Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations

The BD Support Specialist will own several processes to assist in delivering Canada Life products to the market, act as a liaison between the Canadian field offices and the client to investigate and gather information, and complete specific assignments and specialized tasks such as; broker commissions, report creation, and other various administrative duties with the aim of being an extension of a Canadian field office. This role represents a combination of the Sales Support Specialist (SSA) and Service Support Specialist (SSA) roles in GLH and GRS.

ESSENTIAL FUNCTIONS:

• Contribute to overall productivity, by maximizing efficiency and productive delivery of customer service This includes tracking / completing requests, ensure follow ups are responded to, proactively identify, and resolve issues, provide suggestions on how we can make improvements and use all available tools to provide timely, accurate execution and delivery of overall service.
• Develop a strong competency of our systems and processes.
• Work collaboratively with Canadian field offices, advisors, clients (plan sponsors) and head office departments to deliver Canada Life products to the market.
• Act as a liaison between our Canadian field offices, advisors, clients and head office departments to investigate and gather missing information.
• Provide other administrative support as needed (such as such as; broker commissions, report creation for clients and advisors, and other various administrative duties) to enhance the client experience, contributing to an efficient, energized team
• Provide back-up support to other positions on the team as required.
• This role will interact with Canadian field offices, advisors, clients (plan sponsors) and head office departments to deliver Canada Life products to the market.

QUALIFICATIONS:

• Bachelor’s Degree in related discipline or appropriate experience
• 2 to 4 years of experience in Banking/Financial Services/Operations.
• Proficient in using Outlook, Word, Excel, and Adobe; aptitude for learning new technologies.
• Excellent time management and organizational skills with the ability to prioritize multiple tasks and expectations.
• Ability to work independently and in a team environment.
• Excellent written and verbal communication skills
• Effective communicator in the English language with a particular emphasis on written communication. Responds promptly to requests; tact, courteous, and patient in all communications internally and externally.
• Strong critical thinking skills and attention to detail with an analytical approach

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.