Canada Life

Customer Success Manager

• Respond to client inquiries via telephone, email, video conference and in person.
• Screen and direct calls. Take adequate messages and relay them in a timely manner to appropriate members.
• Answer queries, disseminate or explain information to callers and visitors both internal and external as required.
• Escalate all client matters in a timely manner, as warranted by the situation.
• Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects.
• Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required.
• Handle all client requests with the Advisor and/or the team within pre-defined SLA’s.
• Contribute to the collective (team) achievement of pre-defined Retention, Client Happiness & Growth targets for IPC.
• Provide absenteeism coverage for other support staff, as directed from time to time.
• Ensure accuracy of completed account/trade paperwork, financial plans and all client meeting documentation.
• Coordinate client account/trade instructions for creation and completion.
• Provide ongoing feedback to the team to ensure all opportunities for business improvements are captured and reviewed.
• Ensure that all client information is entered in the CRM.

Client Experience Specialist II

Business Intelligence Analyst

• Maintain Segregated Fund Database(s) (1,000+ funds).
• Support statement preparation and distribution (Audited Financial Statements).
• Analyse data from various business information to contribute to organizational decisions.
• Assist with repetitive tasks that support financial operations, data flow and data management.
• Coordinate a variety of Fund Reports including Individual Wealth Fund Facts and Workplace Solutions Fund Reports.
• Ensure content compliance.
• Participate in vendor relationships, templates, and tight reporting deadlines.
• Collaborate with and build strong relationships with a variety of internal stakeholders and business + finance teams.

Senior Reporting Analyst

Consultant

• Provide individual and group mentoring
• Consult on mental health claims through file reviews and discussions
• Provide a written response to questions within a standard turnaround time
• Promote effective use of tools and interventions
• Engage in telephone communication with health care providers as needed
• Remain current in new developments in MH, complex claims management, use of tools, etc.
• Partner with the Best Practice team and other internal partners to provide input and expertise in evaluating new tools and services related to MH.
• Demonstrate our core People principles: Lead at all levels, Be adaptable, Be the best in your role, Support a psychologically healthy workplace

Mental Health Consultant – 12 month contract

Product Manager

• Own the delivery of the product roadmap for Salesforce platform capabilities, aligning with business goals, customer needs, and technical feasibility.
• Lead discovery and planning for complex initiatives: define problems, scope and refine solutions, and support in building business cases.
• Translate business needs into actionable requirements: sequence features and epics, define BRD/PRD’s, write user stories, functional specs and collaborate with technology for non-functional specifications and acceptance criteria.
• Champion customer experience: ensure usability, accessibility, and measurable impacts are achieved.
• Collaborate cross-functionally with other product teams, engineering, analytics, and other business teams to deliver seamless and effective solutions.
• Guide the product lifecycle from ideation through delivery, testing and optimization, applying agile methodologies and iterative delivery.
• Integrate data and insights into decision-making: leverage data and analytics, usability testing, and feedback loops.
• Facilitate stakeholder alignment: communicate vision, progress, and results clearly to sponsors, executives and teams.
• Support operational readiness: coordinate release planning, training, documentation, and multi-squad delivery for impacted stakeholders.
• Measure success through KPIs and business impact, validating decisions with data.

Manager, Platform Product Owner

Bilingual

• Process individual and group contributions.
• Process plan participants' enrollment requests.
• Process inter-fund transfers of client/plan participant assets.
• Process cash withdrawals and registered plan transfers between financial institutions.
• Review and mail checks.
• Prepare participant information packages and take appropriate actions at the default stage.
• Perform plan and participant maintenance tasks in SARR.
• Handle basic information requests, answer phone calls, and related duties.
• Foster relationships with administrative staff to deliver the best possible customer experience.

