Investment Operations Specialist — WealthServ

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...

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...

A leading financial services firm in Kingston is seeking a Temporary Full Time candidate to manage application processing and ensure compliance with SLAs. The ideal applicant will have specialized knowledge of investment products and at least 3 years of relevant experience. This position offers a salary range of $42,500 to $67,000 annually, with...

A leading financial services firm in Kingston is seeking a Temporary Full Time candidate to manage application processing and ensure compliance with SLAs. The ideal applicant will have specialized knowledge of investment products and at least 3 years of relevant experience. This position offers a salary range of $42,500 to $67,000 annually, with...

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...

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...

Investment Specialist (Permanent, Full-time) Location: Kingston, ON Hours: Monday to Saturday, 40 hours per week Rate of Pay: Dependent on experience Responsibilities Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning. Provide knowledgeable and friendly advice...

Investment Specialist (Permanent, Full-time) Location: Kingston, ON Hours: Monday to Saturday, 40 hours per week Rate of Pay: Dependent on experience Responsibilities Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning. Provide knowledgeable and friendly advice...

A financial services organization in Kingston is seeking an experienced Investment Specialist to provide tailored advice and manage investment portfolios for members. This role requires a strong background in financial services and excellent interpersonal skills. Candidates should have a minimum of three years of relevant experience, along with an active...

A financial services organization in Kingston is seeking an experienced Investment Specialist to provide tailored advice and manage investment portfolios for members. This role requires a strong background in financial services and excellent interpersonal skills. Candidates should have a minimum of three years of relevant experience, along with an active...