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Added 10 mins ago
CL
Actuarial Analyst/Associate
Canada Life
Toronto, ON
- Full-time
This role may be filled at either the Actuarial Analyst or Actuarial Associate level. Placement will be determined based on the successful candidate's actuarial exam progress, experience,…
Added 10 mins ago
A
MDM QA Engineer
Azulity
Engineer, BC
- Full-time
As an MDM Data Analyst, you will be a key member of the MDM team, responsible for developing and maintaining match strategies using data from various sources, including Credentialing and…
Added 10 mins ago
A
Data Engineer
Azulity
Engineer, BC
- Full-time
As an MDM Data Analyst, you will be a key member of the MDM team, responsible for developing and maintaining match strategies using data from various sources, including Credentialing and…
Added 10 mins ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
…advisor outcomes, and support the achievement of investment program objectives. Oversees the full project lifecycle, balancing investment management priorities, regulatory requirements,…
Added 10 mins ago
K
Senior Technical Solutions Analyst - Maximo
Keyera
Calgary, AB
- Full-time
…employer-funded pension plan to our Keyera Connects social investment program and paid employee volunteer days, we’re focused on empowering our people and…
Added 10 mins ago
RB
Analyst, Global Physical Security Operations Center (Global Security)
Royal Bank of Canada
Vancouver, BC
- Full-time
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Added 25 mins ago
Business Analyst - Halifax
Mariner
Halifax, NS
We are looking for an experienced Business Analyst to join our team for an onsite engagement in Halifax. In this role, you will work closely with business and technical stakeholders to…
Added 1 hour ago
FN
Policy Analyst, Benefits Management
First Nations Health Authority
Vancouver, BC · Metro Vancouver A, BC
- Full-time
As the Policy Analyst, Benefits Management you will lead policy analysis, research, program evaluation, and strategic planning activities to support the development, modernization, and…
Added 2 hours ago
E
HR Service Center Analyst
Extendicare
Markham, ON · Extendicare (Canada) Inc (Steeles Ave.)
- Full-time
Reporting to the Senior Manager, Employee Service Centre, the HR Service Centre Analyst serves as the first point of contact for employees and managers seeking support on a broad range of…
Added 3 hours ago
C
Finance Sr Analyst
CBRE
Toronto, ON
- Full-time
…experience. The salary range being offered for this Sr Financial Analyst position is between $78,000 annually and $85,000 annually. The compensation that is provided to a successful…
Added 3 hours ago
LC
Analyst, Master Data
Loblaw Companies Limited
Toronto, ON
- Full-time
Article Analyst, Data Operations, Brampton, ON
Added 3 hours ago
SM
Business Analyst – Senior - RQ11545
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Business Analyst to work as part of the Project Management & Program Delivery project team. The successful candidate will collaborate with the core project team,…
Added 3 hours ago
SM
Business Analyst – Senior - RQ11545
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Business Analyst to work as part of the Project Management & Program Delivery project team. The successful candidate will collaborate with the core project team,…
Added 3 hours ago
SM
Business Analyst – Senior - RQ11545
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Business Analyst to work as part of the Project Management & Program Delivery project team. The successful candidate will collaborate with the core project team,…
Added 4 hours ago
MJ
Financial Analyst - Mental Health & Addictions
Manufacturing Job Site
Thunder Bay, ON
- Full-time
Reporting to the Manager – Financial Services, the Financial Analyst – Mental Health & Addictions (MH&A) is responsible for supporting the MH&A portfolio through statistical data analysis,…
Added 4 hours ago
TI
Business Analyst – AI & Localization Workflows
TRSB Inc.
Montreal, QC
- Full-time
TRSB is seeking a Business Analyst – AI & Localization Workflows to support our innovation initiatives in AI-powered translation and localization processes.
Added 4 hours ago
CC
Industrial Automation Specialist
Club Coffee LP
Toronto, ON
- $85,000 to $100,000 CAD / year
- Full-time
Reporting to the Production Business Analyst, The Industrial Automation Specialist will administer and maintain AVEVA SCADA and MES platforms, own all integration layers and serve as…
Added 4 hours ago
A
Identity Analyst
ATB
Edmonton, AB · Calgary, AB
- Full-time
As ATB’s next Enterprise Identity Analyst, you will be a strong team player with a knack for solving complex problems and translating technical information into action items. You’ll be…
Added 4 hours ago
A
Analyst/Associate, Corporate Banking, Structuring and Execution Team
ATB
Calgary, AB
- Full-time
As an Analyst / Associate on the Structuring and Execution team within Corporate Banking, ATB Cormark Capital Markets, you will provide critical underwriting support to the Directors,…
Added 5 hours ago
NS
Senior Systems Analyst - Renal Program
Nova Scotia Health Authority
Halifax, NS
- Full-time
The Renal Senior System Analyst reports to the Renal Program Manager, Informatics and Reporting, and plays a key role in transforming healthcare data into actionable information that…
Added 5 hours ago
B
Financial Analyst, Engineering
Bombardier
Dorval, QC
- Full-time
With our employees’ well-being top of mind, we offer a comprehensive and competitive Benefits Program, which includes the following:
Added 5 hours ago
C
Lead Threat Intelligence Engineer
CapitalG
Toronto, ON
- Full-time
Shape vendor purchases and tooling rollouts - OSINT and dark-web monitoring, feeds, enrichment - as the program's collection needs take form
Added 5 hours ago
R
Senior Business Systems Analyst- EN
RBC
Montreal, QC
- Full-time
Bachelor’s degree in computer science, Data Science or a related field with 5+ years as a Business Systems Analyst, preferably in financial services.
Added 5 hours ago
FT
Sales Operations Coordinator
Fast Tire Co
Vaudreuil-Dorion, QC
- Full-time
As a Sales Operations Coordinator, reporting to the Senior Business Analyst, you'll play a key role within the Marketing team, serving as the primary liaison between Marketing, Sales, and…
Added 6 hours ago
GO
Senior Policy Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
The Program and Policy Analyst functions as a senior analyst to lead the development, implementation, evaluation and monitoring of provincial policy and initiatives that support strategic…

Manulife

Customer Reporting Business Analyst

Waterloo, ON, Canada

$59,100.00 CAD - $98,500.00 CAD · Full-time

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Job details

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

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.

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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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