Investment Specialist

Join to apply for the Investment Specialist - 12 months role at Canada Life 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. Financial Horizons continues to operate independently in the marketplace. The Investment Specialist is responsible for processing investment transactions and trades, both timely and accurately. 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 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 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 applicationsKnowledge of WealthServ an asset Completion of Post-Secondary School, or equivalent Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Edmonton, Saskatoon, Vancouver or Winnipeg. The base salary for this position is between $45,600 – $68,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you. 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. Seniority level Not Applicable Employment type Full-time Job function Finance and Sales Industries Financial Services and Insurance Meet diversity, equity, and inclusion across the company. Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As a member of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. It is our priority to 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 talentacquisitioncanada@canadalife.com. Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. #J-18808-Ljbffr