Specialist – Investments and Retirement
Top Benefits
About the role
Discover
The Opportunity
Moncton, NB
Insurance
Experienced
Full-time
$60,000 - $70,000 / year
Benefits: Health Insurance
Dental Insurance
Paid Time Off
Flexible Work
Pension plan
Retirement Plans
Life Insurance
Disability Insurance
Employee Assistance Program
Bonuses & Incentives
Wellness Programs
Reporting to the Manager of the Investments and Retirement team, this role coordinates requests from the sales force related to investment and retirement products and acts as the primary point of contact for complex inquiries. The role works closely with internal partners to ensure efficient request handling, deliver value‑added service to brokers, and support operational efficiency and client service quality.
What you'll do
Responsibilities
Act as the primary point of contact for the sales force (Regional VP, BDMs, and preferred brokers), responding to complex inquiries related to investment and retirement products.
Support the supervisor and Regional VP of Sales in managing business relationships with sales and marketing teams, working closely with marketing representatives; occasional travel may be required.
Serve as a key resource for Sales and Marketing and collaborate with the Compensation team on broker commission processing.
Ensure service standards are met by managing priorities and adjusting tasks to achieve operational objectives.
Process complex broker requests related to investment products (e.g., Segregated Funds, GICs, RRSPs, RRIFs, TFSAs, locked‑in accounts, pension plans), including financial and non‑financial transactions, some exceeding $1M.
What you'll need
Qualifications
Excellent communication skills, both written and verbal (English and French)
5-10 years of experience in investments and/or customer service within the financial services sector
Postsecondary or university degree in Financial Services, Business Administration, or a related field
Strong knowledge of investment and retirement products
Ability to analyze data and apply comparative and statistical analysis methods
Proficient with computer tools, including Microsoft Office
Experience working with investment administration systems (e.g., Compass)
Solid understanding of investment contracts and applicable regulatory requirements across provincial jurisdictions
If this challenge matches your career aspirations and you want to play a key role in the exciting development of our company, please apply by April 5, 2026.
We're looking for
Core Skills
Communication Organizational Skills Teamwork
A little bit about us
Assumption Life
At Assumption Life, we value the development of our employees in diversified and inclusive work teams that foster creative thinking and innovation.
Assumption Life is deeply committed to its community's development
Founded in 1903 in Massachusetts, Assumption Life is the result of a group of people who want to take their destiny into their own hands. Their goal was simple: to ensure the prosperity of Acadian families in New England. Since its inception, Assumption Life has continued to making difference beyond the borders of l'Acadie for all families across Canada. Our Company, which began as a great idea 122 years ago, is now one of the largest mutual life insurance and financial services companies in Canada. Today, this culture of generosity and commitment is demonstrated by our employees. Whether it is helping out at special events, raising funds for charities or, helping people in need, Assumption Life employees are very committed to their community and are always ready to help.
An employer of choice
We ensure competitive salaries, as well as performance-based bonuses, generous benefits and flexibility in our policies and practices to respond to the needs of our employees.
Assumption Life is committed to creating a diverse environment and is proud to be an equal opportunity employer. We extend employment regardless of race, color, ancestry, religion, sex, national or ethnic origin, sexual orientation, age, citizenship, marital status, family status, genetic characteristics, disability, gender identity or gender expression, status of a pardoned person, social condition or political activity. If you have a disability or special need that requires accommodation for an interview, please let us know by emailing ressources.humaines@assomption.ca
Are you interested?
Work With Us
Be part of a dynamic team that values leadership, collaboration, trust, and commitment. Enjoy training and development opportunities, a competitive salary, bonuses, a robust pension plan, and more. Our vibrant downtown Moncton location offers a dynamic work environment, a gym in the building, and one paid day for volunteer work each year.
Not the right fit? Search for Specialist jobs in Moncton, NB
About ASSUMPTION LIFE
Assumption Life (Fr: Assomption Vie) is a financial services company based in Moncton, New Brunswick, Canada. The company is a Canada wide life insurance provider with over 75,000 active policies and also operates a large asset management agency with over one billion dollars of assets under management.
