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Added 24 mins ago
Customer Service Specialist
The Canada Life Assurance Company
London, ON
Added 24 mins ago
Investment Reporting Analyst | Great West
The Canada Life Assurance Company
Winnipeg, MB
Added 24 mins ago
Customer Service Specialist
The Canada Life Assurance Company
London, ON
Added 2 hours ago
Wealth Management Intern (Student/New Grad Position)
The Canada Life Assurance Company
Toronto, ON
Added 2 hours ago
Distribution Digital Support Specialist (Bilingual 12 month contract)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON · Montreal, QC
Added 4 hours ago
Graphic Designer, VPI (Value Partners Investments)
The Canada Life Assurance Company
Winnipeg, MB
Added 2 days ago
Administrative Assistant (12 Month Contract)
The Canada Life Assurance Company
Langley (District), BC · Vancouver, BC · Langley, Brit
Added 3 days ago
Data Feeds Specialist (Contract position)
The Canada Life Assurance Company
Winnipeg, MB · Kitchener, ON · London, ON · Ottawa, ON
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Représentant, Traitement, Clients (Bilingue)
The Canada Life Assurance Company
Montreal, QC
Added 3 days ago
Customer Processing Representative (Bilingual)
The Canada Life Assurance Company
Montreal, QC
Added 4 days ago
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The Canada Life Assurance Company
Montreal, QC
Added 4 days ago
Bilingual Customer Service Specialist
The Canada Life Assurance Company
Montreal, QC
Added 4 days ago
Client Service Processor, temporary 6-month contract
The Canada Life Assurance Company
London, ON
Added 4 days ago
Client Service Processor
The Canada Life Assurance Company
London, ON
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The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Added 4 days ago
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The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
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The Canada Life Assurance Company
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Account Manager Group Benefits
The Canada Life Assurance Company
Toronto, ON
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Program Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Added 4 days ago
Directeur bilingue, Tarification - Assurance vie
The Canada Life Assurance Company
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Director, Life Underwriting
The Canada Life Assurance Company
Canada
Added 5 days ago
Investment Associate (Contract position)
The Canada Life Assurance Company
Winnipeg, MB
Added 5 days ago
Senior Advisor Associate
The Canada Life Assurance Company
ON · Mississauga Ontario, ON
Added 5 days ago
Operational Resilience Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Added 5 days ago
Assistant Vice President, Process Excellence
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON

The Canada Life Assurance Company

Customer Service Specialist

London, ON, Canada

The base salary for this position is between $48,400 - $72,600 annually.

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Job details

Pay: The base salary for this position is between $48,400 - $72,600 annually.
Apply by: Nov 21, 2026
Posting language: English
Posted: Nov 9, 2026

Original job description

Permanent Full Time

Reporting to the Associate Manager in Wealth Operations, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients’ segregated fund and guaranteed policies in support of our distribution partners

What you will do

Processing transactions for segregated fund and guaranteed policies
Reviewing transactions entered by MGA/Dealer offices
Providing exceptional, professional, customer service to our internal and external customers
Communicating with advisors’ requirements to turn “not in good order” trades into “in good order” trades
Meeting service standards to minimize financial impact
Handle various complex files and adjustments

What you will bring

Excellent written communication skills
Attention to detail
Team player committed to achieving team objectives
Self-motivated and enjoy a busy work environment
Ability to meet strict daily deadlines
Ability to organize and prioritize daily responsibilities
Excellent keyboarding skills with minimal errors
Knowledge of Investment types (RRSP, Non-Reg, TFSA, etc)
FundServ, Unitrax, OnBase knowledge is an asset.
Bilingual is an asset

The base salary for this position is between $48,400 - $72,600 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

You will be responsible for the accurate and timely processing of financial and non-financial transactions for segregated fund and guaranteed policies. Additionally, you will provide professional customer service to internal and external clients while resolving trade discrepancies.

Requirements

The ideal candidate possesses excellent written communication skills, strong attention to detail, and the ability to meet strict daily deadlines. Knowledge of investment types such as RRSP and TFSA is required, while experience with FundServ, Unitrax, and OnBase is considered an asset.

Skills

Customer service
Financial transaction processing
Attention to detail
Written communication
Time management
Keyboarding
Investment knowledge
FundServ
Unitrax
OnBase
RRSP
TFSA
Problem solving
Teamwork
Data entry

Benefits

Health benefits
Dental benefits
Mental health benefit
Education reimbursement
Pension plan
Share ownership program
Volunteer day
Employee discounts
Mentorship programs

Visa sponsorship

Not detected in the job text

Keywords

Customer Service Specialist
Wealth Operations
Segregated funds
Guaranteed policies
Financial transactions
MGA
Dealer offices
RRSP
TFSA
FundServ
Unitrax
OnBase
Data processing
Investment
Canada Life
Hybrid
Financial services

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