Customer Service Specialist
London, ONThe Canada Life Assurance Company
Candidates need excellent written communication, strong attention to detail, and fast keyboarding with few errors. Knowledge of investment types such as RRSP, non-registered and TFSA accounts is required, and FundServ, Unitrax and OnBase experience and bilingual French are assets.
FundServ, Unitrax, OnBase
Customer Service Specialist
London, ONThe Canada Life Assurance Company
Candidates need strong analytical, communication and organizational skills, plus proficiency in Microsoft Word, Outlook and Excel, including formulas, pivot tables and macros. Knowledge of retirement arrangements or GRS processes and bilingual French and English are assets.
GPAS, Microsoft Excel, Microsoft Word, Microsoft Outlook
Wealth Management Intern (Student/New Grad Position)
Toronto, ONThe Canada Life Assurance Company
Candidates need current enrolment at a recognized Canadian college or university, or graduation within the past eight months. A commerce or related post-secondary background, client-facing experience, strong organization and communication skills, and interest in wealth management are required; CSC/IFIC progress is strongly preferred.
Salesforce, CRM database