Investment Specialist
Canada LifeToronto, Ontario, Canada • Ottawa, Ontario, Canada
Posted April 7, 2026
43400 - 68400 CAD
Full Time
About the Company
Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.
Job Description
As an Investment Specialist, you will process investment transactions and trades, ensuring timely and accurate completion. You will work with advisors, back office systems, and insurance carrier websites, with some latitude to decide when and how work is completed. The position requires no direct supervision, but may occasionally assist other employees.
Requirements
- Full scrubbing of received applications ensuring that SLAs (Service Level Agreements) are met
- Communicates with advisors to obtain missing information and/or signatures required on investment applications
- Application entry into the WealthServ system
- Ensuring adherence to process to mitigate required LOI’s
- Email wire order confirmation for application submission
- Completes transactions and trades on WealthServ system
- Transfer follow ups – ongoing updates to ensure current data is captured in the WealthServ system
- Retrieve and respond to incoming email inquiries and requests
- Works extensively with back office systems, WealthServ, as well as insurance carrier websites
Benefits
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education 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 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.
