Support Investment & Retirement Solutions in a hybrid Business Support Associate role using retirement quotes and transaction coordination. Work from Toronto, Winnipeg, or London.
The Canada Life Assurance Company seeks a permanent, full time associate supporting sales, service, and leadership teams. You will coordinate appointments, review retirement documentation, process transactions, manage requests, and facilitate workflow. The role suits candidates with Canadian insurance or financial industry experience, especially retirement products and services.
Key Responsibilities: Schedule member appointments with sales consultants
Review retirement documentation for accuracy and actionability
Prepare retirement income quotes and process transactions
Coordinate internal and external partners for timely transactions
Manage requests, opportunities, administration, and process improvements
Requirements: Three to five years in Canadian insurance or financial services
Retirement products and services experience preferred
Post-secondary education or equivalent work experience
Microsoft Office knowledge; Salesforce experience is an asset
Group savings and pension legislation knowledge is an asset
Apply retirement services experience, transaction coordination, and Microsoft Office knowledge supporting Canada Life’s Investment & Retirement Solutions teams.