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Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
HR
Associate, Audit & Control
Holt Renfrew
Mississauga, ON
- Full-time
The Associate, Audit & Control provides the switchboard, general office, accounts payable and daily balancing functions within the Cash Office. They also execute the internal services…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Charlottetown, PE · PEI-University and Belvedere
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 2 hours ago
S
Business Development Manager - Moncton
Sysco
Moncton, NB · Sysco Moncton
- Full-time
…learning • Sysco product discounts • Preferred vendor discounts • Associate Resource…
Added 2 hours ago
A
Outside Field Sales Representative (Small Business Solutions)- (Bilingual: English & Cantonese/Mandarin)
ADP
Mississauga, ON
- Full-time
Added 4 hours ago
LF
Front Office Associate (full-time hourly)
Leons Furniture Limited
Calgary, AB
- Full-time
Leon’s is currently looking for a Full Time Front Office Associate to provide excellent service to customers via phone and in person, to accurately process sales and customer requests, to…
Added 4 hours ago
LF
Reporting & Analysis Manager (Financial Services)
Leons Furniture Limited
Edmonton, AB
- Full-time
…are committed to creating an inclusive workplace where every associate is treated with respect, provided with equal opportunities to grow, and supported through competitive compensation,…
Added 8 hours ago
MC
Node.js API Developer , Banking API Modernizatio (35909)
Myticas Consulting
Toronto, ON
- Contract
AWS Certified Developer Associate or AWS Solutions Architect certification.
Added 15 hours ago
SM
Associate Director
S M Software Solutions Inc
Toronto, ON
- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 15 hours ago
SM
Associate Director
S M Software Solutions Inc
Toronto, ON
- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 15 hours ago
SM
Associate Director
S M Software Solutions Inc
Toronto, ON
- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 15 hours ago
SM
Associate Director - Halifax
S M Software Solutions Inc
Halifax, NS
- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 15 hours ago
SM
Associate Director - Halifax
S M Software Solutions Inc
Halifax, NS
- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 15 hours ago
SM
Associate Director - Halifax
S M Software Solutions Inc
Halifax, NS
- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 15 hours ago
FR
Property Accountant
FirstService Residential Canada
Vancouver, BC
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 15 hours ago
DC
Associate, Client Service
DATA Communications Management Corp
Richmond Hill, ON
- $45,000 to $50,000 CAD / year
- Full-time
As an Associate, Client Service, you’ll play a key part in ensuring our clients receive outstanding support and seamless service, from onboarding new clients to managing ongoing requests…
Added 15 hours ago
XT
Project Coordinator
Xodus Travel Services Inc.
Windsor, ON
- $55,000 to $70,000 CAD / year
- Full-time
A college diploma or bachelor’s degree in business administration or a related field. CAPM (Certified Associate in Project Management) or similar training is an asset.
Added 16 hours ago
ST
Financial Business Services Coordinator
Securitas Technology Canada Corporation
Mississauga, ON
- Full-time
…Specific duties or tasks may vary and be documented separately. An associate might or might not be required to perform all functions listed. Additional duties may be assigned, and functions…
Added 16 hours ago
Financial Service Representative
Money Mart
New Minas, NS
Added 18 hours ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 18 hours ago
SO
Senior Advanced Planning Advisor
Stone Owl Family Office
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Support growth initiatives by working with Principals and Associate Principals on strategic opportunities and client presentations.
Added 19 hours ago
C
Senior Associate, Institutional Sales
Clarity
Vancouver, BC
- $200,000 to $600,000 CAD / year
- Full-time
As a Senior Associate, Institutional Sales, you will play a critical role in driving Clarity’s growth by sourcing, developing, and expanding relationships with institutional investors and…
Added 19 hours ago
C
Associate, Sales & Trading
Clarity
Vancouver, BC
- $120,000 to $240,000 CAD / year
- Full-time
As an Associate, Sales & Trading, you will be a key member of Clarity's front-line team, working directly with individuals who are looking to buy or sell shares on our platform. In this…
Added 19 hours ago
C
Associate Director, Institutional Sales
Clarity
Vancouver, BC
- $300,000 to $700,000 CAD / year
- Full-time
As an Associate Director, Institutional Sales at Clarity, you will help drive growth by building and expanding relationships with venture capital investors, institutions, and…
Added 19 hours ago
T
Customer Experience Associate - (Mandarin and/or Cantonese)
TD
Markham, ON · Thornhill, ON · Toronto, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…

Canada Life

Advisor Services Associate

Mississauga, ON, Canada

The base salary for this position is between $45,600 - $68,400 annually. · Full-time

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Job details

Pay: The base salary for this position is between $45,600 - $68,400 annually.
Job type: Full-time
Apply by: Nov 5, 2026
Experience: 2-5 years of experience within the Mutual Fund Industry and specifically Registered products in a Nominee environment.
Posting language: English
Posted: Oct 6, 2026

Original job description

Permanent Full Time

Our Nominee team is currently seeking an Advisor Services Associate– someone who is responsible for providing a very high level of service to internal and external clients. Any advisor/branch inquiries/processing inquiries will be handled to ensure that accurate, efficient service is provided to everyone in a professional manner. The primary function of this role is to provide back-office processing support for IPC Wealth Advisors.

