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Added 29 mins ago
Project Coordinator
Jayson Global Roofing Inc.
AB · Edmonton, AB
Full-time
…responsible for the day to day project coordination of the office and field activities as required. The Project Coordinator will be the first point of contact for all incoming questions,…
Added 29 mins ago
Customer Support Coordinator - Part-time
DGI Supply Canada
Regina, SK
Part-time
The Customer Support Coordinator is responsible for managing Vendor Managed Inventory (VMI) programs and industrial vending solutions at assigned customer locations. Acting as the primary…
Added 30 mins ago
Factory Representative
SWS Warning Lights Inc
Niagara Falls, ON
Full-time
Job Title: Factory Representative & Solutions Advisor
Added 45 mins ago
Hallmark Merchandiser, Chateauguay, QC, J6K 5G7
Hallmark Canada
Châteauguay, QC
Part-time
Reporting to the Territory Manager, the Merchandiser is a part-time role that is an integral part of the field merchandising team. The Merchandiser will be responsible for the maintenance…
Added 45 mins ago
Hallmark Merchandiser, Fort Frances, ON, P9A 2X6
Hallmark Canada
Alberton, ON · Fort Frances, ON
Part-time
Reporting to the Territory Manager, the Merchandiser is a part-time role that is an integral part of the field merchandising team. The Merchandiser will be responsible for the maintenance…
Added 45 mins ago
Sales Support Representative - Bilingual
Mettler Toledo
Mississauga, ON
As an Inside Sales Representative for our Laboratory Division, you will play a critical role in driving growth and enabling the success of our Field Sales Organization. This position…
Added 58 mins ago
Agronomist/Sales
Sharpe Farm Supplies Ltd
Guelph, ON
Full-time
As an Agronomist / Sales Representative, you play a vital role in delivering tailored crop input solutions, sharing expert agronomic knowledge, and driving long-term success for our…
Added 1 hour ago
Field Sales Representative - Product Inspection
Mettler Toledo
Toronto, ON
As a Field Sales Representative for our Eastern Ontario and the Greater Toronto Area (GTA) you will be responsible for driving the growth of METTLER TOLEDO Product Inspection and Eagle…
Added 1 hour ago
Field Sales Representative - Product Inspection
Mettler Toledo
AB · Edmonton, Alberta
As a Field Sales Representative for our Edmonton region you will be responsible for driving the growth of METTLER TOLEDO Product Inspection and Eagle solutions within an assigned territory…
Added 1 hour ago
Spécialiste des ventes industrielles
Mettler Toledo
Quebec, QC
Mettler Toledo is seeking a Bilingual Sales Representative to cover the province of Quebec. In this role you will support and sell our weighing solution portfolio ranging from benchtop…
Added 1 hour ago
Quality Improvement Specialist
Halton Region
Oakville, ON
Conducts environmental scans, literature reviews, and best practice research to support program planning and service development.
Added 1 hour ago
Sales Support Professional (15 - 20 Month contract term role)
Siemens
Oakville, ON
$40 to $48 CAD / hour
Siemens Canada is seeking an accomplished Sales Support Professional to join our Oakville, Ontario office. This is a critical role designed for an MBA graduate with 5-7 years of progressive…
Added 1 hour ago
Technical Support Specialist
Siemens
Montreal, QC
As a key member of the Performance and Technical Support team, you will contribute to fulfilling our Technical Support and Spares Supply Agreement (TSSSA) objectives. Your role is crucial…
Added 1 hour ago
Market Development Manager
Desjardins
Casselman, ON · Embrun, ON · Caisse Desjardins Ontario_Embrun (MT)
Full-time
As a market development manager at Desjardins Ontario Credit Union, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and…
Added 1 hour ago
Retail Representative (Part-Time) Regina, Saskatchewan
Mars
Regina, SK · BOL-Mars Canada Inc.
Part-time
The Retail Representative is responsible for selling, distributing and merchandising Mars Snacking products at retail outlets (all channels) in an assigned territory. Part time hours 24…
Added 1 hour ago
Senior Advisor Onboarding & Transitions Specialist
Manulife
Winnipeg, MB · Halifax, NS · Burlington, ON · Waterloo, ON
Full-time
…Manulife Wealth and provides key onboarding and transition support to existing advisors across Canada. This position reports to the Manager, Advisor Onboarding & Transitions and directly…
Added 1 hour ago
Customer Support Coordinator - Part-time
DGI Supply
Regina, SK
Part-time
The Customer Support Coordinator is responsible for managing Vendor Managed Inventory (VMI) programs and industrial vending solutions at assigned customer locations. Acting as the primary…
Added 1 hour ago
Avionics Technical Service Representative
L3Harris Technologies
Saguenay, QC · Bagotville, Queb
Under the Bagotville Site Manager, the Avionics Technical Support Representative is responsible to provide technical Service and Expertise in the field of avionic CF-18 systems and…
Added 1 hour ago
Customer Service Representative
ArcelorMittal Produits longs Canada
Hamilton, ON
Full-time
…customer experience in a dynamic environment? The Customer Service Representative position could be the perfect fit for…
Added 1 hour ago
Simulation Technician
Saskatchewan Polytechnic Alumni
Saskatoon, SK · Greater Saskatoon Metropolitan Area
Full-time
…are Indigenous. A continued emphasis on the development of a representative workforce is one of Sask Polytech’s strategic priorities and, as an organization, we are making significant…
Added 1 hour ago
Operations Leader, Edmonton Engineering
McElhanney
AB · Edmonton, AB
Full-time
…leadership, and as part of a planned leadership transition to support the branch's future growth and long-term business strategy, we have a leadership opportunity for an enthusiastic,…
Added 1 hour ago
Intermediate Geotechnical Engineer
McElhanney
Cranbrook, BC
Full-time
…technical decisions, work directly with clients and contractors, support junior team members, and progressively take on greater ownership of…
Added 1 hour ago
Inside Sales Representative
EarthFresh
Burlington, ON
Reporting to the Director, Inside Sales, the Inside Sales Representative will play a vital role in providing exceptional customer service while supporting the sales team and ensuring a…
Added 1 hour ago
Program Manager - Connecting to Careers in Biomanufacturing & Smart Manufacturing
ACCES Employment
Brampton, ON · Mississauga, ON · Toronto, ON
…mentoring, coaching, personal branding, and employment placement support to help participants successfully complete their training and transition into demand-driven…
Added 1 hour ago
Operations Manager - Church Planting
The Christian Reformed Church in North America
Remote, Canada
Full-time · Remote
…Program Manager to implement church planting priorities and support the Church Planting Pathways outlined in the CRCNA 10-Year Church Planting Strategic…

