Temporary Full Time This is a student position that is 4 months in duration for the term January – April. This position is for students returning to school after their work term or requiring a placement as requirements for graduation. 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 timefor them. Join a creative, collaborative team making an impact across our organization!

The Customer Data Technician

Student is responsible for ensuring the accurate, complete, and timely integration of data feeds from carrier partners into the back‐office system. This role plays a key part in maintaining data quality by validating records, reconciling discrepancies, and supporting onboarding activities for new clients, advisors, and books of business. The student works closely with other Financial Horizon teams to support system migrations, streamline data processes, and maintain the integrity of client and advisor information across the organization.

Integrate data feeds from external partners into the back‐office system (WealthServ) and verify that all information is accurate and complete Validate the success of data‐feed integrations, including reviewing and addressing system rejections Perform data‐reconciliation tasks such as updating beneficiaries, plan types, client demographics, contact details, and related data fields Identify and remove duplicate clients, plans,



and records to maintain data integrity Review data feeds for new books of business and reconcile key information against carrier sites to ensure completeness and accuracy Participate in migration and onboarding projects by reviewing client, advisor, and plan data — validating, updating, and creating records as required Support the Team Lead by tracking progress on project milestones, data‐mapping exercises, and related deliverables Currently enrolled in a post‐secondary program and in your second year or higher in a related discipline such as Business, Data Analytics, Information Systems, Technology, or another field supporting data operations and analysis Knowledge of Microsoft 365 applications, with intermediate to advanced Excel skills Understanding of how to integrate and validate data within a system environment Familiarity with financial data, client information workflows, and data‐security considerations Solid data‐analysis skills and exposure to tools such as Power Query, Python or SQL (an asset) High attention to detail, strong problem‐solving abilities, and a commitment to data accuracy Play a key role in ensuring high‐quality, accurate data that supports business operations and client service Gain hands‐on experience with data reconciliation, system integrations,



and back‐office processes Build skills highly valued in data operations, financial services, and business‐system administration Collaborate with experienced team members and receive guidance and support throughout onboarding and project work Contribute to meaningful projects such as system migrations, data‐quality improvements, and onboarding of new books of business Join a team that values accuracy, collaboration, and continuous improvement #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.

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: Flexible health and dental perks, 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.

📌 Customer Data Technician (Student Position) (Quebec City)
🏢 Canada Life
📍 Quebec City