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Customer Service Specialist (12 month contract)
Description:

Temporary Full Time

Reporting to Matthew Marion, Associate Manager, Wealth Management, Individual Customer, you will form part of the Administration team for Canada Life Income, Segregated Funds. You will be a resource for our Field Partners, Financial Advisors, teammates, and the Client Service Centre, seeking to resolve questions, concerns and problems.

You will be accountable for:

Issuing and administering Income segregated funds

Processing new deposits, redemptions and general administration for segregated funds

Checking to ensure contracts are error free

Providing exceptional, professional, customer service to our internal and external customers

Producing excellent quality; few errors; identify problems and provide possible solutions (achieving consistent excellent audit results)

Handling inquiries from clients, advisors/brokers, field partners, internal and external business partners; inquiries include phone calls, e-mails and formal letters

Acknowledging all inquiries within 24 hours. Consistently meets admin services standards; provides clear and concise communication.

Reconciling accounting errors and making adjustments as necessary

Project involvement and miscellaneous duties as requested and/or required

Understanding pension legislation and related products (RRSPs, LIRAs, RRIFs, LIF & PRIFs)

Required Competencies and Behaviours:

Experience working with the Segregated Fund product

Knowledge of the Unitrax system

In depth knowledge of processes and procedures for Canada Life including the structure of the distribution channel is an asset

Strong proven attention to detail

Pension legislation and related products (RRSPs, LIRAs, RRIFs,



LIF & PRIFs) knowledge

FundSERV knowledge is an asset.

Self-motivated, commitment to self-development and enjoy a challenging and demanding workload

Excellent verbal and written communication skills

Proven ability to learn and grasp new concepts

Strong interpersonal skills and the ability to work in a team environment

Able to deal with difficult situations; critical thinking

Strong customer service skills

Flexible, able to accept and drive change as required

Able to work in ambiguous and unstructured situations.

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).

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’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing,



and we deliver – for our customers,communitiesand 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 annuallytowardseducation reimbursement.

Health & Wellness: Flexible health and dental perks,plus a $5,000 mental health benefit to support your well-being.

Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.

Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.

Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!

Emphasis onCommunity :We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

Learn moreabout Canada Life .

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected] . All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted .

#LI-Hybrid

Location
London, ON, CA

Category: Customer Service and Administration

Date: Oct 16, 2026

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📌 Customer Service Specialist (12 month contract) (Ontario)
🏢 Canada Life Group
📍 Ontario