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Associate, US Tax
Richter
Montreal, QC
- Full-time
Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of…
Added 2 hours ago
BV
INSPECTION ASSOCIATE
Bureau Veritas | Marine & Offshore
Hamilton, ON
- Full-time
Read, understand and adhere to the company Business Management System; including Quality, Safety, and Environmental policies and procedures.
Added 3 hours ago
UO
Project Manager
University of Victoria
Victoria, BC
- Full-time
…recognized standards. The Project Manager (PM) reports to the Associate Director of Applied Science…
Added 3 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Full-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 3 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Full-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 3 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Full-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 5 hours ago
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Pharmacien(ne) propriétaire – PHX temps partiel Quarts de travail flexibles
LinkedIn
Montréal-Ouest, QC
- Part-time
Work for a local business owner while having the support of a strong retail brand. Benefit from a purchase discount program, flexible and varied schedules, competitive pay and online…
Added 7 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Mississauga, 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 9 hours ago
LC
Pharmacist, Hourly Full Time Day
Loblaw Companies Limited
Shelburne, ON
- Full-time
Proven ability to drive and build the business, lead by example and support enterprise programs
Added 9 hours ago
LC
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
West Kelowna, BC
- 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 9 hours ago
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Customer Experience Associate- Vernon- Future Opportunities
TD
Vernon, BC
- Part-time
…matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the…
Added 9 hours ago
LC
Pharmacist, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Winnipeg, MB
- Full-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 9 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Day
Loblaw Companies Limited
Shelburne, ON
- Full-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 9 hours ago
LC
Front Store Manager, Salaried Full Time Day
Loblaw Companies Limited
Shelburne, ON
- Full-time
Ensures staffing levels are adequate to effectively operate the business
Added 9 hours ago
Seasonal Sales Associate
Under Armour
Rocky View, AB
Join our team during the busiest seasons and make a big impact! As a Seasonal Sales Associate, you’ll deliver exceptional customer service, drive sales, and help keep the store clean and…
Added 10 hours ago
LC
Pharmacist, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- 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 10 hours ago
LC
Pharmacist, Hourly Part Time Day
Loblaw Companies Limited
Calgary, AB
- 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 10 hours ago
LC
Pharmacist, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- 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 10 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Day
Loblaw Companies Limited
Toronto, ON
- Full-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 10 hours ago
SD
Bilingual Supervisor, Patient Care (Oncology)
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
…plans, Employee share ownership plan, professional training, and development and many more…
Added 10 hours ago
SD
Patient Care Specialist
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
…plans, Employee share ownership plan, professional training and development and many more perks! Shoppers Drug Mart was acquired by Loblaw in 2014, the largest employer in Canada – making…
Added 10 hours ago
LC
Senior Manager, Trade relations, Generics Portfolio Strategy
Loblaw Companies Limited
Toronto, ON
- Full-time
Identify and drive business development opportunities supporting product and partner selection strategy
Added 10 hours ago
C
Tapered Insulation Designer/Estimator
Carlisle
Winnipeg, MB
- Full-time
We’re equally committed to our people, prioritizing safety, inclusion, career growth, development, tuition assistance, and excellent benefits.
Added 11 hours ago
TO
Philanthropy Operations Associate
The Ottawa Hospital Foundation
Ottawa, ON
- Full-time
Philanthropy Operations Associate, Donor Recognition and Stewardship
Added 11 hours ago
LF
Warehouse Associate FT Hourly
Leons Furniture Limited
Mississauga, ON
- Up to $17.85 CAD / hour
- Full-time
Leon’s is currently looking for a self-motivated Full Time Warehouse Associate and Truck Helper who is enthusiastic, hardworking and driven towards success. Our warehouse associates are…

The Canada Life Assurance Company

Advisor Support Associate

Calgary, AB, Canada
Kingston, ON, Canada
London, ON, Canada
Ottawa, ON, Canada
ON, Canada
Mississauga Ontario, ON, L4W 0E4, Canada

Apply About employer

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Job details

Apply by: Oct 23, 2026
Posting language: English
Posted: Oct 8, 2026

Original job description

Permanent Full Time

Please note this is a hybrid position.

