Investment Specialist
6 days ago
Job Title Investment Specialist - 12 months Employer Canada Life Job Overview The Investment Specialist is responsible for processing investment transactions and trades, both timely and accurately. Responsibilities 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 Qualifications 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 WealthServ an asset Completion of Post-Secondary School, or equivalent Location Toronto or Ottawa Compensation The base salary for this position is between $45,600 - $68,400 annually. Application Process 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. Referrals increase your chances of interviewing at Canada Life by 2x Get notified about new Investment Specialist jobs in Ottawa, Ontario, Canada. #J-18808-Ljbffr
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Investment Specialist
2 weeks ago
Ottawa, Canada Canada Life Full timeInvestment Specialist - 12 Month Contract Join to apply for the Investment Specialist - 12 Month Contract role at Canada Life Investment Specialist - 12 Month Contract 2 days ago Be among the first 25 applicants 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...
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Investment Specialist
7 days ago
Ottawa, Canada Canada Life Full timeJob Title Investment Specialist - 12 months Employer Canada Life Job Overview The Investment Specialist is responsible for processing investment transactions and trades, both timely and accurately. Responsibilities Full scrubbing of received applications ensuring that SLAs (Service Level Agreements) are met Communicates with advisors to obtain missing...
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Investment Specialist
5 days ago
Ottawa, Canada Canada Life Full timeJob Title Investment Specialist - 12 months Employer Canada Life Job Overview The Investment Specialist is responsible for processing investment transactions and trades, both timely and accurately. Responsibilities Full scrubbing of received applications ensuring that SLAs (Service Level Agreements) are met Communicates with advisors to obtain missing...
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Ottawa, Canada Scotiabank Full timeRequisition ID: 208971 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, Administrative Assistant, you will be primarily responsible for working with Investment Specialists to support the development of new wealth management business acquisitions and relationships in target...
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Investment & Retirement Specialist
7 days ago
Ottawa, Canada Canada Life Full timeJoin to apply for the Investment & Retirement Specialist role at Canada Life. Permanent Full Time We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. This is one of the fastest growing areas within Canada Life. This role seeks to ensure the satisfaction and loyalty of our valued customers so that they continue to...
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Investment & Retirement Specialist
5 days ago
Ottawa, Canada Canada Life Full timeJoin to apply for the Investment & Retirement Specialist role at Canada Life . Permanent Full Time We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. This is one of the fastest growing areas within Canada Life. This role seeks to ensure the satisfaction and loyalty of our valued customers so that they continue to...
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Investment & Retirement Specialist
6 days ago
Ottawa, Canada Canada Life Full timeJoin to apply for the Investment & Retirement Specialist role at Canada Life. Permanent Full Time We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. This is one of the fastest growing areas within Canada Life. This role seeks to ensure the satisfaction and loyalty of our valued customers so that they continue to...
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Investment Specialist
2 weeks ago
Ottawa, Canada Canada Life Full timeA leading Canadian insurance company is looking for an Investment Specialist for a 12-month contract. The role involves processing investment transactions and ensuring communication with advisors. The ideal candidate will have at least 1 year of experience in the financial services industry and a strong knowledge of investment products. This position offers...
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Investment Specialist
6 days ago
Ottawa, ON KZ R, Canada Canada Life Full timePermanent Full TimeAs 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...
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Ottawa, Canada CMHC Full timeJob Requisition ID: 10714 Position Status: Permanent Full Time Position Type: Hybrid Office Location: Ottawa (ON) Travel Requirement: Limited Language Designation: English Essential Language Skill Levels (Read/Write/Speak): ZZZ Security Requirement: Reliability Status Salary: Our salaries generally range from $ 84699.11 to...