Manulife

Customer Reporting Business Analyst

Waterloo, ON, Canada

Pay: $59,100.00 CAD - $98,500.00 CAD
Job type: Full-time
Apply by: Oct 16, 2026
Posting language: English
Posted: Oct 2, 2026

Apply About employer

Applications open in a new tab.

Original job description

The Customer Reporting Business Analyst plays an important role in ensuring that customer statements and trade confirmations are accurate, timely, clear, and compliant with operational and regulatory requirements. In this role, you will support the end-to-end statement production process by documenting requirements, validating statement content and composition, investigating issues, and collaborating with Operations and Technology teams throughout implementation. Your work will help deliver reliable customer experience, reduce operational risk, and strengthen the processes and controls that support these important communications. This is an opportunity to build deep business knowledge, influence meaningful change, and contribute to a collaborative team focused on quality and continuous improvement.

Position Responsibilities:

Lead business analysis activities related to semi-annual customer statement production, and trade confirm production including documenting business requirements and maintaining clear supporting documentation.
Create and execute statement composition testing to validate customer information, required disclosures, calculations, formatting, business rules, and the overall presentation of statements.
Collaborate with business specialists to coordinate the printing and mailing of customer statements.
Actively contribute to new product initiatives by providing subject matter expertise, documenting distribution requirements, and conducting user acceptance testing.
Analyze customer statement processes, content, data, and production exceptions to identify gaps, risks, root causes, and opportunities to improve statement quality and delivery.
Develop and maintain detailed documentation for segregated fund statement content, calculation, composition, and distribution rules, as well as related process documents, test scenarios, and procedures.
Coach and train team members, share statement-related knowledge, and promote consistent execution of statement analysis, testing, and production activities.
Collaborate with Operations, Technology, Risk, Compliance, relevant projects, and other business partners to implement statement changes, resolve production issues, and strengthen controls and the customer statement experience.

Required Qualifications:

At least three years of experience in business analysis, operations, customer reporting, customer communications, data analysis, or a related role within financial services or another regulated environment.
At least two years of experience using Microsoft Excel to analyze, reconcile, and validate statement data and investigate issues.
Experience documenting statement content and distribution requirements, performing composition or user acceptance testing, and supporting statement implementation and production activities.
Experience preparing and presenting risk reviews, recommendations, workarounds, or approval requests to senior stakeholders.
Strong analytical skills, a high degree of accuracy, and close attention to detail.
Excellent written and verbal communication skills, with the ability to explain complex information to technical and non-technical audiences.
Post-secondary education in business administration, finance, data analytics, information systems, or a related field, or equivalent relevant experience.

Preferred Qualifications:

Experience with semi-annual customer statements, statement composition, print and mail coordination, or other high-volume customer communications.
Knowledge of segregated funds, investment or insurance products, and financial services operations.
Experience supporting new product projects and providing subject matter expertise to business and technology teams.
Experience with statement composition platforms, print and mail workflows, data queries, or tools used to support customer statement production.
Experience coaching or training colleagues and creating detailed business or process documentation.
Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

When you join our team:

We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Referenced Salary Location

CAN, Ontario, Waterloo, 500 King Street North

Working Arrangement

Hybrid

Salary range is expected to be between

$59,100.00 CAD - $98,500.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

Apply About employer

More about this job

Responsibilities

The Business Analyst will lead the end-to-end production of customer statements and trade confirmations by documenting requirements and validating data accuracy. They will collaborate with Operations and Technology teams to implement process improvements, resolve production issues, and ensure compliance with regulatory standards.

Requirements

Candidates must have at least three years of experience in business analysis or financial operations and proficiency in Microsoft Excel for data validation. A post-secondary education in a relevant field such as finance, business administration, or data analytics is required.

Skills

Business analysis
Data analysis
Microsoft Excel
Reconciliation
User acceptance testing
Regulatory compliance
Risk management
Documentation
Financial services
Communication
Stakeholder management
Process improvement
Quality assurance
Project support
Technical collaboration

Benefits

Health insurance
Dental insurance
Mental health support
Vision insurance
Short-term disability
Long-term disability
Life insurance
AD&D insurance
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans
Pension
Global share ownership plan
Paid time off

Visa sponsorship

Not detected in the job text

Keywords

Business Analyst
Customer Reporting
Financial Services
Data Analysis
Microsoft Excel
Regulatory Requirements
User Acceptance Testing
Risk Management
Statement Production
Operations
Technology
Compliance
Segregated Funds
Investment Products
Insurance Products
Process Documentation
Stakeholder Management
Quality Assurance
Business Rules
Data Queries

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