Expert Investment Specialist Wanted

Shape your future with Canada Life as an Investment Specialist at Financial Horizons, focusing on investment transactions. Leverage your knowledge to enhance application processing and advisor support in a collaborative setting.
This role emphasizes accuracy and timeliness in processing investment trades while working extensively with WealthServ. You will communicate with independent advisors to gather necessary information, ensuring seamless transactions. Your skills will have a direct positive effect on the advisors we support.
Key Responsibilities:
• Process trades and transactions within established SLAs
• Communicate effectively with advisors for application completion
• Manage entry and updates in WealthServ system
• Respond to inquiries via email regarding investment processes
• Follow through on transfer updates continuously
Requirements:
• 3+ years in the financial services sector
• Specialized expertise in Segregated Funds
• Proficient in Micr...

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Submit your application today and join our talented team at Canada Life.

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