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Added 14 mins ago
PC
Service Management Analyst
Payments Canada
ON · Ontario, Canada
- $73,500 to $122,500 CAD / year
- Full-time
Establish and maintain a sound understanding of all external application functions (both Payments Canada and host platforms).
Added 43 mins ago
Instrumentation and Communication Work Leader
FortisBC
Surrey, BC
Sound computer literacy including advanced knowledge of application software used in the department.
Added 43 mins ago
R
Financing Specialist
RBC
Langley (District), BC · Vancouver, BC
- Full-time
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Added 43 mins ago
C
Assistant Manager
Cineplex
Summerside, PE · CPX Summerside
- Part-time
Added 44 mins ago
TI
AS400 Application Support Specialist (AMS)
TEKFORTUNE INC
Toronto, ON · Scarborough, ON
- Contract
Job Description: AS400 Application Support Specialist (AMS)
Added 44 mins ago
WR
Registered Practical Nurse
Windsor Regional Hospital
Windsor, ON
- Full-time
Perioperative Certificate; required – please provide a copy of your certification with your application
Added 1 hour ago
VH
Mental Health Group Facilitator - Temporary Part-Time
VHA Home HealthCare
Toronto, ON
- Part-time
Our online application should take about 5 to 10 minutes to complete.
Added 1 hour ago
UC
Maintenance Technician I
UniFirst Corporation
Calgary, AB
- Full-time
Added 1 hour ago
SA
Career Advisor
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…to following up with every candidate. Please know that each application is thoughtfully reviewed, and you will hear from us either…
Added 1 hour ago
LC
Suppliers Quality and Food Safety Manager
Lactalis Canada
Toronto, ON · Etobicoke, ON
- Full-time
…packaging) for industrial trial accordingly to finish product application, with all risks under controls or mitigation plan with acceptance of remaining…
Added 1 hour ago
Intermediate I&C Engineer (Contract)
Trans Mountain
Calgary, AB
Candidates may submit their application in English or French. To apply in French, please use our French careers site: Careers (French)
Added 2 hours ago
UO
Jarislowsky Chair in Public Sector Management
University of Ottawa
Ottawa, ON · Social Sciences Building
- Full-time
The committee will begin to consider application on after 30 days of posting and will continue until the position is filled.
Added 2 hours ago
Program Administrator - Health and Social Development
Okanagan College
Kelowna, BC
Added 2 hours ago
Control and Automation Engineer-in-Training
Hatch
Saskatoon, SK
Note: Applicants must submit a transcript (official or unofficial) upon application.
Added 2 hours ago
H
Nurse B - Project Coordinator
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…relating to the qualifications of the position. By submitting your application, you consent to your application history and talent profile being shared with Human Resources and the…
Added 2 hours ago
H
Nurse B - Project Coordinator
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
…relating to the qualifications of the position. By submitting your application, you consent to your application history and talent profile being shared with Human Resources and the…
Added 2 hours ago
P
Salesforce Developer
Panasonic
Mississauga, ON
- Full-time
Panasonic Canada Inc. is currently looking to hire for the position of Salesforce Developer.
Added 3 hours ago
DB
Part Time Bridal Sales
David's Bridal
Langley (District), BC · Langley, BC
- Part-time
Added 3 hours ago
R
Client Advisor
RBC
Sudbury, ON
- Full-time
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Added 3 hours ago
P
Corporate Tax, Senior Manager
PwC
Calgary, AB
- Full-time
…tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax…
Added 3 hours ago
EV
Geotechnical Engineer or Engineer-in-Training
Elk Valley Resources
Elkford, BC
- $91,300 to $126,800 CAD / year
To all applicants, your interest and effort are sincerely appreciated. While we thank everyone for their application, only those selected for an interview will be contacted. Successful…
Added 3 hours ago
SL
Bilingual Financial Service Consultant- Insurance
Sun Life
AB · MB · NB · NS · Ottawa, ON · Toronto, ON · Waterloo, ON · ON · Montreal, QC · Sun Life Montreal Metcalfe
- Full-time
Added 3 hours ago
Sr Client Support Consultant
The Canada Life Assurance Company
Winnipeg, MB
Added 3 hours ago
Administration Service Specialist (6-month contract)
The Canada Life Assurance Company
Winnipeg, MB
Added 3 hours ago
Director, Network & Security AI and Automation
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON

The Canada Life Assurance Company

Sr Client Support Consultant

Winnipeg, MB, Canada

The base salary for this position is between $53,900 - $89,800 annually.

