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Added 7 mins ago
Assistant Branch Operations Manager
RBC
Winnipeg, MB
Full-time
The RBC Dominion Securities Management team located in Winnipeg is looking for an Assistant Branch Operations Manager to join their team. A leadership position within the branch network,…
Added 7 mins ago
Assistant Branch Manager
RBC
Saskatoon, SK
Full-time
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Senior Manager Operations Onboarding & Manager Training & QVO
RBC
Burlington, ON
Full-time
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Collections Coordinator
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Full-time
The Collections Coordinator reports to the Manager, Finance. The individual in this position is responsible for supporting all the administrative activities of the collections group,…
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Field Service Technician
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$75,200 to $112,800 CAD / year
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Support your community. We make a difference in your community with volunteer leave, programs through the Schneider Electric Foundation, and initiatives that support youth education.
Added 21 mins ago
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MS Canada
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$65,000 to $72,000 CAD / year
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Added 22 mins ago
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Calgary, AB · AB · Oakville, ON · Montreal, QC · Quebec, QC · Richmond, QC
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Added 22 mins ago
Manager, Leadership Giving
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Remote, Canada
Full-time · Remote
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Added 22 mins ago
Manager, Leadership Giving
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Added 22 mins ago
Manager, Leadership Giving
MS Canada
Remote, Canada
Full-time · Remote
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Added 22 mins ago
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At the AGO, we lead global conversations from Toronto through extraordinary collections, exhibitions, and programs, reflecting the diverse community we serve. Committed to fostering…
Added 22 mins ago
Project Manager
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Calgary, AB · Winnipeg, MB · Bolton, ON
Full-time
As a Project Manager you will be a key contributor to the management of facilities regulated programs to achieve reliable operation and continuous improvement of all assets located within…
Added 22 mins ago
Pipeline Technician
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Barrie, ON · Woodbridge, ON · Maple Compressor Station
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Reporting to the Pipeline Manager, Northern Ontario, this position will provide oversight for and execute our organization’s pipeline operations and maintenance program, damage prevention…
Added 22 mins ago
Advanced Care Paramedic
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…services, medical communications, Mobile Integrated Health/Community Paramedicine programs, 911 Public Safety, 811 Telehealth, home health care, as well as clinical…
Added 22 mins ago
Primary Care Paramedic
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The Canada Life Assurance Company

Advisor Support Associate

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

Pay: The base salary for this position is between $45,600 - $68,400 annually.
Apply by: Oct 14, 2026
Experience: Minimum 3 to 5 years of experience within the Financial Industry, preferably within a dealership
Posting language: English
Posted: Sep 29, 2026

Apply About employer

Applications open in a new tab.

Original job description

Permanent Full Time

The Advisor Support Associate is an integral part of the Advisor Compensation & Support Services team, which reports directly to the Associate Manager. As a key contributor, you will be responsible for processing advisor rep codes updates, facilitating MFDA and IIROC book purchases/transitions, as well as interacting with various internal business units, advisors and external fund companies. We are seeking for someone who possesses great organizational skills, is enthusiastic, and can multi-task in our fast-paced environment!

What you will do:

Processing for Univeris (MFDA) and MyView (IIROC) accordingly within established SLAs
Monitor and respond to requests from advisors, advisor offices/branches and internal business units within established SLAs
Ensure all proper documentation and signatures are received for new advisor’s commission payout forms and for any changes to existing rep code(s) (payout grids, banking, contacts, addresses) and related matters
Process advisor resignations/retirements and terminations
Liaison with several internal departments to facilitate transfer of business requests, advisor updates etc.
Update Fund Companies and Intermediaries by broadcasting Non-Financial Updates (NFU) via RightFax and FundServ
Liaison with Fund Companies to trouble shoot and resolve errors
Setup and/or maintain access for required internal softwares
Update and/or maintain internal databases for Unlicensed Assistants
Setup and/or update rep code(s) with compliance reviewers for Branch Managers
Complete internal audit requests as required
Work with PMO for new operating system releases, testing where required
Ad-hoc duties/projects as required

What you will bring:

Strong understanding of financial industry best business practices
Ability to accurately process job requirements in a timely manner
Ability to communicate effectively in a business environment
Strong verbal and written communication skills
Deliver prompt, friendly and efficient customer service
Excellent analytical and organizational skills
Monitor systems, processes and methods, recommending and implementing necessary changes to improve efficiency of internal processes
Able to work in a team to accomplish a common goal
Professionalism, able to maintain a positive attitude and composure during stressful situations
Advanced knowledge of Microsoft Office
Exceptional capability of meeting deadlines and prioritizing workload
Accurate data entry with strong attention to detail
Highest level of confidentiality

What are the preferred qualifications for an Advisor Support Associate?

Undergraduate degree in Business is preferred
Minimum 3 to 5 years of experience within the Financial Industry, preferably within a dealership
Completion of IFIC is an asset

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.

Apply About employer

More about this job

Responsibilities

The Advisor Support Associate processes advisor rep code updates, manages book transitions, and facilitates commission payouts while maintaining compliance standards. They act as a liaison between internal departments, advisors, and external fund companies to resolve errors and ensure efficient operational workflows.

Requirements

Candidates should possess an undergraduate degree in Business and 3 to 5 years of experience within the financial industry. Strong analytical, communication, and data entry skills are essential for managing high-volume tasks in a fast-paced environment.

Skills

Financial industry knowledge
Data entry
Communication
Customer service
Analytical skills
Organizational skills
Microsoft Office
Time management
Attention to detail
Problem solving
Teamwork
Confidentiality
Multi-tasking
Compliance
Reporting

Benefits

Career development
Education reimbursement
Health benefits
Dental benefits
Mental health benefit
Volunteer day
Pension plan
Share ownership program
Employee recognition programs
Employee discounts

Visa sponsorship

Not detected in the job text

Keywords

Advisor Support
Financial Industry
MFDA
IIROC
Univeris
MyView
FundServ
Commission Payout
Compliance
Data Entry
SLA
Non-Financial Updates
RightFax
Audit
PMO
Microsoft Office
Dealership
IFIC
Financial Services
Operations

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