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Specialist – Investments and Retirement
Top Benefits
About the role
Discover
The Opportunity
Moncton, NB
Insurance
Experienced
Full-time
$60,000 - $70,000 / year
Benefits: Health Insurance
Dental Insurance
Paid Time Off
Flexible Work
Pension plan
Retirement Plans
Life Insurance
Disability Insurance
Employee Assistance Program
Bonuses & Incentives
Wellness Programs
Reporting to the Manager of the Investments and Retirement team, this role coordinates requests from the sales force related to investment and retirement products and acts as the primary point of contact for complex inquiries. The role works closely with internal partners to ensure efficient request handling, deliver value‑added service to brokers, and support operational efficiency and client service quality.
What you'll do
Responsibilities
Act as the primary point of contact for the sales force (Regional VP, BDMs, and preferred brokers), responding to complex inquiries related to investment and retirement products.
Support the supervisor and Regional VP of Sales in managing business relationships with sales and marketing teams, working closely with marketing representatives; occasional travel may be required.
Serve as a key resource for Sales and Marketing and collaborate with the Compensation team on broker commission processing.
Ensure service standards are met by managing priorities and adjusting tasks to achieve operational objectives.
Process complex broker requests related to investment products (e.g., Segregated Funds, GICs, RRSPs, RRIFs, TFSAs, locked‑in accounts, pension plans), including financial and non‑financial transactions, some exceeding $1M.
What you'll need
Qualifications
Excellent communication skills, both written and verbal (English and French)
5-10 years of experience in investments and/or customer service within the financial services sector
Postsecondary or university degree in Financial Services, Business Administration, or a related field
Strong knowledge of investment and retirement products
Ability to analyze data and apply comparative and statistical analysis methods
Proficient with computer tools, including Microsoft Office
Experience working with investment administration systems (e.g., Compass)
Solid understanding of investment contracts and applicable regulatory requirements across provincial jurisdictions
If this challenge matches your career aspirations and you want to play a key role in the exciting development of our company, please apply by April 5, 2026.
We're looking for
Core Skills
Communication Organizational Skills Teamwork
A little bit about us
Assumption Life
At Assumption Life, we value the development of our employees in diversified and inclusive work teams that foster creative thinking and innovation.
Assumption Life is deeply committed to its community's development
Founded in 1903 in Massachusetts, Assumption Life is the result of a group of people who want to take their destiny into their own hands. Their goal was simple: to ensure the prosperity of Acadian families in New England. Since its inception, Assumption Life has continued to making difference beyond the borders of l'Acadie for all families across Canada. Our Company, which began as a great idea 122 years ago, is now one of the largest mutual life insurance and financial services companies in Canada. Today, this culture of generosity and commitment is demonstrated by our employees. Whether it is helping out at special events, raising funds for charities or, helping people in need, Assumption Life employees are very committed to their community and are always ready to help.
An employer of choice
We ensure competitive salaries, as well as performance-based bonuses, generous benefits and flexibility in our policies and practices to respond to the needs of our employees.
Assumption Life is committed to creating a diverse environment and is proud to be an equal opportunity employer. We extend employment regardless of race, color, ancestry, religion, sex, national or ethnic origin, sexual orientation, age, citizenship, marital status, family status, genetic characteristics, disability, gender identity or gender expression, status of a pardoned person, social condition or political activity. If you have a disability or special need that requires accommodation for an interview, please let us know by emailing ressources.humaines@assomption.ca
Are you interested?
Work With Us
Be part of a dynamic team that values leadership, collaboration, trust, and commitment. Enjoy training and development opportunities, a competitive salary, bonuses, a robust pension plan, and more. Our vibrant downtown Moncton location offers a dynamic work environment, a gym in the building, and one paid day for volunteer work each year.
Not the right fit? Search for Specialist jobs in Moncton, NB
About ASSUMPTION LIFE
Assumption Life (Fr: Assomption Vie) is a financial services company based in Moncton, New Brunswick, Canada. The company is a Canada wide life insurance provider with over 75,000 active policies and also operates a large asset management agency with over one billion dollars of assets under management.