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 acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and servesthe 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 LOI’s
- Email wire order confirmation for application submission
- Completes transactions and trades on WealthServ system
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📌 Investment Specialist (Toronto)
🏢 Canada Life Group
📍 Toronto
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