WE WANT YOU TO JOIN OUR TEAM OF WINNERS!

At IPC Wealth we’ve designed every aspect of the Advisor Services Associate role with you in mind.

What is the role of the Advisor Services Associate?

Processing all documentation related to accounts: Non-Reg, TFSA’s, RSP’s, RRIF’s, LIRA’s, LIF’s, Trusts, informal and formal, estate accounts and corporate accounts.
Processing transfers in and out, verify setup of new accounts, entering systematic instructions, verify and processing withdrawals and de-registrations.
Verify and setup Fee for Service & FFS Quality Control
Processing preauthorized payments, automatic withdrawals, purchases, redemptions, transfers, switches and ensuring accurateness of transactions.
Monitoring of monthly reports in preparation for maturity and interest payments.
Process all transaction-related paperwork such as letters of Indemnities, commission rebates, cheque requisitions - as it pertains to specific branch offices/advisors in a timely, efficient and accurate manner.
Provide timely email support and effectively manage customer escalations.
Able to process AWD Settlement, Wrap Fee Processing, Client Payout etc.
Participate in team meetings, weekly huddles, organized team events as well as inter departmental meetings and projects
Create and review non-financial updates sent to fund companies via Fund SERV.
Provide assistance for back office software application testing as required
Review and update procedure manuals as required
Ad-hoc duties as required.

What traits and competencies should an Advisor Services Associate possess?

Must be able to effectively communicate with various audiences and all levels of staff.
Strong time management and organizational skills.
Ability to oversee/manage multiple projects effectively and a capacity for dealing with tight deadlines.
Service oriented attitude and desire for future growth.
The ability to handle complex escalations effectively and in a timely manner.
Learn and apply problem solving methods and tools.
Contributes to positive morale and a sense of team spirit.
Consistently meets goals and completes assigned tasks, clarifying work when needed.
The ability to think outside the box shares improvement ideas and readily implements optimized work processes and practices.
Actively seeks opportunities to learn and build new skills and knowledge.
Responds well to changing priorities and circumstances.

What are the preferred qualifications for an Advisor Services Associate?

College or University Financial Business studies preferred
2-5 years of experience within the Mutual Fund Industry and specifically Registered products in a Nominee environment.
Completion of CSC/IFIC.
Bilingual in English and French is an asset.
Proficient at using the Microsoft Office suite of products, mainly MS Word and Excel

The base salary for this position is between $45,600 - $68,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer:

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

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.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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More about this job

Responsibilities

Provide back-office processing support to wealth advisors by handling account documentation, transfers, withdrawals, transactions, fee-for-service processing, and related paperwork accurately and efficiently. Respond to advisor and client inquiries, manage escalations, monitor reports, support software testing, and maintain procedures.

Requirements

Preferred qualifications include college or university studies in financial business, 2–5 years of mutual fund industry experience - particularly with registered products in a nominee environment - and completion of CSC or IFIC. Strong communication, organization, time management, problem-solving, and client service skills are expected, along with proficiency in Microsoft Word and Excel; English-French bilingualism is an asset.

Skills

Back-Office Processing
Mutual Fund Operations
Registered Investment Products
Account Documentation Processing
Transaction Processing
Customer Service
Client Escalation Management
Time Management
Organization
Communication
Problem Solving
Quality Control
Microsoft Word
Microsoft Excel
Process Improvement
Project Management

Benefits

Career Advancement Opportunities
Education Reimbursement
Health Benefits
Dental Benefits
Mental Health Benefit
Vacation and Personal Days
Volunteer Day
Company-Matching Pension Plan
Share Ownership Program
Employee Recognition Programs
Employee Discounts
Employee Resource Groups
Mentorship Programs

Visa sponsorship

Not detected in the job text

Keywords

Mutual Funds
Nominee Environment
Registered Products
Back-Office Processing
Advisor Services
Account Documentation
Non-Registered Accounts
TFSA
RRSP
RRIF
LIRA
LIF
Trust Accounts
Estate Accounts
Corporate Accounts
Account Transfers
Systematic Instructions
Withdrawals
Fee for Service
Quality Control
Preauthorized Payments
FundSERV
AWD Settlement
Wrap Fee Processing
CSC
IFIC
Microsoft Word
Microsoft Excel
Client Escalations
Procedure Manuals

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