Support institutional investment clients through accurate reporting, RFP expertise, and responsive service in a permanent full-time position. Use Microsoft Office and Morningstar Direct while managing demanding workloads.

As a Senior Client Support Consultant, you will support pension plans, institutional investors, consultants, and internal stakeholders. You will coordinate client reporting, prepare RFP responses, and contribute to operational initiatives. The work involves portfolio managers, compliance, legal, operations, and other partners.

Key Responsibilities:

- Serve as an internal contact for institutional clients and consultants
- Coordinate quarterly, monthly, ad hoc, and compliance reporting
- Prepare RFPs and due diligence questionnaires as subject matter expert




- Produce performance exhibits using Morningstar Direct analytics software
- Improve reporting accuracy, efficiency, and client experience

Requirements:

- Five or more years in client service or financial services
- Understanding of institutional investments, pensions, or investment reporting
- Advanced Excel, Power BI, PowerPoint, and Microsoft Office proficiency
- Robust communication, analytical, organizational, and problem-solving skills
- Ability to manage priorities, deadlines, and complex stakeholder projects

Bring institutional investment knowledge, reporting accuracy, and client-focused collaboration to Canada Life’s Institutional Investment Solutions team.

📌 Senior Institutional Client Support Consultant (Winnipeg)
🏢 Canada Life
📍 Winnipeg