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Added 29 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
…AI and integration solution development, project execution, reporting and analytics, and information management practices. The role serves as a key liaison between Information Technology…
Added 1 hour ago
MD
Architectural Team Lead - Entitlements
MG2 Design
ON · Ontario, Canada
- Full-time
…construction documents through construction administration, reporting to the client the project status throughout the life of the…
Added 1 hour ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Deliver timely and accurate monthly financial reporting and variance analysis for service revenue, gross margin, SG&A, and operating income.
Added 1 hour ago
R|
Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Assess protocol compliance, informed consent, source documentation, data quality, safety reporting, investigational product management, and essential document maintenance.
Added 1 hour ago
R|
Project Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
Budget and financial management: Develop and monitor multi-site budgets, track expenditures and projections, and identify opportunities to optimize resources and reduce costs.
Added 1 hour ago
R|
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 1 hour ago
LC
Pharmacist, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
AB · Edmonton, AB
- Part-time
Ensure all requirements for documentation and control of substances under the Controlled Drugs and Substances Act and Regulations are met and reporting to Health Canada and regulatory bodies
Added 1 hour ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
The role supports multiple revenue streams, including research grants, contracts, and administrative and operational revenues, within a diverse financial environment
Added 1 hour ago
OC
Marketing And Business Development Coordinator
Options Consulting Solutions
Toronto, ON
- $68,000 to $73,000 CAD / year
- Full-time
Reporting to the Director in Marketing and working closely with the larger Marketing team, the Coordinator will partner with senior leadership and other key stakeholders to:
Added 1 hour ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 2 hours ago
W
Global Category Manager, IT & Finance
WIDIA
Belleville, ON
- Full-time
Manage Finance categories including audit, tax, banking, insurance, consulting, financial systems, and other finance-related services.
Added 2 hours ago
BT
Assurance and Advisory Manager – Audit
Baker Tilly Canada
Dartmouth, NS
- Full-time
Compile and review financial statements and related note disclosures to ensure in accordance with applicable financial reporting frameworks
Added 2 hours ago
AS
Quality Engineer
AgileGrid Solutions
Canada
- Full-time
CoolIT has received recognition for its growth and innovation, including being named to the Financial Times list of The Americas’ Fastest Growing Companies in 2023, receiving the Deloitte…
Added 2 hours ago
VC
Project Manager II
Vancouver Coastal Health
Richmond, BC
- $55.27 to $79.45 CAD / hour
- Full-time
Reporting to the Project Director or Steering Committee, the Project Manager leads and directs all aspects of assigned projects for designated programs/services within a Community of Care…
Added 2 hours ago
VC
Project Coordinator, Medical Quality Improvement
Vancouver Coastal Health
Vancouver, BC
- $32.44 to $46.64 CAD / hour
- Full-time
Provide expertise in the financial and technical review, evaluation and maintenance of the project documentation, project management tools and executive reports for their specific Vancouver…
Added 2 hours ago
VC
Advisor, Security Operation Centre (SOC) and Analytics
Vancouver Coastal Health
Vancouver, BC
- $35.37 to $50.85 CAD / hour
- Full-time
Degree in a related field supplemented by financial and project management courses and three (3) years’ recent, related experience in a complex health care environment with progressively…
Added 3 hours ago
AI
Specialist, Marketing Technology (12-month contract)
AGF Investments
Toronto, ON
- Contract
…capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans,…
Added 4 hours ago
P
Ingénieur(e) senior en gestion de projets et optimisation des ressources
PepsiCo
Levis, QC
- Full-time
Reporting directly to the Senior Project Manager for Eastern Canada, the project engineer will play a key role in planning, executing, and optimizing engineering initiatives, while…
Added 4 hours ago
BS
Bilingual Director, Communications and Marketing
Bilingual Source
Stoney Creek, NB
- $128,000 to $165,000 CAD / year
- Full-time
Ensure communications activities meet applicable federal policies, accessibility requirements and reporting obligations.
Added 6 hours ago
CC
Campus Director
CDI College
Surrey, BC
- Full-time
This position is responsible for the overall leadership, operations, and financial management of the CDI College Surrey campus. Key priorities include driving student enrollment and…
Added 7 hours ago
MF
Funding and Data Officer
McConnell Foundation
Toronto, ON
- Full-time
…and climate change. We do this through a variety of means: financial contributions and investment, capacity building, consultation and collaboration with the public, private and non-profit…
Added 7 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
Deliver timely and accurate monthly financial reporting and variance analysis for service revenue, gross margin, SG&A, and operating income.
Added 7 hours ago
GF
Independent Finance Audit And Risk Committee Member
Glooscap First Nation
NS · Nova Scotia, Canada
- Other
Financial reporting processes and annual audited financial statements
Added 7 hours ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
Ability to manage multiple priorities and meet recurring compensation and reporting deadlines
Added 7 hours ago
GF
PRINCIPAL SPECIALIST RESOURCE GEOLOGIST – CORPORATE DEVELOPMENT
Gold Fields Windfall
Montreal, QC
- Full-time
Produce high-quality resource models considering financial and strategic impacts on mining and exploration decisions;

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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