We are looking for a Transfers Specialist. The Transfers Specialist is responsible for facilitating the transfer of advisor’s blocks of business, whether through a change of MGAs or the sale of business between advisors. The Transfers Specialist works with carriers and other MGAs to ensure that all requirements and criteria are met for the block transfer, and works with multiple departments to process the block transfer. The Transfers Specialist maintains detailed tracking of all transfers, investigates any potential issues, and verifies the accuracy and timeliness of all data being transferred.What you will doWork closely with carriers and other companies to facilitate the transfer of advisor’s blocks of business between MGAsSubmit all required transfer documents to other MGAs for block valuationWork with Finance team to complete the valuation for blocks of business being transferred out, validate valuation for blocks transferring in, and issue or receive paymentPull client listings from carrier websites to verify accurate and complete transfer, investigate when business is not moved properlyCoordinate with Compensation team to identify any debt, and advise the carrier of any issues preventing the completion of the transfer in/outUpdate Wealthserv Insurance to transfer business over, and notify the FundServ team of the completed buy/sell, in order to move business on Wealthserv InvestmentManage and update cases on Salesforce to document progress of all transfer activitiesMaintain Sentry File system to ensure data integrity on all back office systems, and allow for easy referral and retrieval of informationTerminate advisor shells upon transfer outs of FH to maintain accurate profile countsMaintain a full understanding of transfer in/out, buy/sell process, compliance and privacy rules/laws, transfers of business and consolidationsWhat you will bringCompletion of Post-Secondary School, or equivalentMinimum of 1 year experience in the insurance and financial services industryPossesses specialized knowledge of contracting processes within the MGA and insurance industryProven experience in Microsoft Office applicationsKnowledge of WealthServ an assetDetail-orientedAnalytical and problem-solving skillsExcellent organizational and time management skillsStrong interpersonal and communication skills. Communicates effectively (internally and externally)Demonstrated flexibility and adaptability to work in an ever-changing environmentAs this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needsGiven the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Montreal or Kitchener.The base salary for this position is between$56,000 - $84,000annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.What we offerCareer Development : Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.Health & Wellness : Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.Time Off : In addition to regular vacation and personal days, we support community involvement with a volunteer day.Financial Security : Company-matching pension plan, share ownership program and additional investment options.Rewards and Recognition : Employee recognition programs, service milestone celebrations, employee discounts and more!Emphasis on Community : We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact All information provided will be handled in accordance with applicable laws and Canada Life policies.Location: Kitchener Ontario, ON, CA, N2P 2G5; Montreal, Quebec, CA#J-18808-Ljbffr