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Added 59 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 59 mins ago
T
Personal Banking Associate
TD
Salmon Arm, BC
- Part-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 4 hours ago
T
Personal Banking Associate (Part time, 18.75h)- Hull, St-Joseph
TD
Hull, QC
- Part-time
Licensing Requirements: For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing…
Added 5 hours ago
WL
Service Associate (Full Time)
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
- Full-time
Mutual Fund License (Required - or obtain within 6 months)
Added 5 hours ago
BG
Sales Coordinator
Beutel, Goodman & Company Ltd.
Toronto, ON
- Full-time
Generate and distribute daily and weekly mutual fund sales reports, including updating new dealer representative codes on the master list.
Added 17 hours ago
MG
Business/Admin Temp.
Maplesoft Group, an SEB Company
Mississauga, ON
- Contract
Previous experience in wealth management, mutual fund dealer operations, banking, customer service, dealer support, or call centre environments.
Added 1 day ago
T
Personal Banking Associate - Monkland (18.75 hours)
TD
Montreal, QC
- Part-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 1 day ago
T
Personal Banking Associate - Saint-Hyacinthe (Full Time)
TD
Saint-Hyacinthe, QC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 1 day ago
T
Personal Banking Associate - Saint-Hyacinthe (Full Time)
TD
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 1 day ago
T
Personal Banking Associate (Part time, 18.75h)- Montée Paiement, Gatineau
TD
Gatineau, QC
- Part-time
Licensing Requirements: For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing…
Added 1 day ago
T
Personal Banking Associate (Full time)- Lachenaie
TD
Lachenaie, QC
- Full-time
Licensing Requirements: For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing…
Added 2 days ago
T
Personal Banking Associate (Part time, 18.75h)- Charlesbourg
TD
Quebec, QC
- Part-time
Licensing Requirements: For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing…
Added 2 days ago
Senior Operations Associate, temporary 6-month contract
The Canada Life Assurance Company
London, ON
Reporting to the Associate Manager of Administration, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients' mutual fund…
Added 2 days ago
CL
Advisor Services Associate
Canada Life
Mississauga, ON
- Full-time
2-5 years of experience within the Mutual Fund Industry and specifically Registered products in a Nominee environment.
Added 2 days ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for overseeing 100+ households independently. You will play a key role in maintaining strong client…
Added 2 days ago
R
Associate, Wealth Management
RBC
Toronto, ON
- Full-time
As an Associate, you will be a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business.…
Added 2 days ago
CF
Service Associate
CI Financial
Vancouver, BC
- Full-time
Accurately process daily mutual fund, stock, and bond trades.
Added 2 days ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for overseeing 100+ households independently. You will play a key role in maintaining strong client…
Added 2 days ago
T
Personal Banking Associate
TD
Winnipeg, MB
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 2 days ago
RB
Associate, Wealth Management
Royal Bank of Canada
Toronto, ON
- Full-time
As an Associate, you will be a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business.…
Added 2 days ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for overseeing 100+ households independently. You will play a key role in maintaining strong client…
Added 3 days ago
RJ
Account Transfer Associate - 12 Month Contract
Raymond James
Vancouver, BC
- Full-time
The Account Transfers department within Operations is responsible for processing and overseeing all external asset transfers for client accounts. The group facilitates the movement of…
Added 5 days ago
Senior Manager, Managed Asset Program (12 month contract)
Scotiabank
Toronto, ON
Detailed knowledge and understanding of capital markets, portfolio management, provincial and national securities regulations, mutual funds and the mutual fund industry.
Added 5 days ago
Associate Wealth Advisor
The Canada Life Assurance Company
Calgary, AB
Mutual Fund (MFDA) or Securities (IIROC) license an asset
Added 6 days ago
RD
Associate
RBC Dominion Securities
Victoria, BC
- Full-time
The RBC Dominion Securities branch located in Victoria is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.

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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