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our Advisors build a better business through a remarkable client experience.

At IPC, the Advisor Support Associate role is designed to support both Advisors and clients effectively. In this position, you will provide administrative, operational, and client service support to a pooled team of Advisors and Client Experience Specialists (CES) within the National Accounts Desk.

This role is essential to maintaining efficient daily operations, delivering a high-quality client experience, and supporting Advisor productivity. The ideal candidate is detail-oriented, client-focused, and comfortable in a fast-paced professional environment. The Advisor Support Associate partners closely with Client Experience Specialists to coordinate client service activities, manage administrative workflows, and support operational processes that contribute to a seamless client experience.

What You Will Do

You will partner with Client Experience Specialists (CES) to support Advisors and clients through a variety of administrative, operational, and client service responsibilities, including:

Provide outstanding customer service and support by putting the client first.

Serve as a first point of contact for administrative client inquiries by phone and email.

Coordinate Advisor calendars and client service activities, including scheduling, confirming, and rescheduling client appointments.

Monitor and manage shared team mailboxes and route requests to the appropriate team members.

Assist with client onboarding, account maintenance, and administrative service requests.

Coordinate, track, and follow up on client documentation requirements, including outstanding DocuSign requests.

Maintain accurate client records within UVC and internal systems.

Generate reports and support workflow tracking and service activities.

Contribute to team efficiency and continuous process improvement initiatives.

Escalate licensed, investment-related, trading, and advice-related inquiries to the appropriate Client Experience Specialist or Advisor.

What You Will Bring

Post-secondary education in Business, Administration, Finance, or a related field preferred.

Experience in an advisor support, client service, administrative, banking, wealth management, or financial services environment.

Bilingualism (French and English) is considered an asset.

Strong organizational skills, with the ability to manage multiple priorities and meet deadlines.

Strong written, verbal, and virtual communication skills.

Exceptional attention to detail and accuracy.

Demonstrated ability to take initiative and work effectively both independently and as part of a team.

Strong client service orientation with a commitment to delivering an exceptional client experience.

Proficiency with Microsoft Office applications and business systems.

Experience with CRM platforms and client management systems is considered an asset.

Knowledge of wealth management or financial services operations is considered an asset.

IFIC Mutual Fund, CSC, or other industry coursework is considered an asset but is not required.

Career opportunities will be open a minimum of 5 business days from the date of posting. Closing dates will vary depending on search activity. All applications received will be reviewed on a rolling basis.

The base salary for this position is between $XX,XXX - $XX,XXX 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 provides administrative, operational, and client service support to a team of Advisors and Client Experience Specialists. Key tasks include managing client inquiries, coordinating calendars, maintaining accurate records, and assisting with client onboarding and documentation.

Requirements

Candidates should have post-secondary education in Business, Administration, or Finance and experience in a financial services or administrative environment. Strong organizational, communication, and client service skills are required, along with proficiency in Microsoft Office.

Skills

Customer service
Administrative support
Operational support
Calendar management
Data entry
Record maintenance
Communication skills
Organizational skills
Microsoft Office
CRM platforms
Wealth management
Financial services
Attention to detail
Teamwork

Benefits

Career development
Education reimbursement
Flexible health and dental benefits
Mental health benefit
Volunteer day
Company-matching pension plan
Share ownership program
Employee recognition programs
Employee discounts

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Financial services
Administrative support
Client experience
CRM
DocuSign
Microsoft Office
Mutual funds
Operations
Client onboarding
Account maintenance
Reporting
Workflow management
Investment planning
Professional services
Communication
Data management
Team collaboration
Process improvement
Client service

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