Select how often (in days) to receive an alert:Investment Specialist, temporary 12-month contractDescription: 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 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 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 LOI'sEmail 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 5 years experience in the insurance and financial services industryProven experience in Microsoft Office applicationsKnowledge of WealthServ an assetCompletion of Post-Secondary School, or equivalent-The base salary for this position is between $43,400 - $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.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.Grow with Canada LifeWe'reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. 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.



Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!What we offerWe're committed to supporting our employees through every stage of their career. Here's what you can expect as a full time or part-time permanent team member:Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.Health & Wellness:Flexible 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.Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.Learn moreabout Canada Life .We'recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.LocationEdmonton Alberta, AB, CA, T6A 0L4 Vancouver British Columbia, British Columbia, CA, V6E 4H1 Saskatoon Saskatchewan, SK, CA, S7T 0J1 Winnipeg Manitoba, MB, CA, R3C 3Z5

📌 Investment Specialist, Temporary 12-Month Contract (Edmonton)
🏢 Canada Life Group
📍 Edmonton