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Added 5 mins ago
MF
Director Threat Intelligence
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable;…
Added 5 mins ago
Smart Utilities Managing Consultant
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…to clients as part of engagement delivery; monitor service quality in respect of specific client…
Added 19 mins ago
Moncton - Maintenance Coordinator
Human Resources
Moncton, NB
Previous experience in a Maintenance Coordinator/Service Advisor role preferred.
Added 20 mins ago
ML
Vice President of Engineering
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Canada
- Full-time
Build scalable engineering processes while maintaining speed, quality, and accountability.
Added 20 mins ago
SE
Site Service Automation Specialist
Schneider Electric
AB · Edmonton, AB
- $75,200 to $112,800 CAD / year
- Full-time
Join Schneider Electric's Industrial Automation Services team and become a trusted technical advisor to customers operating critical infrastructure and process environments.
Added 20 mins ago
BC
Dynamics 365 Business Central Operations Manager
BDO Canada
Toronto, ON
- Full-time
Grow existing accounts through trusted-advisor relationships, identifying cross-sell and upsell opportunities across ERP, Power Platform, and complementary services.
Added 20 mins ago
IS
Data Architect (AWS)
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- Contract
Build and sustain trusted advisor relationships with client stakeholders (risk technology, compliance, data platform, and business teams)
Added 20 mins ago
P
Technical Consultant (PACS)
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- Full-time
…practices, and service delivery standards to drive consistency, quality, and operational excellence. Establishing repeatable processes, maintain configuration integrity, and contribute to…
Added 51 mins ago
ME
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- Temporary
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Added 51 mins ago
Learning Leader, EY-Parthenon Canada (18-month contract)
EY
Winnipeg, MB · Toronto, ON · 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
…the globe, EY-P leaders, Learning Champions, Talent, Risk and Quality, the Learning Leader sets priorities, advises the business, and oversees the end-to-end lifecycle of learning…
Added 51 mins ago
A
Analyste Réglementaire Assurance Qualité / Regulatory Analyst Quality Assurance
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- Full-time
Analyste Réglementaire en Assurance Qualité / Regulatory Analyst Quality Assurance
Added 51 mins ago
SE
Site Service Automation Specialist
Schneider Electric
Calgary, AB
- $75,200 to $112,800 CAD / year
- Full-time
Join Schneider Electric's Industrial Automation Services team and become a trusted technical advisor to customers operating critical infrastructure and process environments.
Added 51 mins ago
SE
Site Service Automation Specialist
Schneider Electric
Richmond, BC
- $75,200 to $112,800 CAD / year
- Full-time
Join Schneider Electric's Industrial Automation Services team and become a trusted technical advisor to customers operating critical infrastructure and process environments.
Added 51 mins ago
T
Senior Data Engineer
TekRek
Montreal, QC
- $140,000 to $160,000 CAD / year
- Full-time
…directly with client stakeholders and act as their technical advisor as well as the engineer building the system. You'll do well here if you have strong distributed systems fundamentals,…
Added 52 mins ago
HR Business Partner (f/m/d) (14 month contract
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Ajax, ON
The HR Business Partner (HRBP) serves as a strategic and operational advisor to designated business units, delivering high-impact HR solutions that foster a high-performance,…
Added 1 hour ago
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- Full-time
…creative, project management, and production teams to deliver high-quality marketing, branding, digital, and communications initiatives. This role requires excellent communication,…
Added 1 hour ago
Advisor, Talent Acquisition
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Toronto, ON
Sinai Health is seeking a dynamic and detail-oriented Advisor, Talent Acquisition with strong administrative skills to join our collaborative recruitment team. In this pivotal role, you…
Added 1 hour ago
SD
Academic Advisor
Sask DLC
Moose Jaw, SK
- Full-time
Saskatchewan Distance Learning Centre requires a permanent, full-time Academic Advisor. The position will be located in our Moose Jaw campus. Academic Advisors work with students and staff…
Added 1 hour ago
AC
Senior Consultant – Defined Benefit Pension Administration
Aon Corporation
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- Full-time
Ready to lead high-performing teams and become a trusted advisor to top-tier clients? Looking for an opportunity to shape strategy, drive business growth, and make a lasting impact in…
Added 1 hour ago
IN
Principal Geomechanics Engineer (CAN)
ITASCA North America
Remote, Canada
- $180,000 to $230,000 CAD / year
- Full-time
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…clients. You will guide complex geomechanics work, support high-quality project delivery, develop opportunities, and help shape the growth of ITASCA North…
Added 1 hour ago
IN
Principal Hydrogeologist (CAN)
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Remote, Canada
- $180,000 to $230,000 CAD / year
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Serve as a trusted advisor and senior client contact.
Added 1 hour ago
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Mechanical QA Advisor
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We are seeking an experienced Mechanical QA Advisor to support quality assurance activities on a major industrial project. The successful candidate will oversee quality processes related to…
Added 1 hour ago
Learning Leader - Assurance (14 Month Contract)
EY
Winnipeg, MB · Toronto, ON · 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 the strategic learning advisor to the Assurance leadership team, Professional Practice, Quality Network, Service Line Leaders and Talent leaders
Added 1 hour ago
B
Dynamics 365 F&O Senior Supply Chain Management Consultant
BDO
AB · Winnipeg, MB · Montreal, QC · Halifax, NS · Calgary, AB
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client ERP implementations
Added 1 hour ago
MF
Area Manager - M&M Food Market
M&M Food Market Ltd/Les Aliments M&M Lte
AB · Calgary, AB · Edmonton, Alberta
- 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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