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Added 46 mins ago
R&
Operations Officer II
Robertson & Company Ltd.
Mississauga, ON
- Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 1 hour ago
IW
Product Specialist, Investment Products - Winnipeg, Toronto
IG Wealth Management
ON · Ontario, Canada
- Full-time
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…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 16 hours ago
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Financial Service Representative
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Financial Services Representative II
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…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 18 hours ago
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Financial Services Representative II (Polish Speaking)
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Director Threat Intelligence
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Financial Planner- SW, Calgary
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Investment Advisor I
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TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.

Co-operators

Group Retirement Administration Representative

Regina, SK, Canada

Expected salary range $43,550 - $72,583 · Full-time

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Job details

Pay: Expected salary range $43,550 - $72,583
Job type: Full-time
Experience: Having 2-3 years of experience in employee benefits, payroll management, or pension plan administration and investments would be considered an asset.
Posting language: English
Posted: Oct 6, 2026

Original job description

Company: CLIC Department: Individual Life & Wealth Management Employment Type: Regular Full-Time Work Model: Hybrid (2 days in office) Language: This role operates in English. Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

Our Individual Insurance, Individual Wealth Management, and Group Retirement & Savings teams deliver products and services that provide financial security to Canadians. Along with our distribution partners, we help our clients with some of their most important needs: protecting their families’ lifestyle in the event of a death, disability or illness; reaching their saving goals; and building a secure and comfortable retirement. We operate with a high level of trust, integrity, and inclusivity to produce positive impacts for all our stakeholders.

As the Group Retirement Administration Rep, you are the liaison between The Co-operators Life Insurance Company (CLIC) and Gallagher (ATG). You will utilize your pension knowledge to ensure appropriate record keeping on behalf of members and Sponsors by the outsourced solution for record keeping. You will participate in the first tier of call resolution for all Wealth Group clients, and will be the contact for administrative issues requiring investigation and resolution.

How you will create impact:

Receive and process client deposits for RRSP and pension groups.
Ensure pre-authorized debit (PAD) amounts are accurate and withdrawn in a timely manner as per finance guidelines.
Process payments for members on LTD and retiring allowance payments.
Process withdrawals, forfeitures, transfer statements and payments.
Investigate and respond to general inquiries from employers and members regarding group retirement accounts, escalating to Sales & Service personnel as appropriate.
Create, reconcile and review reports for accuracy and reasonableness.
Coordinate Annual Information Returns and maintain and reports on unclaimed property.
Prepare files requested by internal and external audit to ensure compliance and adherence to service standards.

To join our team:

You have completed some post-secondary courses including Benefits, Investments, and Pension Plan Administration.
Having 2-3 years of experience in employee benefits, payroll management, or pension plan administration and investments would be considered an asset.
Having a CEB or CEBS certification is considered an asset.
Having a LOMA AAPA designation is considered an asset.

How you will succeed:

You influence change and are committed to continuous improvement, in order to exceed client expectations.
You leverage critical thinking skills to identify problems and proactively propose solutions.
Your strong communication skills allow you to clearly convey messages.
You’re an effective team player who shares knowledge to support our peers.

What you need to know:

You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

Training and development opportunities to grow your career.
Flexible work options and paid time off to support your personal and family needs.
A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
Paid volunteer days to give back to your community.
In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Expected salary range $43,550 - $72,583

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

Apply About employer

More about this job

Responsibilities

The representative acts as a liaison between the company and outsourced record-keeping partners to manage pension and group retirement accounts. Responsibilities include processing client deposits, withdrawals, and payments while investigating and resolving administrative inquiries.

Requirements

Candidates should have completed post-secondary courses in benefits, investments, or pension administration. Two to three years of relevant experience in payroll, benefits, or pension plan administration is considered an asset.

Skills

Pension administration
Record keeping
Client service
Data reconciliation
Critical thinking
Communication
Payroll management
Employee benefits
Investment administration
Problem solving
Reporting
Audit compliance

Benefits

Training and development opportunities
Flexible work options
Paid time off
Physical and mental health programs
Paid volunteer days
Pension
Health and wellness coverage
Dental coverage
Disability coverage
Life insurance
Mental health support
Employee assistance program

Visa sponsorship

Not detected in the job text

Keywords

Group Retirement
Pension Plan Administration
Wealth Management
RRSP
LTD
Pre-authorized debit
Record keeping
Annual Information Returns
Unclaimed property
Audit
CEB
CEBS
LOMA AAPA
Financial services
Client service
Payroll management
Employee benefits
Investments
Compliance
Reporting

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