Canada Life

Operations

• Act as the primary point of contact for clients
• Provide general business support and manage office operations
• Produce basic reports and support for onboarding/offboarding

Operations Coordinator

Vice President

• Develop and execute long-range plans to align technology with business strategy
• Implement workforce strategies, manage offshore partnerships, and influence global procurement initiatives spanning $2.5B
• Oversee Technology Operations transformation, portfolio prioritization, and execution
• Transform the Technology PMO into an agile, innovation-driven delivery organization
• Effective application of technology and digital required to support business strategy achievement and deliver on digital customer and advisor experiences
• Act as a coach to VP-level executives, building a strong succession pipeline

Senior Vice-President, Technology Transformation

Full-stack Engineer

• Champion the transition to continuous, high velocity engineering delivery and automated deployment
• Identify and resolve monitoring, maintenance and support of systems, services, tools, and software engineering initiatives
• Collaborate with stakeholders to define project scope and accountable to design and deliver modern solutions
• Drive the resolution of incidents by resolver teams and 3rd party vendors
• Provide updates to appropriate stakeholders for internal or customer-facing outages

Senior Engineering Specialist

Business Development Rep

• Achieve sales revenue targets
• Attract, recruit & select the right/productive advisors
• Build and foster relationships with key advisors
• Proactively support advisors and advisor firms develop their business through in-depth sales, marketing, and business solutions that focus on their objectives
• Complete advisor needs triage – act as a liaison to services
• Provide illustration and quote support for their respective advisors as required/when needed
• Support advisors in advanced insurance and wealth concepts in coordination with our Strategists
• Represent and promote FH by attending various sales conferences and industry events, contributing on social media, participate at advisor tables
• Participate in the delivery of educational events and planning as required
• Work with our 24 carrier partners to influence insurance and wealth growth
• Be a coach/mentor with your aligned Business Development Consultant (BDC)
• Be an industry and brand ambassador

Business Development Director

Consultant

• Provide expert advice on disability insurance claims related to musculoskeletal disorders
• Review disability insurance claims for musculoskeletal disorders and respond in writing to enquiries within standard timelines
• Promote best practices, efficient use of tools and interventions, and resources to ensure optimal case management
• Foster improved communication, outcome-oriented planning, and critical analysis skills to manage claims effectively
• Stay current on advances related to musculoskeletal disorders and disability management strategies
• Collaborate with the best practices team and internal stakeholders to influence the development and continuous improvement of tools and practices to optimize claims handling
• Deliver training and provide individual and group mentorship

Consultant – Musculoskeletal Disorders

Artificial Intelligence

• Lead Enterprise AI Strategy
• Deliver Business Impact
• Build and Scale a High-Performing Team
• Act as Global Connector
• Executive Advocacy

Vice President – Artificial Intelligence

• Offer expert opinion on MSK disability claims
• Review MSK disability claims and provide a written response to questions within a standard turnaround time
• Promote best practices, effective use of tools & interventions, and resources for optimal case management
• Support enhanced communication, outcome focused planning and critical analysis skills to effectively manage MSK claims
• Remain current with developments in MSK condition and disability management strategies.
• Partner with the Best Practice team and internal stakeholders to influence the development and continuous improvement of tools and practices for optimal MSK claims management.
• Deliver group and individual mentoring/ education regarding MSK topics.

Musculoskeletal Consultant

• Contribute to achieving objectives focused on the overall advisor experience
• Develop and maintain advisor journey maps
• Identify and implement continuous improvement opportunities
• Support change management efforts

Consultant, Advisor Experience

• Contribute to achieving end-to-end advisor experience goals
• Develop and maintain accurate, up-to-date advisor journey and capability maps
• Identify and implement continuous improvement opportunities
• Support change management efforts

Advisor Experience Consultant

Compliance

• Triage inquiries received from sales, carriers and advisors
• Manage continuing education credits (documentation, issuance, tracking)
• Prepare reports & metrics for management reporting
• Assist with updating and maintenance of compliance and company policies
• Assist the Sr. Compliance Analyst with training coordination and reporting
• Assist the VP, National Compliance with document gathering for suitability reviews, monitoring, investigations and allegations of advisor misconduct
• Perform other administrative tasks and duties as assigned

Compliance Analyst

• Processing complex transactions to mutual fund accounts
• Reviewing transactions entered by advisors
• Communicating with advisors' requirements to turn "not in good order" trades into "in good order" trades
• Understanding the mutual fund industry, regulatory guidelines, Quadrus and fund company business processes
• Tracking and reporting activity
• Meeting service standards to minimize financial impact

Senior Operations Associate

Client Services Representative

• Triage/prep incoming mail including documents and cheques for Wealth, Quadrus, Life Client Service, and Group Retirement Services teams within time standards
• Work closely with other admin areas regarding inter-team paperwork
• Assist with non-financial processing when required
• Support small projects when necessary
• Sending outbound mail
• Manage the team shared e-mail boxes
• Responsible for workflow distribution electronically

Client Service Processor

Customer Support

• Responsible for the administration of Group Retirement Plans including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered products
• Provide investment/plan recordkeeping and client reporting
• Processing of bulk and single deposits
• Handling of transfers between investment funds for client/member assets
• Processing of cash withdrawals and transfers between registered plans from/to other financial institutions
• Handling plan and member maintenance on GPAS
• Handling various inquiries, telephone calls etc. from multiple audiences
• Daily management of a block of business
• Fostering relationships with plan administrators, brokers, advisors and plan members
• Handling sensitive and complex issues in a timely and accurate manner

Operations Coordinator

Senior Vice-President, Technology Transformation

Senior Engineering Specialist

Business Development Director

Consultant – Musculoskeletal Disorders

Vice President – Artificial Intelligence

Musculoskeletal Consultant

Consultant, Advisor Experience

Advisor Experience Consultant

Compliance Analyst

Senior Operations Associate

Business Development Director

Client Service Processor

Customer Service Specialist