Financial Horizons
Jason Wagner is an experienced operations leader with a strong background in client support and contact center management within the financial services sector. Currently serving as Regional Operations Manager for Financial Horizons since February 2023, Jason previously held multiple leadership roles at Olympia Trust Company, including Senior Manager of Client Support, where responsibilities encompassed managing teams and establishing audit processes. Prior experience includes managerial positions at First Calgary Financial, overseeing contact center operations, facility services, and staff recruitment. Jason's expertise lies in team leadership, operational efficiency, and customer experience enhancement.
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Financial Horizons
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When you partner with Financial Horizons, our team of experts becomes your team of experts. Whether that’s uncovering new opportunities to grow your business, simplifying compliance solutions to proactively safeguard your practice, or connecting you with advanced market specialists to navigate large cases and emerging markets – our customizable suite of services and support is anchored in one clear goal: helping independent advisors achieve their definition of success. As a leading MGA, we raise the bar on service excellence by taking the time to understand what matters most to advisors and evolving with them – today, we actively meet the unique needs of more than 6,500 advisors through local teams across Canada. Joining Canada Life in 2017 welcomed us into a family of financial service firms under the Power Corporation umbrella – enhancing our ability to provide advisors an even broader range of practical and innovative solutions to reach their business goals. What’s next on your horizon?