Investment Transactions Specialist WealthServ

Process investment transactions accurately with Financial Horizons using WealthServ and specialized knowledge of segregated funds. This temporary full-time contract supports advisors. As an Investment Specialist, you will process applications, transactions, trades, and transfer updates for Financial Horizons. The role requires five years of insurance and...

Process investment transactions accurately for Financial Horizons, using WealthServ and specialized knowledge of segregated funds. This is a temporary full-time position. As an Investment Specialist, you will support advisors and complete investment applications, transactions, and trades. Financial Horizons is part of Canada Life, serving independent...

Investment Specialist - 12 Month Contract Description: 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...

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 timefor them. Canada Life...

Investment Specialist - 12 Month Contract Description: 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...

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 timefor them. Canada...

BMO Financial Group offers a 100% remote Investment Specialist role in Canada, focused on wealth and investment guidance via inbound calls. The position emphasizes strong customer relationships, trust-building, and comprehensive wealth advice from home.Ideal candidates have 1–3 years in the field, CSC or IFIC, and excellent communication. The role includes...

Launch your career in investment from the comfort of your home with BMO Investment Centre. This role requires a passion for helping clients achieve their financial goals through sound investment advice. As a remote Investment Specialist, you will engage with clients to provide customized investment solutions. With a focus on the customer, you'll support...

BMO Financial Group offers a 100% remote Investment Specialist role in Canada, focused on wealth and investment guidance via inbound calls. The position emphasizes strong customer relationships, trust-building, and comprehensive wealth advice from home. Ideal candidates have 1–3 years in the field, CSC or IFIC, and excellent communication. The role...