Canada Life is hiring an Investment Specialist to join our team. In this role, you will be responsible for processing investment transactions and trades, ensuring they are completed both timely and accurately. You'll be part of an organization dedicated to improving the well-being of Canadians.
What You'll Do
- Perform a full review of received applications to ensure Service Level Agreements (SLAs) are met
- Communicate with advisors to obtain missing information and signatures required on investment applications
- Enter applications into the WealthServ system
- Ensure adherence to process to mitigate required letters of indemnity
- Send email confirmation for wire orders upon application submission
- Complete transactions and trades on the WealthServ system
- Follow up on transfers, providing ongoing updates to ensure current data is captured
- Retrieve and respond to incoming email inquiries and requests
- Work extensively with back-office systems like WealthServ and insurance carrier websites
- Carry out work with some latitude to decide when and how tasks are completed
- Contribute results that directly impact team performance
- Assist other employees by providing information, requiring no direct supervision or coordination of staff
What We're Looking For
- Specialized knowledge of investment products, specifically Segregated Funds
- A minimum of 3 years of experience in the insurance and financial services industry
- Proven experience with Microsoft Office applications
- Completion of Post-Secondary School or equivalent
Nice to Have
- Knowledge of WealthServ is considered an asset
Technical Stack
- Microsoft Office applications
- WealthServ
- Insurance carrier websites
Benefits & Compensation
- Annual salary range: $45,600 - $68,400
- Part of a diverse and inclusive workplace where your career and well-being are championed
Work Mode
This is a hybrid position located in Ottawa.
We are committed to providing an inclusive, accessible environment where all employees and customers feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of our communities.
