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Added 24 mins ago
LC
Pharmacy Assistant, Hourly Part Time Day
Loblaw Companies Limited
St. John's, NL · Greater St. John's Metropolitan Area
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
LC
Pharmacy Assistant, Hourly Part Time Day
Loblaw Companies Limited
Lethbridge, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 24 mins ago
GC
Data Engineer
GEI Consultants, Inc.
Guelph, ON
- $90,000 to $150,000 CAD / year
- Full-time
Azure or Databricks certifications (e.g., Azure Data Engineer Associate, Azure Solutions Architect Expert, Databricks Data Engineer Professional) are a plus.
Added 24 mins ago
LM
Customer Service Associate - Seasonal position
La Maison Simons
Quebec, QC
- Full-time
Creativity, community, and respect are an integral part of our DNA. We offer everyone the opportunity to build a career that’s suited to them, whether that’s at our stores, head office, or…
Added 24 mins ago
FT
Associate Dean, Norton Wolf School of Aerospace, Information, and Defence Technologies
Fanshawe Toronto@ILAC
London, ON
- Full-time
The Associate Dean conducts investigations of complaints from students and staff and initiates appropriate problem-solving processes. The Associate Dean establishes positive relationships…
Added 54 mins ago
LC
Beauty Specialist, Hourly Part Time Day
Loblaw Companies Limited
Fort McMurray, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 54 mins ago
LC
Pharmacy Assistant, Hourly Part Time Day
Loblaw Companies Limited
Oakville, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 54 mins ago
LC
Cashier, Hourly Part Time Day
Loblaw Companies Limited
Regina, SK
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 54 mins ago
LC
Front Store Supervisor, Hourly Part Time Day
Loblaw Companies Limited
Regina, SK
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 54 mins ago
LC
Cashier, Hourly Part Time Day
Loblaw Companies Limited
Hamilton, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 54 mins ago
LC
Pharmacy Assistant, Hourly Part Time Evening
Loblaw Companies Limited
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 54 mins ago
LC
Pharmacist, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Surrey, BC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 54 mins ago
PC
Area Manager - M&M Food Market
Parkland Corporation
Calgary, AB
- Full-time
If you’re a food enthusiast who values quality and innovation, feel a connection to your community and country, and want to grow your skills and career as part of a dynamic team - then read…
Added 54 mins ago
LC
Pharmacy Assistant, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Lethbridge, AB
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 54 mins ago
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Sales Associate
WIRELESSWAVE / WAVE SANS FIL
Vancouver, BC
- Full-time
Inclusivity: A community that values and encourages diversity, inclusion, and respect, supported by initiatives from our ERGs.
Added 54 mins ago
LC
Pharmacist, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Surrey, BC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 54 mins ago
LC
Beauty Specialist, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 54 mins ago
L
Sales Associate
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Nanaimo, BC
- Full-time
The Sales Associate sets the standard of quality in eye care and eyewear by ensuring every patient and customer has the best experience in every LensCrafters every time. The role of Sales…
Added 54 mins ago
LC
Merchandiser, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Ottawa, ON · Nepean, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 54 mins ago
LC
Merchandiser, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
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Security Concierge
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- Full-time
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may…
Added 1 hour ago
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Area Manager - M&M Food Market
Parkland Corporation
AB · Edmonton, AB
- Full-time
If you’re a food enthusiast who values quality and innovation, feel a connection to your community and country, and want to grow your skills and career as part of a dynamic team - then read…
Added 1 hour ago
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Associate Development Manager - EA Sports FC
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…around the world. Here, everyone is part of the story. Part of a community that connects across the globe. A place where creativity thrives, new perspectives are invited, and ideas matter.…
Added 1 hour ago
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Leasing Associate, New Developments, Residential
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Vancouver, BC
- Full-time
The Leasing Associate will support the successful lease-up of new residential developments across the Greater Vancouver Area. Reporting to the Assistant Leasing Manager, New Developments,…
Added 1 hour ago
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Adult Ministries Director | Full-time pastoral
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AB · Edmonton, AB
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…vibrant ministry among the many young and growing families in its community. The church has a robust online presence and holds worship services in English and Mandarin, and hosts a Farsi…

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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