Wealth Solutions Operations Analyst

We are seeking an Wealth Solutions Operations Analyst to join our team in Toronto.

This is an exciting time to join People Corporation. Our high level of acquisition activity and our consistent organic growth continue to define and further enhance our benefits, pension, and HR products and services and how they are delivered to our clients. At People Corporation we are committed to helping businesses succeed. We are a national provider of group benefits, group retirement, wellness, and human resource solutions. Our experts provide valuable insight, and offer customized solutions designed to fit the unique needs of our clients.

The Wealth Solutions Operations Analyst will oversee the day-to-day administrative operations of the Wealth Group which includes Retirement Solutions, Individual Financial Solutions, and Actuarial Services. Reporting to the Health & Wealth Senior Operations Manager, the Wealth Solutions Operations Analyst prepares program budgets, manages financial analysis, facilitates several optimization programs, and coordinates new firms’ onboarding.

The Wealth Solutions Operations Analyst will:

• Handle issues including include risk management, clients' termination, and employee concerns.


• Manage weekly and monthly budgets; responsible for tracking revenue, carrier management, and reporting accuracy.


• Be comfortable working with new technology, as new software implementation and employee training are part of this role.


• Be highly proficient with quick and efficient problem solving.


• Work closely with the other departments, such as corporate human resources, finance, and IT to assist with planning the long-term and short-term goals of the organization.


• Play a lead role in providing financial and operational support to senior management and be responsible for keeping the company’s administration system accurate and maintained.


• Support the coordination of on-site and off-site events.

To be successful as the Wealth Solutions Operations Analyst you will need:

• Solid understanding of business fundamentals related to negotiations and financial management.


• The ability to work in an unstructured environment and independently.


• Strong leadership, coaching, and organizational skills.


• Excellent oral, written, and interpersonal communication skills; ability to communicate with people at various levels, including executive management, staff, and clients.


• Strong project planning and execution skills, including the ability to make mid-course corrections.


• Strong Excel knowledge, including large amounts of data processing, spreadsheets, and databases.

All-star candidates will have:

• Bachelor's Degree in a Business related field and three years of experience in an office environment; or a combination of experience and/or education.


• Experience in Group Retirement preferred.


• LLQP, RPA, CEBS designation considered an asset.


• Experience with Salesforce an asset.

What's in it for you:

• Learn by working alongside our experts


• Extended health care and dental benefits


• A retirement savings plan with company contributions


• A suite of Health & Wellness offerings


• Mental Health programs and support for you and your family


• Assistance for the completion of industry designations


• Competitive compensation