Client Processing Representative, Bilingual

Manager

• Develop and execute structured change management strategies that support adoption of engineering, technology, and operational initiatives.
• Lead the identification, documentation, and communication of technology strategy, standards, processes, and roadmaps in partnership with Leadership, Product Owners, SMEs, and cross-functional partners.
• Act as a communications hub for the team -drafting newsletters, executive updates, milestone announcements, and structured documents that translate technical projects into clear, engaging narratives.
• Facilitate planning, prioritization, and roadmap sessions across engineering functions; gather and synthesize data to inform direction and alignment.
• Build and manage communication and adoption plans to minimize resistance, improve awareness, and maximize employee engagement.
• Develop process documentation, playbooks, change-impact assessments, and stakeholder engagement materials.
• Define and track adoption, readiness, and engagement metrics to measure change effectiveness and identify areas for enhancement.
• Collaborate closely with Learning & Development, Corporate Communications, HR, and other partners to ensure consistent messaging and seamless end‑to‑end change experiences.
• Promote continuous improvement by introducing best practices in technical change management, communication design, and organizational engagement.

Technical OCM Manager

• Provide individual and group mentoring
• Develop and deliver group training sessions on mental health–related topics
• Provide consultations on mental health–related claims through file reviews and discussions
• Provide written responses to inquiries within standard timeframes
• Promote the effective use of tools and interventions
• Stay up to date on developments in mental health, complex claims management, tool usage, etc.
• Partner with the Best Practices team and other internal stakeholders to provide feedback and expertise on the evaluation of new mental health–related tools and services

Mental Health Consultant

People Operations

• Deliver talent & people analytics projects: Design analytics for talent review and succession planning; analyze performance, potential, and readiness trends.
• Track executive headcount and movement of high potentials and successors.
• Own talent analytics datasets—clean, integrate, structure, and maintain data coming from multiple HR systems and sources.
• Build and maintain succession dashboards for critical roles and track: ready now/ready later pipeline depth, internal fill rate.
• Translate business growth plans into capability and headcount scenarios.
• Develop and maintain appropriate HR/talent benchmarks from other relevant organizations providing an external lens of comparison.
• Advance HR reporting, analytics, and insights capabilities and offerings: Build and evolve reporting and dashboards using Power BI, Excel, and SQL.
• Identify opportunities to automate and streamline talent reporting processes.
• Assess data and technology needs and collaborate with partners to advance analytics maturity.
• Drive consistency, accuracy, and reliability of data.
• Develop executive-ready insights & presentations: Translate complex analysis into compelling, clear insights and narratives.
• Create streamlined processes to transition talent data from SuccessFactors to Excel for use by the Global Talent team.
• Build presentations highlighting trends, risks, opportunities, and recommendations.
• Present insights to executive audiences with confidence and clarity.

Senior Specialist, People Analytics, Insight

Artificial Intelligence

• Maintain the AI use‑case inventory and lifecycle records across intake, review, approvals, and monitoring.
• Triage AI use-cases and ensure adherence to AI policies/standards (privacy, security, legal, etc.).
• Support governance forums and prepare briefing materials for the AI Review Group.
• Build and automate dashboards (e.g., in Power BI) showing AI use-case throughput and AI use case assessment lifecycle.
• Produce executive‑level summaries - clear narratives, visuals, and call‑outs on trends, risks, and decisions needed.
• Create automated reporting flows using Power Automate (notifications, SLA reminders, approvals tracking).
• Synthesize input from Architecture, Legal, Privacy, Risk, and Responsible AI reviews to build integrated reports.
• Analyze trends in AI adoption, tools, and KPI reporting.
• Improve and maintain governance templates, checklists, and SharePoint content.
• Support continuous improvement of the AI governance workflow and stakeholder experience.
• Work with cross‑functional teams across Canada Life to ensure alignment on standards, controls, and reporting cadences.
• Partner with global and local teams working on AI, automation, analytics and reporting.

