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Financial Horizons Investment SpecialistCanada Life • Ahuntsic North, ca
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Financial Horizons Investment Specialist

Financial Horizons Investment Specialist

Canada Life • Ahuntsic North, ca
18 days ago
Job type
  • Full-time
Job description
Join Financial Horizons as an Investment Specialist, focused on supporting over 6,500 advisors across Canada. This full-time position emphasizes meticulous application management and client interactions.

In this role, you will ensure timely processing of investment applications while communicating with advisors to gather essential information. With a minimum of three years in financial services, your knowledge of Segregated Funds and adeptness in systems like WealthServ will enhance operational efficiency. Your ability to work independently will allow you to contribute significantly to the team's goals.

Key Responsibilities: • Ensure compliance with service level agreements • Communicate effectively with advisors for signatures • Input data accurately into WealthServ • Manage transaction completion within the system • Update and follow up on transfer requests

Requirements: • Minimum 3 years in financial services • Expertise in investment products required • Strong proficiency in Microsoft Office • Knowledge of WealthServ beneficial • Completion of Post-Secondary School

Utilize your financial expertise to contribute to the growth of Financial Horizons. #J-18808-Ljbffr
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Financial Horizons Investment Specialist • Ahuntsic North, ca

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