Investment Specialist - 12 Month Contract

Canada Life; Ottawa; On-site; CAD 41,000 - 68,000; Full time

Benefits offered by this job

Education reimbursement

Health & dental benefits

Mental health benefit

Volunteer day

Pension plan

Employee shares

Recognition programs

Job summary

Canada Life in Ottawa is seeking an Investment Specialist to process investment transactions and trades accurately and on time. The role includes scrubbing applications, coordinating with advisors, and entering data into WealthServ, with minimal supervision.

You will support back-office systems and contribute to team performance while handling sensitive financial information in a dynamic environment.

Qualifications

• 5+ years experience in the insurance/financial services industry.
• Specialized knowledge of investment products, specifically Segregated Funds.
• Proven experience in Microsoft Office applications.
• Knowledge of WealthServ is an asset.
• Completion of Post-Secondary School, or equivalent.

Responsibilities

• Fully scrub received applications to meet SLAs.
• Communicate with advisors to obtain missing information and signatures on investment applications.
• Enter applications into the WealthServ system.
• Adhere to processes to mitigate LOIs.
• Email wire order confirmations for submissions.
• Complete transactions and trades on WealthServ.
• Follow up on transfers and ensure current data in WealthServ.
• Retrieve and respond to incoming email inquiries and requests.
• Work with back office systems and insurer websites.
• Occasionally assist other employees with information.

Skills

Investment products knowledge

Microsoft Office

WealthServ knowledge

Education

Post-secondary education

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 timefor 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.

The Investment Specialist is responsible for processing investment transactions and trades, both timely and accurately.

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 5 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 $41,100 - $68,400 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 additionalinvestment 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 [e-mail]. 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