The base salary for this position is between $43,300 - $58,600 annually. · Full-time

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Job details

Pay: The base salary for this position is between $43,300 - $58,600 annually.
Job type: Full-time
Apply by: Nov 6, 2026
Posting language: English
Posted: Oct 7, 2026

Original job description

Permanent Full Time

We’re looking for a reliable and detail-oriented professional who enjoys working in a structured environment and takes pride in getting things done accurately and efficiently. In this role, you’ll be responsible for processing tasks, managing assigned workloads, and ensuring information is handled with care and precision.

Day to day, you’ll follow established processes, stay organized, and support team priorities to help keep operations running smoothly. Your attention to detail and ability to stay focused will be key to your success.

You’ll be part of a supportive team that values collaboration, consistency, and doing quality work. We provide clear guidance, training, and ongoing support to help you succeed in your role.

About The Role

Reporting to the Administration Manager, the Customer Processing Representative provides administrative support for Group Retirement Plans, including RRSPs, RPPs, DPSPs, and non-registered products. You will partner closely with a Group Retirement Services Customer Service Specialist to support daily caseload administration.

You will be required to learn and use the Group Pension Administration System (GPAS) and follow established Group Retirement Services (GRS) processes.

Key Responsibilities

Manage the accurate and timely processing of group and individual contributions, ensuring compliance with internal policies and regulatory standards
Review and process member applications, verifying completeness and alignment with plan requirements
Execute interfund transfers and administer the movement of member assets across investment options
Process cash withdrawals and coordinate transfers between registered plans and external financial institutions
Prepare and distribute member disclosures, monitor accounts in default status, and initiate appropriate follow-up actions
Maintain and update member and plan information within GPAS, ensuring data integrity and accuracy
Collaborate closely with administration team members and cross-functional partners, contributing to a high-performing team environment and ensuring a seamless, accurate, and client-focused service experience across all touchpoints

Qualifications And Competencies

Proficiency in Microsoft Office applications: Microsoft Word, Excel, and Outlook
Ensures accuracy in processing transactions and maintaining records
Delivers responsive and professional service, addressing inquiries effectively
Able to prioritize tasks and meet deadlines in a high-volume environment
Identifies discrepancies, investigates issues, and recommends solutions
Communicates clearly and professionally, both verbally and in writing
Takes ownership of tasks and follows through to completion
Responds effectively to changing priorities and evolving processes
Works collaboratively with peers and stakeholders to achieve shared objectives
Experience with pension or benefits administration systems (e.g., GPAS) is preferred
Knowledge of registered plans (e.g., RRSP, RRIF, TFSA) and related regulatory requirements is an asset
Willingness to complete CEBS Fundamental Courses
Bilingual (French and English)

The base salary for this position is between $43,300 - $58,600 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’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 who 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 additional investment 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 talentacquisitioncanada@canadalife.com. 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.

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More about this job

Responsibilities

Process contributions, applications, transfers, withdrawals, and member disclosures for group retirement plans, while maintaining accurate member and plan records in GPAS. Support daily caseload administration, monitor accounts requiring follow-up, and collaborate with colleagues to provide accurate, client-focused service.

Requirements

Applicants should be proficient in Microsoft Word, Excel, and Outlook, with strong accuracy, organization, communication, prioritization, and problem-solving skills. French and English bilingualism is required; experience with pension administration systems and registered plans is preferred or an asset, and willingness to complete CEBS Fundamental Courses is expected.

Skills

Microsoft Word
Microsoft Excel
Microsoft Outlook
Transaction Processing
Data Accuracy
Recordkeeping
Customer Service
Task Prioritization
Deadline Management
Discrepancy Investigation
Problem Solving
Written Communication
Verbal Communication
Adaptability
Teamwork
Bilingual Communication

Benefits

Education Reimbursement
Health Benefits
Dental Benefits
Mental Health Benefit
Vacation and Personal Days
Volunteer Day
Company-Matching Pension Plan
Share Ownership Program
Employee Discounts
Employee Recognition Programs
Career Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Group Retirement Plans
RRSP
RPP
DPSP
Non-Registered Products
Group Pension Administration System
GPAS
Group Retirement Services
GRS
Pension Administration
Benefits Administration
Registered Plans
RRIF
TFSA
Regulatory Compliance
Contribution Processing
Member Applications
Interfund Transfers
Cash Withdrawals
Asset Transfers
Member Disclosures
Account Monitoring
Data Integrity
Microsoft Word
Microsoft Excel
Microsoft Outlook
CEBS Fundamental Courses
French-English Bilingualism

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