Investment Specialist - 12 Month Contract

Canada Life Group; Toronto; Presencial; CAD 41.000 - 68.000; Jornada completa

Descripción de la vacante

Canada Life is seeking an Investment Specialist for a 12-month contract in Toronto to process investment transactions and trades with precision. You will support advisors and back-office systems, leveraging Segregated Funds expertise. A minimum of 5 years in insurance/financial services is required.

You will scrub applications, gather signatures, enter data in WealthServ, and ensure SLAs are met, with base salary reporting between 41,100 and 68,400 CAD annually.

Formación

• 5+ years of experience in the insurance/financial services industry.
• Specialized knowledge of investment products, specifically Segregated Funds.
• Proficiency with Microsoft Office applications and WealthServ is an asset.

Responsabilidades

• Scrub received applications to meet SLAs.
• Obtain missing information/signatures from advisors.
• Enter applications into WealthServ system.
• Process transactions and trades in WealthServ.

Conocimientos

Segregated Funds

Microsoft Office

WealthServ knowledge

Educación

Post-secondary education

Herramientas

WealthServ

Descripción del empleo

Investment Specialist - 12 Month Contract

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 servesthe 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’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand 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

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.

• Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.

• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!

• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

Learn moreabout Canada Life.

We’recommitted 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 handledin accordance withapplicable laws and Canada Life policies.

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

Location

Toronto Ontario, ON, CA, M5H 3B7 Halifax Nova Scotia, Nova Scotia, CA, B3J 3N4 Kitchener Ontario, ON, CA, N2P 2G5 London Ontario, ON, CA, N6A 5R8 Ottawa Ontario, ON, CA, K1Z 8R9