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Added 13 mins ago
MI
Associate Director, Business Data Office, Client Data Team
MUFG Investor Services
Halifax, NS
- Full-time
Here, you’ll do work that matters from day one. You’ll collaborate with smart, driven teams, build your expertise across complex fund structures, and grow your career in an environment that…
Added 13 mins ago
AF
Branch Manager - Office 1699
Attain Finance
Kitchener, ON
- Full-time
All full-time employees are eligible for benefits effective on their first day of employment, including paid time off, health benefits, basic life insurance, disability coverage, and…
Added 13 mins ago
H
Senior Product Marketing Manager
Hach
Vancouver, BC · London, ON · CAN - Vancouver - Aquatic Informatics ULC
- $125,000 to $150,000 CAD / year
- Full-time
The below range reflects the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range. This range may be modified…
Added 13 mins ago
TC
Retail Store associate Full time Lionhead
TJX Companies
Brampton, ON
- Full-time
If you’re ready to bring your energy and passion, we’d love to hear from you! Join us and be part of a place where every day is a chance to make a difference.
Added 43 mins ago
TG
Senior Network Engineer
TMX Group
Toronto, ON
- Full-time
Network Operations: Act as part of a team of network engineers in the day-to-day operations and 24/7 support of our global enterprise network, ensuring service level agreements (SLAs) and…
Added 43 mins ago
Recruitment Associate
Leo Berwick
Halifax, NS · Toronto, ON
Comfort using AI tools (e.g., ChatGPT, Copilot) in day-to-day work, with a genuine interest in building AI fluency as part of the role.
Added 57 mins ago
W
Senior Warehouse Associate - M-F 4:30pm-1am
Wesco
Calgary, AB
- Full-time
As the Senior Associate - Supply Chain Services, you will be responsible for performing project based specialized wire cutting applications and/or value-added services within the warehouse…
Added 57 mins ago
SD
Pharmacist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Conception Bay South, NL
- Part-time
…we’re caring and supporting our customers in new ways every…
Added 57 mins ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Full-time
…we’re caring and supporting our customers in new ways every…
Added 57 mins ago
SD
Pharmacist, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 57 mins ago
W
Full-Time Overnight Associate
Walmart
Summerside, PE
- Full-time
…processing of merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…
Added 57 mins ago
W
(CAN) Dairy Frozen Associate (Overnights-P/T)
Walmart
London, ON
- Part-time
Working as a Dairy/Frozen Associate at Walmart Canada is a great opportunity to build valuable skills in a fast paced retail environment. In this role, you deliver excellent customer…
Added 58 mins ago
CF
Investment Operations Associate
CI Financial
Burlington, ON
- Full-time
…creativity, and initiative. We are currently hiring for a full–time Investment Operations Associate to become part of our Client Experience team in Burlington,…
Added 1 hour ago
MI
Senior Associate Director, Debt Services
MUFG Investor Services
Toronto, ON
- $93,750 to $137,500 CAD / year
- Full-time
The Senior Associate Director is a leader who is responsible for the performance and management of an operations team and client relationships. This person manages and supports day to day…
Added 1 hour ago
Assurance - Senior Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
The Senior Associate works closely with engagement team members, reviewers, managers, and partners, and provides day-to-day guidance to associates and students. The role involves direct…
Added 1 hour ago
LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
C
Automotive Consumer Affairs Specialist - Tier 3 (On-Site)
Concentrix
Chatham-Kent, ON · Chatham, ON
- Full-time
This is a great opportunity to reimagine an all-new career journey and develop “friends for life” at the same time. We’ll give you all the training, technologies, and ongoing support you’ll…
Added 2 hours ago
7
Store Crew
7-Eleven
Burnaby, BC
- Internship
…make a meaningful impact in their stores and communities every day. If you're ready to grow, lead and make a difference, come join our team and help shape the future of…
Added 2 hours ago
7
Store Crew
7-Eleven
Calgary, AB
- Full-time
…make a meaningful impact in their stores and communities every day. If you're ready to grow, lead and make a difference, come join our team and help shape the future of…
Added 2 hours ago
7
Store Crew
7-Eleven
Calgary, AB
- Full-time
…make a meaningful impact in their stores and communities every day. If you're ready to grow, lead and make a difference, come join our team and help shape the future of…
Added 2 hours ago
7
Store Crew
7-Eleven
Cochrane, AB
- Full-time
…make a meaningful impact in their stores and communities every day. If you're ready to grow, lead and make a difference, come join our team and help shape the future of…
Added 2 hours ago
7
Store Crew
7-Eleven
Calgary, AB
- Full-time
…make a meaningful impact in their stores and communities every day. If you're ready to grow, lead and make a difference, come join our team and help shape the future of…
Added 2 hours ago
7
Store Crew
7-Eleven
Calgary, AB
- Full-time
…make a meaningful impact in their stores and communities every day. If you're ready to grow, lead and make a difference, come join our team and help shape the future of…
Added 3 hours ago
LC
Stock Associate | Part-Time | Erin Mills
Linen Chest
Mississauga, ON
- Part-time
As a Stock Associate, you will contribute to the smooth day-to-day operations by working as part of a dynamic team. You will be responsible for receiving, preparing and handling merchandise…

The Canada Life Assurance Company

Advisor Services Associate

ON, Canada
Mississauga Ontario, ON, L4W 0E4, Canada

The base salary for this position is between $45,600 - $68,400 annually.

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Job details

Pay: The base salary for this position is between $45,600 - $68,400 annually.
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

The Advisor Services Associate is responsible for providing high-level back-office processing support for IPC Wealth Advisors, including documentation management and transaction processing. The role also involves monitoring reports, managing client inquiries and escalations, and participating in team projects and software testing.

Requirements

Candidates should have 2-5 years of experience in the mutual fund industry, specifically with registered products in a nominee environment. A college or university degree in financial business studies is preferred, along with the completion of CSC or IFIC certifications.

Skills

Back-office processing
Mutual fund industry knowledge
Registered products
Time management
Organizational skills
Problem solving
Customer service
Communication
Microsoft Office
MS Word
Excel
FundSERV
Documentation processing
Data verification
Conflict resolution

Benefits

Health benefits
Dental benefits
Mental health benefit
Education reimbursement
Volunteer day
Pension plan
Share ownership program
Investment options
Employee recognition programs
Employee discounts
Mentorship programs

Visa sponsorship

Not detected in the job text

Keywords

Advisor Services
Mutual Fund Industry
Registered Products
Nominee Environment
Back-office
Documentation
TFSA
RSP
RRIF
LIRA
LIF
Trusts
FundSERV
Microsoft Office
Excel
Word
CSC
IFIC
Financial Services
Client Support
Transaction Processing
Fee for Service
Quality Control
Compliance
Reporting
Hybrid
Wealth Management

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