Canada Life Assurance Company Looking for Personnel Agent at Toronto, ON Full Time

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Be your best at Canada Life.

We are looking for a Field Operations Personnel Agent

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Toronto, London, Winnipeg.

Reporting to the Assistant Manager, Contracts & Licensing (formerly Assistant Manager, Field Ops & Recognition), this position is suited for an individual who shows strong attention to detail, is highly motivated with excellent analytical and problem solving skills and thrives in an environment that is constantly changing. A Field Ops Personnel Agent will be accountable for onboarding and administration of career events affecting the Advisor Solutions channel as well as other types of onboarding outside of Advisor Solutions, assist with various administrative tasks and data input into various compensation systems. You are a facilitator between the advisors and field mgmt, as well as the regulatory boards and securities commissions. The successful applicant will be expected to learn and become familiar with the rules and processes as well as the legal requirements of the governing boards for each province and be able to apply that knowledge to a variety of scenarios to determine what is required from both a legal and systems perspective.

What you will do

Analyzing eligibility and handling the onboarding of various types of advisors and admin staff, working closely with them providing direction and support with regards to obtaining their life and mutual fund licenses

Reviewing applications and handling the issue and termination of life and mutual fund licenses in all provinces in accordance with Canada Life (CL) guidelines, provincial (resident and non-resident) Insurance Council regulations and MFDA (Mutual Fund Dealers Associations) compliance regulations

Developing and maintaining good working relationships with the Insurance Councils and Securities Commissions as well as internal and external business partners

Providing support and guidance to advisors, mgmt and business partners through the registration and maintenance of life and mutual fund licenses as well as career events, in an accurate and timely manner

Handling unique and complex issues and problems as they arise

Updating and maintaining contracting & licensing information on various systems including the Rep/Org database, the National Registration Database, Investment Centre, Siebel, FASAT, etc.

Other administrative duties as required

What you will bring

Demonstrates strong customer service and communication skills both written and verbal

Proficient in using Microsoft Office products including Word and Excel

Attentive to detail, demonstrated initiative, analytical and problem-solving skills

Team player

Focus on quality and timeliness to meet deadlines

Strong organization skills – Able to handle multiple priorities while managing deadlines

Ability to work in an unstructured environment

Flexibility – Able to work overtime when required

Bilingual (French/English) – Proficient written and verbal communication skills would be an asset

The successful applicant should be comfortable with both work from home options as well as working on site

Be your best at Canada Life- Apply today

We are one of Canada’s top 100 employers!

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.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted