Canada Life

Compliance

• Lead and coordinate internal, external, and regulatory audits related to Identity & Access Management.
• Serve as the point of contact for auditors, risk partners, and compliance teams.
• Manage audit timelines, requests, scope, and deliverables to ensure full and timely responses.
• Prepare and review supporting documentation, evidence, and control artifacts.
• Maintain and strengthen IAM control frameworks aligned with enterprise risk, regulatory standards, and industry best practices.
• Perform continuous monitoring of IAM controls to ensure accuracy, completeness, and design effectiveness.
• Support the development, review, and maintenance of IAM policies, standards, and procedures.
• Identify control gaps, risk exposures, and opportunities to enhance compliance discipline.
• Track, manage, and report on audit findings, control deficiencies, and remediation progress.
• Partner with IAM operations, technology teams, and application owners to drive timely closure of findings.
• Conduct root-cause analyses to prevent recurrence of audit issues.
• Provide insights and recommendations to leadership to improve overall IAM governance.
• Maintain audit-ready documentation for IAM processes, controls, and evidence repositories.
• Prepare dashboards, metrics, and reporting for leadership, risk committees, and oversight bodies.

Senior Analyst – IAM Audit, Compliance & Controls Response

Sales

• Provide end-to-end logistical/administrative event support for field teams and carriers.
• Track marketing allowances for regions and by carriers and record event expenses.
• Support the onboarding and offboarding process for staff in collaboration with head office teams.
• Support company driven initiatives (i.e. New digital tools) and executing national sales campaigns.
• Work in collaboration with the distribution and national events teams to coordinate regional and local events such as Regional Summits and local carrier sponsored events (e.g. send out invites, work with vendors, coordinate meals, etc.)
• Responsible for regional advisor communications including carrier updates and events, contests, etc.
• Ensure high attendance/participation at events and campaigns, follow-up on invitees who have not responded, track attendance.
• Assist with virtual events and /or on-site for live events.
• Liaise with compliance team to ensure the CE credits are processed and follow up as needed.

Regional Sales Coordinator

Bilingual

• Provide strategic sales support to advisors to help them meet their sales targets and assist the sales team in achieving overall growth objectives.
• Provide a high level of defined administrative services and support within Canada Life Advice.
• Deliver exceptional customer service and support with a client-first focus.
• Contribute as part of a high-performing operational team committed to our advisors' success.
• Provide professional and knowledgeable sales and service support to help advisors win new business and retain and grow existing client relationships.
• Provide administrative services and support to clients, colleagues, and head-office business partners.
• Support and sponsor local and head-office initiatives by following specific administrative processes.
• Ensure compliance standards are maintained and adhered to by advisors.
• Take on special projects as needed.
• Provide general support and coverage for fellow Advisor Support Associates.

Bilingual Advisor Support Associate (English and French)

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

Account Executive

• Support a block of in-force large and/or complex Group Benefits clients
• Develop and maintain relationships with consultants and be attentive to their needs so that they are excited to do business with Canada Life
• Lead the sales process from request for proposal to finalist presentation
• Solve problems related to unusual or delicate claims and address financial matters for which guidelines are not available
• Establish and maintain good working relationships with internal partners
• Promote additional products and services with consultants, plan sponsors, and service counterparts to enhance client retention
• Achieve annual sales, persistency, in-force growth, profit and other targets

Account Executive, Group Benefits

Manager

• Develop market insights around customer needs and trends through interactions with a variety of distribution teams and industry stakeholders
• Drive communication around research/analysis/insights to assist and enhance business development initiatives, management decision making, and strategic planning
• Develop marketing collateral content around fund positioning (ex. bought/owned/earned media (PR, presentations, online), etc)
• Lead product (institutional + retail) positioning by conducting market evaluations + driving business cases (ex. competitive + customer segmentation analyses, market scans + opportunity assessments, new product opportunities, etc) to expand client base
• Partner with stakeholders (product management, sales, marketing, etc) to communicate consistent product positioning and messaging
• Proactively develop insights and perspectives key for product training + support
• Consistently evolve strategic direction in line with industry-specific client and stakeholder needs (ex. ETFs, Privates, Decumulation, Solutions, etc.)

Associate Manager, Wealth Product Support

• Leading and oversee auditors in performing audit planning, test program development, execution and reporting, including: Plan and lead collaborative risk-based Information Systems and Cyber Security audits of moderate to high complexity and conclude whether risks are appropriately managed through the existence of effective controls or other techniques.
• Ensure quality of assignments through effective application of the Audit Standard Methodology and appropriate use of specific applications and tools.
• Contribute to the delivery, effectiveness, and ongoing improvement of the Internal Control Over Financial Reporting (ICOFR) program by supporting assessments, identifying control gaps, and ensuring alignment with regulatory requirements and best practices.
• Strive for efficient use of audit resources by monitoring execution of audits assigned, timely escalation, and management of conflicts.
• Serve as subject matter expert for the Internal Audit function and stakeholders related to cyber security technology and processes including artificial intelligence (AI), cloud, infrastructure, applications, networks, virtualization, and security operations.
• Prepare and deliver effective presentations to stakeholders at audit opening and closing meetings as a means of communicating and gaining their agreement and understanding of audit plans and audit results.
• Provide value-adding and effective audit recommendations to stakeholder’s senior management identifying significant issues in a business context, working with audit stakeholders to identify and recommend feasible solutions.
• Present audits conclusions and reports in a relevant and applicable context to Canada Life by ensuring they are supported by an orderly accumulation and analysis of documented audit evidence and that the content is clear and concise.
• Perform accountabilities with minimal supervision and provide audit management and audit stakeholders with regular status updates of audits and assignments.
• Actively seek to be informed of industry and corporate initiatives and trends to support effective audit continuous monitoring of the organization’s proper management of information and cyber security risks.
• Leading and/or participating in professional practice and improvement initiatives.
• Cultivating business relationships and work collaboratively with other functional areas.
• Creating and maintaining a positive work environment.
• Seeking learning and development opportunities in line with organizational needs and personal aspirations.

Technology Audit Manager

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

• 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

• 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.