Data integration and accuracy define this temporary full-time Specialist role at Canada Life, maintaining WealthServ Investment and Life Systems daily.

Support bulk transfers and CITS book of business processing while integrating partner feeds into WealthServ. This role suits organized professionals with insurance or financial services experience, Excel knowledge, and robust follow-through. You will also support migrations, reconciliations, and vendor onboarding projects.

Key Responsibilities:

- Integrate external partner feeds into WealthServ
- Validate information accuracy and completeness
- Remove duplicate plans and client records
- Review, update, or create migration records
- Support broker mapping and reconciliation tasks

Requirements:

- Post-secondary degree, diploma, or equivalent certification
- Six months to one year industry experience
- Novice Excel skills, including VLOOKUP or XLOOKUP
- Microsoft Word, Outlook, and basic data review experience
- Experience with WealthServ is an asset

Apply data integration, WealthServ, Excel, and insurance knowledge to support accurate records and partner feeds at Canada Life.

📌 Data Integration Specialist WealthServ (Ottawa)
🏢 Canada Life
📍 Ottawa