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Added 23 mins ago
IF
Internal Wholesaler
iA Financial Group
Vancouver, BC
- Full-time
Maintaining and organizing information related to products, policies, and procedures to provide high-quality client support.
Added 23 mins ago
IF
Internal Wholesaler
iA Financial Group
Toronto, ON
- Full-time
…generate sales, develop new business opportunities and support advisor…
Added 23 mins ago
IF
Senior Advisor, Promotion
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…that drive business results? Are you motivated by putting the client…
Added 23 mins ago
IF
Legal Counsel- Transversal Affair- Employment
iA Financial Group
Toronto, ON
- Full-time
…Transversal Affairs - Employment, you’ll serve as a trusted advisor and be at the core of our mission. Here are the main…
Added 23 mins ago
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Sales Associate
iA Financial Group
Toronto, ON
- Full-time
Has strong knowledge of investment products, financial services distribution, and the independent advisor or MGA environment.
Added 23 mins ago
IF
Corporate Branch Manager
iA Financial Group
Vancouver, BC
- $58,422 to $92,583 CAD / year
- Full-time
…strong compliance environment that protects clients, guides Advisor Teams, and strengthens confidence in the services we deliver. You will help ensure effective supervision, sound…
Added 23 mins ago
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Inside sales specialist
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC · Vancouver, BC
- Full-time
Collaborating with internal stakeholders to coordinate responses and provide a seamless advisor experience.
Added 23 mins ago
IF
Inside Sales Specialist
iA Financial Group
Toronto, ON
- Full-time
Collaborating with internal stakeholders to coordinate responses and provide a seamless advisor experience.
Added 23 mins ago
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Personal Finance Advisor
Desjardins
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- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 38 mins ago
AS
Client Advisor - Full Time
Acne Studios
Vancouver, BC
- Full-time
We are looking for a full-time Client Advisor for our Acne Studios Oakridge Park store. As Client Advisor at Acne Studios you will work collaboratively with your team to establish and…
Added 38 mins ago
EL
Recruiter - 12 month contract
Empire Life
Kingston, ON
- $79,200 to $126,500 CAD / year
- Contract
…their work for the business, using this to improve quality and services…
Added 38 mins ago
EL
Human Resources Generalist
Empire Life
Toronto, ON · Greater Toronto Area, Canada
- $79,200 to $126,500 CAD / year
- Full-time
…hires, and collaborates with teams across Compensation, Shared Services, Talent Acquisition, and Organizational Development to ensure the accurate and efficient administration of HR…
Added 38 mins ago
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Banking Advisor
RBC
St. John's, NL
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 38 mins ago
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Client Advisor
RBC
Sackville, NB · Amherst, NS
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 38 mins ago
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Client Advisor
RBC
St. John's, NL
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
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Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
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- Part-time
…professionals who work together to provide holistic and comprehensive services to best serve client needs. This team will be based in Surrey and support specific clients living in the…
Added 1 hour ago
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Business Analyst - Fidelity Wealth
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Toronto, ON
- Full-time
As a Business Analyst supporting Fidelity Canada’s new Wealth Management division within the Information Services (IS) department, you will play a key role in delivering technology and…
Added 2 hours ago
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Wealth Associate
National Bank of Canada
Mississauga, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 2 hours ago
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Undergraduate Coordinator
University of Waterloo
Waterloo, ON · Mathematics & Computer
- Full-time
Accountable to the Student Services Manager for front line student support and triage, enrollment activities, and administrative support of the course teaching activities of the Faculty.…
Added 2 hours ago
UO
Academic Services Coordinator
University of Waterloo
Waterloo, ON · Pearl Sullivan Engineering Building
- Full-time
The Academic Services Coordinator provides a board spectrum of responsibilities including but not limited to client service, academic integrity, calendar management, support for core…
Added 4 hours ago
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HSE Advisor
AtkinsRéalis
Toronto, ON
- Full-time
The HSE Advisor will assist the Regional HSE Manager in the development, implementation, and ongoing maintenance of health, safety, and environmental (HSE) programs and initiatives across…
Added 4 hours ago
C
Customer Success Manager
CDW
Toronto, ON
- Full-time
…and optimizing the value they derive from our products and services. You will play a key role in building strong, lasting relationships with clients/customers. The ideal candidate should…
Added 4 hours ago
RU
Senior Associate, Process Risk and Controls
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Toronto, ON
- Full-time
Develop an understanding of client industries and business environments to become a trusted advisor.
Added 5 hours ago
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Civil Land Development Engineer
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- Full-time
…both internal and external stakeholders? Are you a trusted advisor and a problem solver? If you enjoy entrepreneurship and innovation in a flexible work environment, this opportunity is for…
Added 5 hours ago
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Client Advisor
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- Full-time
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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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