Investment Specialist

Investment Specialist - 18 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 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 Wealth Serv system

Ensuring adherence to process to mitigate required LOI’s

Email wire order confirmation for application submission

Completes transactions and trades on Wealth Serv system

Transfer follow ups – ongoing updates to ensure current data is captured in the Wealth Serv system

Retrieve and respond to incoming email inquiries and requests

Works extensively with back office systems, Wealth Serv, 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 Wealth Serv an asset

Completion of Post-Secondary School, or equivalent

The base salary for this position is between $43,400 – $65,100 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e., annual bonus, commission etc).

What we offer

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.

Location
Kitchener, Ontario, ON, Canada
London, Ontario, ON, Canada
Halifax, Nova Scotia, Canada

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacq 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.

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