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 opportunities and solutions at the right timefor them. 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. Communicates with advisors to obtain missing information and/or signatures required on investment applications Email wire order confirmation for application submission Transfer follow ups – ongoing updates to ensure current data is captured in the WealthServ system Works extensively with back office systems, WealthServ, as well as insurance carrier websites 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 Possesses specialized knowledge of investment products, specifically Segregated Funds Minimum of 5 years experience in the insurance and financial services industry Proven experience in Microsoft Office applications Knowledge of WealthServ an asset This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.
Versatile health and dental benefits,plus a $5,000 mental health benefit to support your well-being. ~ Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day. ~ Financial Security : Company-matching pension plan,share ownership program andadditionalinvestment options. ~ All information provided will be handledin accordance withapplicable laws and Canada Life policies.

📌 Investment Specialist (Toronto)
🏢 Canada Life Group
📍 Toronto