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Financial Analyst supporting AIMCo’s CAD $10B private investment portfolio through transaction processing, cash management, reconciliations, and reporting. Driving operational improvements and automation across loan operations.
About the role
- Financial education specialist guiding Canadian group-retirement-plan members at Manulife. Handling service inquiries, compliance records, and referrals to Wealth & Retirement advisors.
Responsibilities
- Handle inbound, outbound, and email databases to provide education to members seeking guidance or advice
- Gather and accurately record customer information required to meet compliance and privacy needs within the CRM tool
- Provide customer experiences accurately and professionally
- Position the full value of advice to make successful referrals to Wealth & Retirement advisors
- Triage existing leads to handle immediate needs or position warm introductions to Wealth & Retirement advisors
- Process service-related client needs
- Meet departmental productivity and quality objectives and call-audit standards
- Meet service-level agreements for Welcome call activities
- Stay current on changes in legislation, products, and administrative processes
- Handle the advisor toll-free line
Requirements
- 1-2 years of Financial Services experience, preferably in phone
- Advanced listening and customer service skills
- Ability to consult with all customers
- Ability to adapt to the evolving needs of the business
- Strong analytical and problem-solving skills
- Preferred: Post-secondary education in finance, business or related field
- Background in a financial services industry
- Canadian Securities Course or IFIC is an asset
- Understanding of investment products available to Canadian investors, such as RRSP and RRIF
- Knowledge of segregated funds
- Bilingualism in English and French is a strong asset; if the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside Québec
Benefits
- Flexible work environment
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Learning and career development support
- Inclusion and well-being support
- Incentive programs and incentive compensation tied to business and individual performance
Job title
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Degree requirement
No Education Requirement
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