09 Nov
|
Skillhub Solutions
|
Canada
09 Nov
Skillhub Solutions
Canada
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.
📌 Investment Retirement Solutions Associate (Canada)
🏢 Skillhub Solutions
📍 Canada