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Senior Associate Operations

Req. #:  14812
Department: Asset Management
Location: Montreal, QC CA
Job Status: Temporary Full-time
Grade:  04
Category: Customer Service/Back Office

To provide timely, quality service to Retail Investment products including, Insurance savings, Insurance payout, Annuity and Mutual Fund customers, producers and field personnel. This includes issuing contracts, processing investments, changes, withdrawals, reinvestments, transfers, payments and responding to inquiries.

  • Administers all Individual Savings and Retirements products.
  • Ensures all financial and non-financial transactions with respect to client accounts are processed in a timely manner according to service, industry and regulatory standards.
  • Ensures integrity of client holdings and maintains client information in accordance with all legal & regulatory requirements.
  • Maintains specific knowledge regarding Non-Registered and Registered Products.
  • Validates transactions to ensure that quality and accuracy standards are met. Processes any adjustments or corrections where applicable by keeping in mind the potential financial impacts (taxation, commission).
  • Takes ownership of customer requests and provides information and recommendations on policy related inquiries.
  • Supports other team members in providing quality customer service, with a focus towards continuous improvement and works in partnership with the Customer Service Centre to respond to clients’ needs that necessitate a “hand-off”.
  • Responds to client queries and requests in order to achieve our objective of Total Customer Satisfaction.
  • Continually enhances product, system and industry knowledge in order to maintain and improve our level of customer satisfaction.


  • Technical (college) degree, with a minimum of three (3) years of experience.
  • Good knowledge of Company’s Individual products (Saving Term, Saving Segregated Fund, Mutual Funds, PRRIF, GRRIF, Sovereign, Annuity), an asset.
  • Bilingual – French and English (written and spoken).
  • Attention to detail.
  • Mutual Fund Operations (IFIC course), Segregated Fund (IFIC course) or Canadian Securities Course, an asset.
  • Loma ACS designation, an asset.

Standard Life Canada is committed to creating and maintaining an inclusive and accessible workplace. If you are contacted for an interview and require accommodation during the interviewing process please let us know.

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The personal information gathered on this website is considered strictly confidential and will be used exclusively for recruitment purposes by the Human Resources department at The Standard Life Assurance Company of Canada. Under no circumstances will this information be used for other purposes or forwarded to a third party without the candidate’s authorization.

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