Process investment transactions accurately for Financial Horizons, using WealthServ and specialized knowledge of segregated funds. This is a temporary full time position.

As an Investment Specialist, you will support advisors and complete investment applications, transactions, and trades. Financial Horizons is part of Canada Life, serving independent advisors through more than 30 offices across Canada. The work requires five years of insurance or financial services experience, Microsoft Office proficiency, and careful process adherence.

Key Responsibilities:

- Scrub applications thoroughly while meeting service level agreements
- Obtain missing information and signatures from advisors
- Enter applications and complete trades in WealthServ




- Confirm application submissions by email wire order
- Follow up on transfers and update current WealthServ data

Requirements:

- Specialized knowledge of investment products, especially segregated funds
- At least five years in insurance and financial services
- Proven experience using Microsoft Office applications
- Knowledge of WealthServ is an asset
- Post-secondary education or equivalent

Bring investment processing, WealthServ, and advisor communication expertise to Financial Horizons as an Investment Specialist.

📌 Investment Transactions Specialist WealthServ (Ottawa)
🏢 Canada Life
📍 Ottawa