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Added 7 mins ago
RB
Banking Advisor
Royal Bank of Canada
Cambridge, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 7 mins ago
RB
Banking Advisor
Royal Bank of Canada
Regina, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 7 mins ago
RB
Banking Advisor
Royal Bank of Canada
Saskatoon, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 7 mins ago
RB
Banking Advisor
Royal Bank of Canada
Gravenhurst, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 7 mins ago
RB
Bilingual Operations Specialist
Royal Bank of Canada
Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
As an Operations Specialist within the CARDs EAC (Expert Advice Centre) Team your primary responsibility is providing professional, attentive, and accurate information on credit card…
Added 7 mins ago
RB
Banking Advisor Intern
Royal Bank of Canada
Oakville, ON
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 8 mins ago
TP
Industrial Electrician – Technical Representative
Team Power Solutions
Regina, SK
- $160,000 to $200,000 CAD / year
- Full-time
Provides electrical support including, but not limited to, low and high voltage power systems, controls, applications, repairs, installations, maintenance and consulting. Mentors team…
Added 8 mins ago
PC
District Energy Project Engineer
Pinchin Canada
Burnaby, BC
- Full-time
…through detailed design, construction review, and operational…
Added 8 mins ago
V
Technical and Regulatory Specialist
Veolia
Ottawa, ON
- Full-time
The Technical and Regulatory Specialist serves as a critical national resource for Canadian operations, combining advanced technical expertise with rigorous regulatory oversight. Operating…
Added 8 mins ago
P
System Configuration Specialist / Spécialiste en configuration de systèmes (CS005)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Reporting to the Regional Installation Manager, the System Configuration Specialist plays a key role in supporting Our Client's operations by configuring, troubleshooting, and maintaining…
Added 8 mins ago
SR
Allergist
SYMY Recruitment
AB · Alberta, Canada
- Full-time
Our client is a growing, patient-centered practice seeking a Clinical Immunologist and Allergist to join its team in Edmonton, Aberta. The clinic is a preferred referral destination for…
Added 9 mins ago
W
Lead Layout and Design Specialist , Mining and Minerals
Worley
Oakville, ON
- Full-time
…Leveraging extensive experience and AI-enabled delivery, we support customers in navigating complexity as they meet today's needs and transition to more sustainable…
Added 9 mins ago
SL
Service Specialist
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in…
Added 9 mins ago
C
Client Engagement Associate [Hourly]
CIBC
Windsor, ON
- Part-time
…leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support -…
Added 9 mins ago
C
Watches & Fine Jewelry Sales Specialist
CHANEL
Toronto, ON · HOLT RENFREW YORKDALE WFJ
- Full-time
As a Watch & Fine Jewelry Specialist, your role will be to help maximize and support all sales opportunities while maintaining the CHANEL standards for W&FJ. You will also create strong…
Added 9 mins ago
B
Wealth & Tax Planning Consultant, Private Wealth
BMO
Montreal, QC · IBMM
- Full-time
…planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in…
Added 10 mins ago
SH
Provincial Chief Medical Officer
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Department / Unit: SH Newport- Medical Specialist Services
Added 10 mins ago
Graduate Program Services Officer
University of Saskatchewan
Saskatoon, SK
Provides advice and support to academic units in client portfolio on CGPS policies and procedures, including graduate student admissions, registration, leaves, extensions, program of…
Added 10 mins ago
A
Spécialiste des Systèmes d’Atterrissage / Landing Systems Specialist
Airbus
Mirabel, QC · Montreal, QC
- Full-time
…long du cycle de vie complet du produit (de la conception au support en…
Added 10 mins ago
CF
MFS Program Specialist PT
Canadian Forces Morale and Welfare Services
Cold Lake, AB
- Part-time
…services, access to retail savings and discounts and offers family support and organizes charity…
Added 10 mins ago
V|
Technical and Regulatory Specialist
Veolia | North America
Ottawa, ON
- Full-time
The Technical and Regulatory Specialist serves as a critical national resource for Canadian operations, combining advanced technical expertise with rigorous regulatory oversight. Operating…
Added 10 mins ago
TP
HR Employment Documentation Specialist
The Portfolio Group
Toronto, ON
- $70,000 to $80,000 CAD / year
- Full-time
In this client-facing role, you will provide HR support and guidance focused on employment documentation, working closely with clients to create, review, and update documentation while…
Added 10 mins ago
VE
Technical and Regulatory Specialist
Veolia Environnement SA
Ottawa, ON
- $70,000 to $75,000 CAD / year
- Full-time
The Technical and Regulatory Specialist serves as a critical national resource for Canadian operations, combining advanced technical expertise with rigorous regulatory oversight. Operating…
Added 10 mins ago
UI
Auto Body Parts Specialist
UAP Inc.
Moncton, NB
- $18.8 to $21.75 CAD / hour
- Full-time
Whatever the division you join, your knowledge will be essential for our team. When a client needs a part, our trusted parts specialists are there to answer their questions and help them…
Added 10 mins ago
R
Banking Advisor
RBC
Cambridge, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…

