Permanent Full TimeWhat 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 LOIsEmail 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 3 years experience in the insurance and financial services industryProven experience in Microsoft Office applicationsKnowledge of WealthServ an assetCompletion of Post-Secondary School, or equivalentBase salary for this position is between$43,400 - $68,400annually.



This represents base salary only and does not represent other variable compensation components of our total compensation (i.E. annual bonus, commission, etc).What we offerCareer Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.Health & Wellness: Versatile health and dental benefits, plus a $5,000 mental health benefit to support your well-being.Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.Financial Security: Company-matching pension plan, share ownership program and additional investment options.Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.We’re committed 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 handled in accordance with applicable laws and Canada Life policies.Canada Life would like to thank all applicants; however, only those whoqualify for an interview will be contacted.#J-18808-Ljbffr

📌 Investment Specialist - $43,400 - $68,400 A Year (Toronto)
🏢 Canada Life
📍 Toronto