Temporary Full Time As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success.

Financial

Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them.

Canada

Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

The Branch Office

Coordinator/In-force Specialist is an in-office position responsible for general branch administration including office reception, handling incoming and outgoing mail, and keeping the office organized and supplied. This role is also responsible for Inforce activities including policy updates and changes, ensuring the back-office system and carrier websites are updated, obtaining any missing or incomplete information from advisors or clients, and following up as required with advisors and carrier partners. This is an entry level position with lots of room to grow within the organization.

Office Administration

Office reception for guests, carrier representatives and advisors Provide excellent customer service to both clients and advisors via telephone, email and face-to-face interaction organize and file advisor information including policies,



mail and transaction confirmations at high volumes Order and maintain sufficient office supplies Liaison for service requests between building management and branch office Process inforce policy change requests on behalf of advisors or clients (for orphan cases) ensuring Service Level Agreements are met Update and maintain information in WealthServ and insurance carrier websites, including attaching all emails or other supporting documentation into the file Post-secondary degree, diploma, or related work experience Excellent customer service skills Proven experience with Microsoft programs such as Word, Excel and Outlook Experience in WealthServ an asset Industry courses would be an asset This position will be located in the Winnipeg head office. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). 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. Adaptable 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 additionalinvestment options.

Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events. All information provided will be handled in accordance with applicable laws and Canada Life policies.

📌 Inforce Specialist, Branch Office Coordinator, 12-month contract (Saskatoon)
🏢 Canada Life
📍 Saskatoon