Investment Specialist - 12 Month Contract

Canada Life; Toronto; On-site; CAD 44,000 - 67,000; Full time

Job summary

Join a forward-thinking company as an Investment Specialist on a 12-month contract. This role is pivotal in processing investment transactions and ensuring compliance with service level agreements. You will work closely with independent advisors, utilizing your specialized knowledge of investment products and proficiency in Microsoft Office. This dynamic position offers the chance to contribute directly to team performance in a supportive environment that values diversity and inclusion. If you are passionate about finance and eager to make a difference, this is the perfect opportunity for you.

Qualifications

• 1+ years in insurance and financial services.
• Specialized knowledge of investment products.

Responsibilities

• Process investment transactions accurately and timely.
• Communicate with advisors for missing information.
• Complete transactions on the WealthServ system.

Skills

Investment Products Knowledge

Microsoft Office

Communication Skills

Education

Post-Secondary School Completion

Tools

WealthServ

Job description

Investment Specialist - 12 Month Contract

Join to apply for the Investment Specialist - 12 Month Contract role at Canada Life.

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.

The Investment Specialist is responsible for processing investment transactions and trades, both timely and accurately. Please note this is a 12 Month Contract.

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
• Minimum of 1 year experience in the insurance and financial services industry
• Proven experience in Microsoft Office applications
• Knowledge of WealthServ is an asset
• Completion of Post-Secondary School, or equivalent

The base salary for this position is between $44,700 and $67,000 annually. This represents base salary only and does not include other variable compensation components of our total rewards (i.e., annual bonus, commission, etc.). If you are selected to move forward in our recruitment process, your recruiter will discuss additional details of our total rewards program with you.

Applications will be reviewed on a rolling basis, with a minimum of 5 business days from the posting date. Closing dates may vary depending on search activity.

Be your best at Canada Life—Apply today!

Being part of Canada Life means your voice matters. We value diversity, perspectives, and talents that shape our future success.

You’ll find a welcoming, inclusive workplace where your career and well-being are prioritized. You’ll have opportunities to excel and find new ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, we work to improve the well-being of Canadians. Join a trusted, successful company that is committed to doing the right thing.

Canada Life serves over 13 million Canadians, with operations in Europe and the US. As part of the Power Financial Corporation group, we offer a broad portfolio of insurance, investment, and retirement solutions for individuals, families, and organizations.

We are dedicated to creating an inclusive, accessible environment where all employees and customers feel valued and supported. We aim to reflect the diversity of our communities and provide equal opportunities for all. For accommodations during the application process, contact [e-mail].

We thank all applicants; only those qualifying for an interview will be contacted.

Additional Information

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Financial Services and Insurance