AI Governance & Reporting Intern, Student Position

Full-stack Engineer

• Provide day‑to‑day technical leadership to developers across actuarial and financial reporting applications.
• Support code reviews, design discussions, and technical troubleshooting.
• Promote good engineering practices including performance tuning, testing, and secure development.
• Support enhancement and maintenance of custom actuarial and reporting systems used for valuation, capital calculation, data aggregation, and analytics.
• Troubleshoot production issues, support stability, and ensure data integrity.
• Collaborate with platform teams on deployments, environment management, and operational processes.
• Participate in modernization initiatives such as cloud integrations, re‑platforming, and automation improvements.
• Work with architects to review designs and help implement target-state patterns.
• Help introduce CI/CD improvements, DevOps tooling, and engineering best practices.
• Coordinate with actuarial and finance stakeholders to understand functional needs and translate them into actionable technical work.
• Support sprint planning, backlog grooming, and estimation.
• Prepare and maintain technical documentation, support materials, and operational runbooks.
• Ensure solutions comply with audit, security, and governance standards.
• Contribute to functional, integration, and regression testing strategies.
• Support automated test frameworks where applicable.
• Assist with defect resolution and post‑release validation.

Senior Technical Lead

Account Manager

• Full accountability of the client relationship including plan design, legislative, governance and investment discussions.
• Creating and maintaining an annual business plan.
• Collaborate with sales to support persistency and execution targets.
• Effectively highlight areas of opportunity and growth and action to capture those.
• Continuously assess the evolving needs of our customers and look for opportunities to cross sell products and services aligned to clients’ needs.
• Provide direct input into communication and education strategies.
• Meets with client/partner teams on a monthly/quarterly basis to monitor service deliverables and assess needs (i.e., governance committee, Client HR team, Finance, communications team, etc.).
• Lead and handle project management, marketing, communication projects, changes to HRIS or other systems.
• Participates in head office advisory field committees.
• Actively participate in the sales process by contributing to RFP responses, attending short list presentations to describe processes and key services offered.
• Is a peer resource for other team members and is involved in their training and development.

Client Relationship Manager

DevOps Engineer

• Support and enhance CI/CD pipelines used to build, test, and deploy applications
• Assist with automation of infrastructure and environments using scripts or configuration tools
• Help monitor application and system health, responding to alerts and incidents as appropriate
• Troubleshoot issues across development, infrastructure, and deployment pipelines
• Collaborate closely with software developers to improve reliability, performance, and deployment practices
• Contribute to documentation, runbooks, and operational best practices
• Participate in continuous improvement initiatives focused on stability, security, and efficiency

DevOps Engineer, Student Position

Insurance

• Leverage your 7+ years in sales/wholesaling to be the authority on life insurance, disability and critical illness products, sales strategies, the financial services industry and applicable legislation.
• Understand and communicate tax and estate planning related to life and living benefits to a variety of advisors.
• Expand and multiply the acquisition of new life insurance, disability and critical illness business by working with advisors.
• Deliver product expertise, creative sales ideas and industry insight - our product shelf is robust, dependable and effective and we’re looking to you to show case to advisors the power behind Canada Life solutions.
• You’ve got a team, and you’ll be supported with proven processes, product solutions, strategies and technical support.

Regional Sales Manager, Insurance – Outside Wholesaler

• Perform proactive management of assigned disability claims (STD, LTD and Life Waiver) by determining the length of disability through an evaluation of medical information and job duties.
• Evaluate the extent of the disability through effective verbal and written communication skills to conduct medical investigation by phone or in writing to the applicant, employer, physicians or medical service professionals, lawyers and respond to all inquiries.
• Use your critical thinking skills to make decisions based on the results of your overall assessment of each claim.
• Implement return-to-work programs and coordinate with the employer.
• Conduct health care coordination and rehabilitation programs to ensure they meet employability goals.

Disability Case Manager

Client Services Representative

• Provide clerical support to the New Business organization
• Manage unmatched evidence queue
• Complete process for authorization requests for Physicians reports
• Upload documents received by email
• Manage requests and receipt of shared evidence
• Support New Business department with clerical duties