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Investments CO-OP

Hybrid
Toronto, ON
$18 - $23/hour
Mid Level
Part-Time

Top Benefits

Variable incentive plan participation

About the role

Career Opportunity

Role Title

Investments CO-OP

Purpose of role

Foresters Financial is looking to hire talented post-secondary students. This is a great opportunity for students to learn and gain valuable exposure within financial services.

Job Description

  • Monitor and consolidate data for internal portfolio dashboards and reporting packages.

  • Support documentation management, data analytics, and ad-hoc requests.

  • Assist in the preparation and review of performance, risk, and governance reporting.

  • Help streamline and standardize recurring reporting processes.

  • Conduct research on industry peers, competitors, and market trends in insurance portfolios.

  • Identify opportunities to automate workflows using Microsoft Copilot, and developing process improvements to optimize research and reporting.

  • Contribute to documentation of digital enhancements best practices.

  • Support the ongoing implementation of a Sustainability Risk and Reporting project.

  • Support other enterprise-wide priorities as necessary.

Key Qualifications:

  • Completed a minimum of two years of post-secondary education and pursuing a degree in Finance, Commerce, Business Administration or Economics and will be returning to a post-secondary educational institution in fall 2025
  • A team player and self-starter with strong analytical and problem-solving skills
  • Strong Excel proficiency with ability to analyze, interpret, and manipulate data.
  • Strong verbal and written communication skills
  • Available to work full-time from May to August 2025
  • Ability to come onsite in a hybrid capacity
  • Flexible and dynamic individual who can adjust and prioritize accordingly to adapt to business demands and requirements

Salary Range: $18.00-$23.00 per hour

#LI-Hybrid

The actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.

Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.

Equal Opportunity Employment and Inclusion –at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email

accommodations@foresters.com

in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.

About Foresters Financial

Financial Services
1001-5000

Foresters Financial is redefining the life insurance and individual savings industry across the U.S., Canada and UK by enriching the lives, communities, and overall well-being of its members. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized processes that make it easy to get life insurance without traditional medical exams. State-of-the-art mobile tools help agents deliver tailored plans to prospective and current members. Dedicated to its members’ well-being, Foresters offers a suite of member benefits and is redefining the conventional life insurance model, bringing improved financial security and overall wellness to everyday North American families. Foresters recently merged with Canada Protection Plan to become a leading life insurance distributor in Canada. Foresters Financial is the trade name for The Independent Order of Foresters, the oldest non-denominational fraternal benefit society. For 23 straight years, The Independent Order of Foresters has received an “A” (Excellent) rating from A.M. Best.

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