Investment Specialist

Investment Specialist – 12 months

Canada Life (a part of the Power Financial Corporation) is seeking an Investment Specialist to process investment transactions and trades within the Wealth Serv system. This is a temporary full‑time role with a 12‑month contract based in Toronto or Ottawa.

Key responsibilities:

• Full scrubbing of received applications ensuring that SLAs (Service Level Agreements) are met.
• Communicates with advisors to obtain missing information and 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, and 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 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 is an asset.
• Completion of Post‑Secondary School, or equivalent.

Salary: Base salary $45,600 – $68,400 annually, with additional bonus and commission opportunities. The base figure excludes other variable compensation.

Canada Life is committed to providing an inclusive, accessible environment for all employees and customers. All employees have the opportunity to reach their potential, and we remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies.

To request a reasonable accommodation in the application process, contact talentacq

We are one of Canada’s leading insurers, serving over 13 million people across Canada, with additional operations in Europe and the United States. Canada Life offers a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

Canada Life thanks all applicants; only those who qualify for an interview will be contacted.