Job Description

The Investment Finance Team is part of the Financial Operations Team within Individual Customer Finance. The team is responsible for consolidating the daily trade activity from the Individual Customer and Group Customer systems and the related transfer of information to Investments to facilitate market trading for approximately 1,000 segregated funds for Great-West Life, London Life and Canada Life. The team is also responsible for the completion of the related financial transactions and reconciliations, changes to relevant financial systems, processes and interfaces resulting from fund changes, as well as supporting internal and external fund reporting, including HST.

As a contributing member of the team, you will provide business decision support related to the administration of segregated funds via investment interfaces and fund manager interaction.

This role supports both Individual and Group Customer and interacts closely with Administration, Investments, as well as related business partners such as banks and fund managers, building and managing these relationships is key.

This team also ensures effective and appropriate financial information and controls for segregated funds are in place and followed in an accurate and timely manner.

What you will do

• Liaise with internal/external business partners including Wealth Solutions, Investments, Operations, Treasury, Banks, Fund managers and Client Relationship Managers
• Ensuring data integrity on Seg Fund administrative system (IRFI)
• Providing timely and accurate segregated fund data daily and on an adhoc basis
• Coordinating and processing various Investment Management Fee accountabilities, as well as HST
• Reconciling and analyzing financial reporting and cash movement processes
• Assisting with development and implementation of efficiency process changes
• Fostering a positive atmosphere to maintain high level of teamwork within the area
• Adherence to Internal Controls Over Financial Reporting and regulatory bodies

What you will bring

• Experience with Segregated Funds and/or Investments required
• Familiarity of GC Plan Sponsor/IC Wealth / IRFI business a benefit
• Early shift start time required to meet various financial deadlines (between 7 and 7:30am ET)
• Education/skills acquired at the post-secondary diploma/degree or equivalent working experience
• Strong numerical and financial aptitude
• Advanced MS Excel & MS Outlook required
• Intermediate MS Word required; basic knowledge of MS Access an asset
• Experience with mainframe an asset
• Proven ability to adapt to changing priorities, work with a sense of urgency and accuracy
• Proven ability to think quickly and make sound decisions
• Proven ability to work in ambiguous and unstructured situations
• Self motivated and detailed oriented
• Dedicated to continual learning and self development
• Accounting knowledge an asset
• Excellent communication skills - verbal and written and the ability to communicate with all levels of positions within the organization
• Completion of the Canadian Securities Course would be an asset

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.

#LI-Hybrid

Canada Life