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Added 2 mins ago
JD
GESTIONNAIRE DE COMPTE LIGNES COMMERCIALES/ CLIENT MANAGER, COMMERCIAL LINES
Jones DesLauriers
Laval, QC
- $70,000 to $90,000 CAD / year
- Full-time
Jones DesLauriers is hiring for an experienced Commercial Account Manager who is a knowledgeable expert advisor in commercial insurance lines of business. The successful candidate will be…
Added 14 mins ago
Franchise Specialist, Business Banking - Richmond, BC/Winnipeg, MB
Scotiabank
Winnipeg, MB
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Added 14 mins ago
Administrative Associate, ScotiaMcLeod, Global Wealth Management
Scotiabank
Toronto, ON
Ensure a high level of client service by supporting one or more Advisors in the regular review of client portfolios to identify client needs for Team of Experts services, to ensure it meets…
Added 14 mins ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Drummondville, QC · Quebec, QC · Saint-Hyacinthe, QC · Trois-Rivières, QC · Sherbrooke, QC · Granby, QC · Complexe Desjardins Montréal
- Full-time
Added 14 mins ago
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Senior Consultant, Cloud Services
BDO
Toronto, ON · Ottawa, ON · Oakville, ON · Vancouver, BC
- Full-time
…growth and success of our cloud business. Acting as a trusted advisor to internal stakeholders and clients, you will drive operational excellence across the cloud sales lifecycle, support…
Added 14 mins ago
M
Investment Lending Consultant (Asian Markets)
Manulife
Toronto, ON
- Full-time
…During these calls, the ILC will be expected to educate the advisor on how making use of investment leverage can help the advisor solidify relationships and grow their…
Added 26 mins ago
HI
Auto Insurance Advisor
HUB International
Lockport, MB
- Full-time
Acting as the first point of contact to all clients, the Auto Insurance Advisor is responsible for providing professional, accurate, efficient, and courteous advice to all clients with…
Added 26 mins ago
TE
Recruiter - 12 month contract
THE EMPIRE LIFE INS. CO
Toronto, ON · Kingston, ON
- $79,200 to $126,500 CAD / year
- Full-time
- Contract
Strategic Partnerships: Trusted advisor within their team, influencing internal clients and peers on technical/functional matters.
Added 26 mins ago
TE
Human Resources Generalist
THE EMPIRE LIFE INS. CO
Toronto, ON · Kingston, ON
- $79,200 to $126,500 CAD / year
- Full-time
Develops relationships with business client groups and HR team members, provides training and guidance to junior team members, including students and new graduates, and contributes to…
Added 28 mins ago
Manager, Workforce Advisory - ERP Change Management
EY
Winnipeg, MB · Toronto, ON · Montreal, QC · Quebec, QC · Saskatoon, SK · Halifax, NS · St. John's, NL · Saint John, NB · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · Dieppe, NB · ON · AB · Calgary, AB · Waterloo, ON
Serve as a trusted advisor to client leadership, managing senior stakeholder relationships and providing clear, strategic guidance on change and adoption risks.
Added 28 mins ago
Senior Advisor, Strategic Transaction Advisory and Accounting & Reporting
EY
Montreal, QC
As a Senior Advisor, you will be a professional member of our Advisory Services, Financial Accounting (SCCF) team. In Canada, our specialized SCCF team consists of financial information and…
Added 32 mins ago
N
SaaS Implementation Project Manager
Nakisa
Montreal, QC
- Full-time
Taking full ownership of client-facing implementation projects - from the first kickoff call to final handoff - and working cross-functionally to deliver on time, on budget, and above…
Added 42 mins ago
S
Paid Services Beauty Advisor - Part Time
Sephora
St. John's, NL
- $18.5 to $23.15 CAD / hour
- Part-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 57 mins ago
A
Management Consultant - Retail
Accenture
Toronto, ON
- Full-time
…communities around the world. The sheer scale of our capabilities and client engagements and the way we collaborate, operate, and deliver value provides an unparalleled opportunity to grow…
Added 1 hour ago
SL
Resource Team Leader
Sun Life
AB
- Full-time
…Centre Administrators. The RTL’s goal is to enable Advisors, Advisor staff and managers, in identifying learning needs and delivering defined Sun Life requirements, tools, technology, and…
Added 1 hour ago
D
Advisor, Securities
Desjardins
Rivière-du-Loup, QC
- Full-time
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 1 hour ago
M
Market Research Manager, Americas | Toronto
master-TMS
Toronto, ON
- $100,000 to $105,000 CAD / year
Partner with consultants to define project objectives, scope, and research design that align with the client's business needs.
Added 1 hour ago
ML
Associate Lawyer - Corporate Commercial
McKercher LLP Family Law Sask
Regina, SK
- Full-time
Are you a Corporate Commercial lawyer with experience acting as a key advisor to private corporations, large institutions, public entities, and crown corporations? Do you want to work in a…
Added 1 hour ago
FI
Artificial Intelligence Engineer
Flexstaf I.T. Inc.
Canada
- Contract
Act as a trusted technical advisor to client stakeholders.
Added 1 hour ago
N
Senior Implementation Consultant
Nakisa
Montreal, QC
- Full-time
…business challenges into working solutions. You'll be the senior advisor clients rely on through delivery. You'll help Sales scope complex deals before they close, so projects start on…
Added 1 hour ago
RH
Senior System Administrator
Robert Half
Newmarket, ON
- $115,000 to $135,000 CAD / year
- Full-time
Acting as a trusted technology advisor to leadership and business stakeholders
Added 1 hour ago
B
SENIOR BUSINESS ADVISOR, OPERATIONS - Montreal and North Shore
BDC
Saint-Jean-sur-Richelieu, QC · St-Jean-sur-Richelieu
- Full-time
The Senior Business Advisor, Operations, delivers both standard and customized consulting projects within the Operations department. This position focuses on providing professional,…
Added 1 hour ago
DI
Insurance Financial Advisor
Desjardins Insurance
Barrie, ON
- Full-time
Respond to client questions and concerns including: coverages, policy changes, claim submissions, billing concerns, etc.
Added 1 hour ago
G
Contract Account Manager
GreenShield
Toronto, ON
- $74,269 to $92,837 CAD / year
- Contract
This position of Account Manager- Contract (12 months) will report to the Director, Growth & Client Service in the following capacities:
Added 1 hour ago
MR
Lead Electrical Engineer/Partner
Meridia Recruitment Solutions, a KBRS Company
Bedford, NS
- Full-time
Strong client-facing and relationship-building skills, with the ability to serve as a trusted technical advisor, communicate effectively with clients and stakeholders, understand their…

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.

Apply About employer

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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