Customer Data Technician, temporary 4-month contract

Job summary

The Customer Data Technician is responsible for integrating data feeds from carrier partners into the back-office system and ensuring data accuracy. They perform reconciliation tasks, validate records, and support system migration and onboarding projects.

Job details

Temporary Full Time - 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 - The base salary for this position is between $39,100 - $55,700 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. 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 talentacquisitioncanada@canadalife.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

What you’ll do

The Customer Data Technician is responsible for integrating data feeds from carrier partners into the back-office system and ensuring data accuracy. They perform reconciliation tasks, validate records, and support system migration and onboarding projects.

Requirements

The role requires strong attention to detail and the ability to manage data integrity across client and advisor records. Candidates should be comfortable working with back-office systems and collaborating with various teams to streamline data processes.

Benefits

• Career development
• Education reimbursement
• Health benefits
• Dental benefits
• Mental health benefit
• Volunteer day
• Pension plan
• Share ownership program
• Employee recognition programs
• Employee discounts

Listed skills

• Data Validation · Preferred
• Attention to detail · Preferred
• Communication · Preferred
• Problem solving · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Data integration
• Data validation
• Data reconciliation
• Data quality
• System migration
• Record management
• WealthServ
• Data mapping
• Analytical skills
• Attention to detail
• Communication
• Problem solving
• Financial services
• Database management
• Mental Health
• Customer Data Management
• Data Integrity
• Data Quality
• Mentorship
• Milestones (Project Management)
• Team Leadership

Job areas

• Data & Analytics
• Finance & Accounting
• Administrative
• Technology
• Customer Data Technician
• Data Specialist
• Database Designers and Administrators
• Data Warehousing Specialists
• Database Architects

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