Transfers Specialist in Financial Services

Become a Transfers Specialist at Canada Life in Kitchener or Montreal. Facilitate business transitions for advisors while ensuring compliance and accuracy throughout the process.

This specialist role requires at least one year of experience in the insurance and financial services industry. You will collaborate with various teams, manage detailed records, and must possess analytical skills to determine potential transfer issues. A comprehensive understanding of the transfer process and contracting knowledge is essential for success in this position.

Key Responsibilities:

• Facilitate transfers between advisors and MGAs

• Submit required documents for business valuation

• Collaborate with Finance for payment processing

• Pull client listings from carrier websites

• Maintain and update Salesforce cases with progress

Requirements:

• Post-Secondary School completion or equivalent

• One year of experience in insurance services

• Knowledge of Wealth Serv as an asset

• Proven Microsoft Office proficiency

• Bilingualism required for Quebec roles

Utilize your organizational and analytical skills to drive successful business transfers at Canada Life.
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