Job Title

Investment Specialist - 12 months at Canada LifeAs one of Canadas 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.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.What you will doFull scrubbing of received applications ensuring that SLAs (Service Level Agreements) are metCommunicates with advisors to obtain missing information and/or signatures required on investment applicationsApplication entry into the WealthServ systemEnsuring adherence to process to mitigate required LOIsEmail wire order confirmation for application submissionCompletes transactions and trades on WealthServ systemTransfer follow ups ongoing updates to ensure current data is captured in the WealthServ systemRetrieve and respond to incoming email inquiries and requestsWorks extensively with back office systems, WealthServ, as well as insurance carrier websitesWork is carried out with some latitude to decide when and how work is completedResults directly contribute to the performance of the teamThe position requires no direct supervision or coordination of employees, but may occasionally assist other employees by providing them with informationWhat you will bringPossesses specialized knowledge of investment products, specifically Segregated FundsMinimum of 3 years experience in the insurance and financial services industryProven experience in Microsoft Office applicationsKnowledge of WealthServ an assetCompletion of PostSecondary School, or equivalentThe base salary for this position is between $45,600 and $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.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.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.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 Life would like to thank all applicants, however only those who qualify for an interview will be contacted. #J-18808-Ljbffr