Customer Data Technician (Student Position)

Description:

Temporary Full Time

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This is a student position that is 4 months in duration for the term January – April. You must be a student registered in a Canadian College or University.

This position is for students returning to school after their work term or requiring a placement as requirements for graduation. While not required, preference will be given to students enrolled in a registered Co-op program.

Applicants are required to submit both their resume and their most recent unofficial transcript as part of the application process.

As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them.

Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

Financial Horizons continues to operate independently in the marketplace.

Join a creative, collaborative team making an impact across our organization!

The Customer Data Technician Student is responsible for ensuring the accurate, complete, and timely integration of data feeds from carrier partners into the back‑office system. This role plays a key part in maintaining data quality by validating records, reconciling discrepancies, and supporting onboarding activities for new clients, advisors, and books of business.

The student works closely with other Financial Horizon teams to support system migrations, streamline data processes, and maintain the integrity of client and advisor information across the organization.

What You’ll Do

• Integrate data feeds from external partners into the back‑office system (WealthServ) and verify that all information is accurate and complete
• Validate the success of data‑feed integrations, including reviewing and addressing system rejections
• Perform data‑reconciliation tasks such as updating beneficiaries, plan types, client demographics, contact details, and related data fields
• Identify and remove duplicate clients, plans, and records to maintain data integrity
• Review data feeds for new books of business and reconcile key information against carrier sites to ensure completeness and accuracy
• Participate in migration and onboarding projects by reviewing client, advisor, and plan data — validating, updating, and creating records as required
• Support the Team Lead by tracking progress on project milestones, data‑mapping exercises, and related deliverables

What You Bring

• Currently enrolled in a post‑secondary program and in your second year or higher in a related discipline such as Business, Data Analytics, Information Systems, Technology, or another field supporting data operations and analysis
• Knowledge of Microsoft 365 applications, with intermediate to advanced Excel skills
• Understanding of how to integrate and validate data within a system environment
• Familiarity with financial data, client information workflows, and data‑security considerations
• Strong data‑analysis skills and exposure to tools such as Power Query, Python or SQL (an asset)
• High attention to detail, strong problem‑solving abilities, and a commitment to data accuracy
• Ability to work collaboratively across teams while managing competing priorities

Why Join Us

• Play a key role in ensuring high‑quality, accurate data that supports business operations and client service
• Gain hands‑on experience with data reconciliation, system integrations, and back‑office processes
• Build skills highly valued in data operations, financial services, and business‑system administration
• Collaborate with experienced team members and receive guidance and support throughout onboarding and project work
• Contribute to meaningful projects such as system migrations, data‑quality improvements, and onboarding of new books of business
• Join a team that values accuracy, collaboration, and continuous improvement

#StudentsNewGrads

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The base salary for this position is between $39,100 - $58,600 annually. 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.

For our student opportunities, the base salary will be dependent on the number of work terms you have completed along with other factors depending on your program.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer :

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career 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.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact Voir email sur jobs.swagapp.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted .

#LI-Hybrid

Location:

Kitchener Ontario, ON, CA, N2P 2G5 Winnipeg Manitoba, MB, CA, R3C 3Z5 Ottawa Ontario, ON, CA, K1Z 8R9

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