Investment Specialist

Canada Life; Eastern Ontario; On-site; CAD 42,000 - 67,000; Full time

Job summary

A leading financial services firm in Kingston is seeking a Temporary Full Time candidate to manage application processing and ensure compliance with SLAs. The ideal applicant will have specialized knowledge of investment products and at least 3 years of relevant experience. This position offers a salary range of $42,500 to $67,000 annually, with opportunities for career growth within a diverse and inclusive environment.

Qualifications

• Possesses specialized knowledge of investment products, specifically Segregated Funds.
• Minimum of 3 years experience in the insurance and financial services industry.
• Proven experience in Microsoft Office applications.

Responsibilities

• Full scrubbing of received applications ensuring that SLAs are met.
• Communicates with advisors to obtain missing information.
• Application entry into the WealthServ system.
• Ensuring adherence to process to mitigate required LOIs.
• Email wire order confirmation for application submission.

Skills

Specialized knowledge of investment products

3+ years experience in insurance and financial services

Proven experience in Microsoft Office

Education

Completion of Post-Secondary School

Tools

WealthServ

Job description

Temporary Full Time

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.

What You Will Do

• Full scrubbing of received applications ensuring that SLAs (Service Level Agreements) are met
• Communicates with advisors to obtain missing information and/or signatures required on investment applications
• Application entry into the WealthServ system
• Ensuring adherence to process to mitigate required LOI’s
• Email wire order confirmation for application submission
• Completes transactions and trades on WealthServ system
• Transfer follow ups – ongoing updates to ensure current data is captured in the WealthServ system
• Retrieve and respond to incoming email inquiries and requests
• Works extensively with back office systems, WealthServ, as well as insurance carrier websites
• Work is carried out with some latitude to decide when and how work is completed
• Results directly contribute to the performance of the team
• The position requires no direct supervision or coordination of employees, but may occasionally assist other employees by providing them with information

What You Will Bring

• Possesses specialized knowledge of investment products, specifically Segregated Funds
• Minimum of 3 years experience in the insurance and financial services industry
• Proven experience in Microsoft Office applications
• Knowledge of WealthServ an asset
• Completion of Post-Secondary School, or equivalent

The base salary for this position is between $42,500 - $67,000 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.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [e-mail].

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