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Added 36 mins ago
WC
(CAN) Grocery Associate
Walmart Canada
Surrey, BC
- Full-time
Position Summary...Working as a Grocery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent…
Added 52 mins ago
WC
(CAN) Bakery Associate
Walmart Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Position Summary...Working as a Bakery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Bakery Associate provides exemplary customer service by…
Added 2 hours ago
H(
Associate Director, Operational Risk & Enterprise Crisis Management
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- Full-time
The role will support both programs. For Operational Risk, the Associate Director will support the execution and enhancement of HOOPP's ORM programs including vendor risk management,…
Added 3 hours ago
CO
Associate, Software Engineer, New Grad
Capital One
Toronto, ON
- Full-time
161 Bay Street (93021), Canada, Toronto,Toronto, Ontario,Associate, Software Engineer, New Grad
Added 3 hours ago
CO
Associate, Software Engineer, New Grad
Capital One
Toronto, ON
- Full-time
161 Bay Street (93021), Canada, Toronto,Toronto, Ontario,Associate, Software Engineer, New Grad
Added 3 hours ago
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Test Automation Analyst
Accenture
Mississauga, ON · Montreal, QC
- Full-time
A Technology Analyst/Associate with a passion for quality engineering, automation, and modern software development. You have experience through academic projects, internships, co-op…
Added 4 hours ago
CH
SOUS CHEF
Crescent Hotels & Resorts
Rossland, BC
- Full-time
…You will rely on your problem-solving skills to maintain high-quality and presentation standards and ensure a safe and efficient kitchen environment that remains compliant with company…
Added 4 hours ago
SA
Coffee Shop General Manager - Tim Horton's
SSP America
Mississauga, ON
- Full-time
High School Diploma or equivalent; Associate’s degree or relevant coursework preferred.
Added 4 hours ago
C
AKS/ ARO DevOps Engineer
Capgemini
Mississauga, ON
- $75 to $95 CAD / hour
Commitment to knowledge transfer and transfer of administrative control to the client.
Added 6 hours ago
WC
(CAN) Produce Stocker FT
Walmart Canada
Salmon Arm, BC
- Full-time
Rotates products regularly and removes expired items to ensure freshness and quality.
Added 6 hours ago
WC
(CAN) Directs Store Delivery Associate
Walmart Canada
Hamilton, ON
- Full-time
Position Summary...Working as a Directs Store Delivery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you…
Added 6 hours ago
WC
(CAN) Asset Protection Operations Team Associate
Walmart Canada
Calgary, AB
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 6 hours ago
WC
Grocery Associate
Walmart Canada
Abbotsford, BC
- Full-time
Position Summary...Working as a Grocery Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent…
Added 7 hours ago
R|
Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Review study protocols and proposed measurement tools, advise on collection, management, and quality control strategies.
Added 7 hours ago
A
Test Automation Analyst
Accenture
Mississauga, ON
- Full-time
A Technology Analyst/Associate with a passion for quality engineering, automation, and modern software development. You have experience through academic projects, internships, co-op…
Added 8 hours ago
GC
Data Engineer
GEI Consultants, Inc.
Guelph, ON
- $90,000 to $150,000 CAD / year
- Full-time
…building ingestion pipelines, managing data stores, implementing quality and governance controls, and supporting retrieval patterns such as RAG. This role works closely with AI Engineers,…
Added 8 hours ago
RA
Associate (Part-Time)
Red Apple Stores ULC
Bonnyville, AB
- Part-time
…reputable neighborhood retailers who bring you big brands, quality products, and big savings on food, fashion, home, and more at convenient locations in your small towns. Our stores are…
Added 9 hours ago
M
Sr. Research Associate, Yeast Expression and VLP Production
Molagri
Toronto, ON
- $85,000 to $105,000 USD / year
- Full-time
We are seeking a hands-on research associate to produce engineered VLPs in yeast and build production, purification, QC, and stability workflows.
Added 10 hours ago
NY
Nyf supervisor Hourly-Rest. Management
New York Fries
Hornby, ON
- Full-time
…New York Fries, we genuinely care about each Guest and every…
Added 10 hours ago
BB
VDC Associate
Bosch Building Technologies North America
Toronto, ON
- Full-time
The VDC Associate prepares, organizes, and presents various documents to meet project delivery and close-out requirements. This position works in conjunction with Systems…
Added 10 hours ago
AG
Inventory - Field Data Collector
Acosta Group
Stony Plain, AB
- Part-time
The Data Collection Associate is responsible for collecting and transmitting data gathered from designated retail stores primarily using a handheld device.
Added 10 hours ago
Nyf supervisor Hourly-Rest. Management
Recipe Unlimited
Halton Hills, ON
…New York Fries, we genuinely care about each Guest and every…
Added 10 hours ago
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Store Associate
The Salvation Army in Canada
St. Albert, AB
- Part-time
Contribute to the control of inventory by retrieving, sorting, hanging, and pricing as directed.
Added 11 hours ago
PT
VDC Associate
Paladin Technologies
Toronto, ON
- Full-time
The VDC Associate prepares, organizes, and presents various documents to meet project delivery and close-out requirements. This position works in conjunction with Systems…
Added 11 hours ago
CH
Associate Director, Financial Operations
Covenant House Toronto
Toronto, ON
- Full-time
Reporting to the Chief Financial Officer, the Associate Director, Financial Operations provides operational leadership for Covenant House Toronto’s accounting, payroll, financial reporting,…

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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