Investment Specialist - 18 Month Contract

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.

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 LOIs.
• 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 applications.
• Knowledge of WealthServ an asset.
• Completion of Post-Secondary School, or equivalent.

Base salary ranges from $43,400 to $65,100 annually. This represents base salary only and does not include other variable compensation components of our total rewards program.

What We Offer

• Career development opportunities, including up to $2,000 annually towards education reimbursement.
• Health and dental benefits, plus a $5,000 mental health benefit.
• Paid vacation, personal days, and a volunteer day to support community involvement.
• Company-matching pension plan, share ownership program, and additional investment options for financial security.
• Employee recognition programs, service milestone celebrations, employee discounts, and more.
• Community emphasis through Employee Resource Groups, mentorship programs, social clubs, and events.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact View email address on ca.talent.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants; however, only those who qualify for an interview will be contacted.