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Product Specialist
2 weeks ago
Permanent Full Time
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Wealth Solutions is looking for someone to join our Funds Inforce Management team in a technical role as a Product Specialist. This role reports to the Associate Manager, Funds Inforce Management.
This role provides an opportunity to gain comprehensive knowledge of and experience with segregated funds and mutual funds products. This is an exciting role as it will give you an opportunity to be involved in a variety of Wealth Solutions projects that impact our products, advisors and clients.
What you will do
- Conduct technical analysis and perform policy calculations for our inforce segregated fund policies;
- Investigate segregated fund fee-related inquiries and support various PDP exception requests;
- Prepare Management Expense Ratio (MER), Trading Expense Ratio (TER), and Fund Expense Ratio (FER) reporting;
- Support regulatory initiatives, including the implementation of total cost reporting requirements; and
- Collaborate on product feature enhancements and maintain thorough documentation.
What you will bring
- The ideal candidate possesses the following skills/experience:
- Strong problem solving & analytical skills;
- Strong technical skills, which include advanced skills in Microsoft Excel;
- Ability to make sound business decisions using judgement;
- Strong organization skills and ability to manage multiple priorities at one time;
- Strong written and oral communication skills;
- Ability to work independently and also as part of a team;
- Able to foster collaborative relationships across the business and facilitate cooperation;
- A proactive mindset and a drive to improve processes and outcomes;
- Adaptable to change; and
- Previous experience with wealth products would be an asset.
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The base salary for this position is between $52,800 - $ 97,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Be your best at Canada Life- Apply today
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.
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.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
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