Apply About employer

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Job details

Pay: The base salary for this position is between $53,900 - $89,800 annually.
Apply by: Nov 6, 2026
Posting language: English
Posted: Oct 29, 2026

Original job description

Permanent Full Time

Join our Institutional Investment Solutions team as an Sr Client Support Consultant, Client Support, where you'll play a key role in delivering exceptional service to pension plans, institutional investors, consultants, and internal stakeholders. In this highly collaborative role, you'll act as a trusted resource for client reporting, request-for-proposal (RFP) support, and operational initiatives that contribute to client retention and business growth.

Working closely with investment counsellors, consultants, portfolio managers, and internal partners, you'll help ensure our clients receive timely, accurate, and meaningful information to support their investment governance and decision-making needs. You'll also contribute to strategic projects that enhance the client experience and strengthen our service offering.

This role requires strong people skills, dedication to putting the client at the center of what we do, likes working as a part of a team, Microsoft skills (Word, PowerPoint, Excel, Power BI) and an organized approach with the ability to handle a demanding workload (especially end of quarter).

What you will do

Serve as a primary internal point of contact for institutional clients, consultants, and internal partners, delivering responsive, professional, and solutions-focused support.
Partner with portfolio managers, compliance, legal, operations, and other internal stakeholders to gather information, resolve inquiries, and deliver client solutions
Coordinate and prepare client reporting, including quarterly, monthly, ad hoc, and compliance-related reporting for complex institutional investment accounts.
Input investment data into Morningstar Direct portfolio analytics software, producing client-specific performance exhibits.
Act as a subject matter expert in the completion of Requests for Proposals and due diligence questionnaires
Maintain consultant databases and client specific investment information platforms, ensuring data accuracy and supporting market-facing and client specific information needs.
Support and lead continuous improvement initiatives that enhance processes, reporting accuracy, operational efficiency, and the overall client experience.
Act as our team’s security coordinator (e.g. unsuspend users, submit tickets for new software and access to drives) and help coordinate the onboarding and offboarding of team members
Provide guidance, training, and mentorship to team members and business partners on reporting processes, systems, and best practices.

What you will bring

5+ years of experience in client service, investment operations, institutional investments, pensions, group retirement services, wealth management, financial services, or a related industry.
Strong understanding of institutional investment products, investment performance measurement, pension plans, or investment reporting.
Proven ability to manage multiple priorities and deadlines while maintaining a high degree of accuracy and attention to detail.
Excellent written and verbal communication skills, with the ability to collaborate effectively with internal partners to understand, articulate, and address client information needs.
Strong analytical and problem-solving skills, with a demonstrated ability to investigate issues and develop practical solutions.
Experience coordinating complex projects, client deliverables, or business initiatives involving multiple stakeholders.
Advanced proficiency with Microsoft Office, particularly Excel, Power BI and PowerPoint, and the ability to work effectively with data and reporting tools.
Comfort with leveraging CoPilot and using it to seek ways to improve productivity (e.g. through agents).
Demonstrated commitment to client service excellence, teamwork, continuous learning, and building strong professional relationships.

The base salary for this position is between $53,900 - $89,800 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

The role involves serving as a primary point of contact for institutional clients and coordinating complex investment reporting and RFP support. You will also collaborate with internal stakeholders to resolve inquiries and lead continuous improvement initiatives to enhance the client experience.

Requirements

Candidates must have 5+ years of experience in investment operations, wealth management, or a related financial services field. Proficiency in Microsoft Office tools, particularly Excel and Power BI, along with strong analytical and communication skills, is required.

Skills

Client service
Investment operations
Institutional investments
Pension plans
Investment reporting
Microsoft Office
Excel
Power BI
PowerPoint
Morningstar Direct
Project management
Analytical skills
Problem-solving
Communication skills
CoPilot
Data analysis

Benefits

Career development
Education reimbursement
Flexible health and dental benefits
Mental health benefit
Volunteer day
Company-matching pension plan
Share ownership program
Employee recognition programs
Employee discounts

Visa sponsorship

Not detected in the job text

Keywords

Institutional Investment Solutions
Client Support
Pension Plans
RFP
Investment Governance
Morningstar Direct
Portfolio Analytics
Due Diligence
Compliance
Wealth Management
Financial Services
CoPilot
Data Accuracy
Operational Efficiency
Mentorship
Stakeholder Management
Reporting
Investment Products
Project Coordination

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