Process investment transactions accurately for Financial Horizons, using WealthServ and specialized Segregated Funds knowledge in a temporary full-time role.
The Investment Specialist processes applications, transactions, and trades for Financial Horizons, a Canada Life company. This role requires investment product knowledge, careful application review, advisor communication, and Microsoft Office experience. You will work extensively with WealthServ, back-office systems, and insurance carrier websites.
Key Responsibilities:
- Scrub received applications while meeting required service-level agreements
- Contact advisors for missing information or required signatures
- Enter applications and complete trades in WealthServ
- Follow up on transfers and update current WealthServ data
- Retrieve and respond to incoming email inquiries
Requirements:
- Specialized knowledge of investment products, especially Segregated Funds
- Minimum five years in insurance and financial services
- Proven experience using Microsoft Office applications
- Knowledge of WealthServ is an asset
- Post-secondary education or equivalent
Apply investment operations expertise, WealthServ skills, and accurate transaction processing experience with Financial Horizons and Canada Life.
Investment Transactions Specialist WealthServ in Edmonton employer: Canada Life
Canada Life is an exceptional employer that fosters a high-performing culture, offering strategic leadership opportunities in compliance and risk management. With locations in vibrant cities like Toronto, London, Montreal, and Winnipeg, employees benefit from a collaborative work environment, comprehensive professional development programs, and a commitment to work-life balance, making it a rewarding place for those seeking meaningful careers.