STRIVE Recruitment Inc.

Contract Specialist

Hamilton, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 5, 2026
Experience: Minimum 1–2 years in insurance or financial services, with direct experience in contracts, transfers, or MGA operations
Posting language: English
Posted: Nov 5, 2026

Original job description

Hamilton, ON

$60,000 - $65,000 annually

About Us

STRIVE is a specialist recruitment firm offering proactive recruitment solutions in Accounting & Finance, Corporate Administration, and Manufacturing Operations. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs

The Role

Our client is seeking a highly detail-oriented and experienced Contract Specialist to join their growing team on a permanent basis. This position plays a vital role in coordinating and managing the smooth transfer of advisor blocks of business, whether through MGA changes or buy/sell agreements. The ideal candidate has experience with transfers, contracts, and working with insurance carriers or MGAs, and thrives in a fast-paced, collaborative environment.

Advantages

$60,000 – $65,000 annually (based on experience)
9 AM – 5 PM, 1-hour lunch
Stable opportunity with long-term potential
Join a collaborative and supportive team of 4
Employer-paid benefits
Vacation after probation
Fully on-site to start, hybrid option available after 6 months

Responsibilities

Manage inbound and outbound advisor block transfers
Collaborate with carriers, MGAs, and segregated fund providers to ensure accurate, timely completion
Submit and track required documentation for valuations and payments
Support orphan client reassignment and business transfers for deceased advisors
Review and reconcile client listings from carrier portals
Maintain accuracy of advisor profiles and transfer records in internal systems
Update WealthServ and FundServ systems to reflect business movements
Track and report progress using internal trackers and Apexa
Partner with onboarding and contracting teams to support advisor transitions

Requirements

Minimum 1–2 years in insurance or financial services, with direct experience in contracts, transfers, or MGA operations
Proficiency in Apexa is required; WealthServ and/or FundServ experience is an asset
Strong verbal and written communication skills to coordinate with internal teams and external stakeholders
Ability to manage multiple moving parts with attention to accuracy and timelines
Comfortable working in a fast-paced, detail-heavy environment

#INDSTRIVE3

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More about this job

Responsibilities

Manage inbound and outbound advisor block transfers, coordinating with carriers, MGAs, and segregated fund providers to complete documentation, valuations, and payments accurately and on time. Maintain transfer records and advisor profiles, update WealthServ and FundServ, track progress in Apexa and internal tools, and support advisor transitions and client reassignment.

Requirements

Requires at least 1–2 years of experience in insurance or financial services, with direct experience in contracts, transfers, or MGA operations. Apexa proficiency is required; WealthServ or FundServ experience is an asset, along with strong communication, accuracy, and the ability to manage multiple tasks in a fast-paced environment.

Skills

Contract Management
Advisor Block Transfers
Insurance Operations
MGA Operations
Documentation Management
Carrier Coordination
Client Listing Reconciliation
Data Accuracy
Apexa
WealthServ
FundServ
Progress Tracking
Written Communication
Verbal Communication
Attention to Detail
Time Management

Benefits

Employer-Paid Benefits
Vacation After Probation

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Financial Services
Contracts
Advisor Block Transfers
MGA
Buy-Sell Agreements
Insurance Carriers
Segregated Fund Providers
Valuations
Payments
Orphan Client Reassignment
Deceased Advisor Transfers
Client Listings
Advisor Profiles
Transfer Records
WealthServ
FundServ
Apexa
Onboarding
Contracting
Documentation
Internal Trackers

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