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Reporting to the Assistant Manager, Field Ops & Recognition, this position is suited for an individual who shows strong attention to detail, is highly motivated with excellent analytical and problem solving skills, and thrives in an environment that is constantly changing.


The Specialist (CLS) is accountable for the administration of the lifecycle of contracting and licensing of advisors and firms. You are a facilitator between the advisors/corporations and field mgmt, as well as the regulatory boards and securities commissions.


The successful applicant will be expected to learn and become familiar with the rules and processes as well as the legal requirements of the governing boards for each province, and be able to apply that knowledge to a variety of scenarios to determine what is required from both a legal and systems perspective.


What you will do:

• Analyzing eligibility and handling the set up of advisors, corporations and corporation changes within the Advisor Solutions and/or Group Broker channels in accordance with Canada Life (CL) guidelines, provincial (resident and non-resident) Insurance Council regulations and MFDA (Mutual Fund Dealers Associations) compliance regulations.
• Developing and maintaining good working relationships with the Insurance Councils and Securities Commissions as well as internal and external business partners.
• Providing information and support to advisors, management, distribution VP\xe2\x80\x99s and other business areas in an accurate and timely manner.
• Providing support and guidance to advisors and mgmt through the registration and maintenance of life and mutual fund licenses as well career events and corporation changes.
• Ability to understand and apply provincial regulations as it pertains to corporate licensing and payment of mutual fund commissions, as well as interpreting articles of incorporation and share registries to meet company and legislative requirements.
• Handling unique and complex issues and problems as they arise.
• Updating and maintaining contracting & licensing information on various systems including the Rep/Org database, the National Registration Database, Investment Centre, Siebel, FASAT, etc.
• Other administrative duties as required.

What you will bring:

• Demonstrates strong customer service and communication skills both written and verbal
• Proficient in using Microsoft Office products including Word and Excel
• Attentive to detail, demonstrated initiative, analytical and problem-solving skills
• Team player
• Focus on quality and timeliness to meet deadlines
• Strong organization skills \xe2\x80\x93 Able to handle multiple priorities while managing deadlines
• Ability to work in an unstructured environment
• Flexibility \xe2\x80\x93 Able to work overtime when required
• Bilingual (French/English) - Proficient written and verbal communication skills would be an asset.
• The successful applicant should be comfortable with both work from home options as well as working on site.

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Toronto, London, Winnipeg.


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\xe2\x80\x99re part of a diverse and inclusive workplace where your career and well-being are championed. You\xe2\x80\x99ll 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\xe2\x80\x99ll deliver on our shared purpose to improve the well-being of Canadians. It\xe2\x80\x99s our driving force. Become part of a strong and successful company that\xe2\x80\x99s 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\xe2\x80\x99re one of Canada\xe2\x80\x99s 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.


Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.


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