Investment Specialist

Job Title

Investment Specialist - 12 months

Canada Life

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

• 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

• 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

Toronto or Ottawa

The base salary for this position is between $45,600 - $68,400 annually.

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.

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