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Associate Financial Advisor
CIBC
Charlottetown, PE · PEI-University and Belvedere
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 14 mins ago
OT
Lead Financial Analyst
Open Text Corporation
Mississauga, ON · Richmond Hill, ON · Waterloo, ON
- Other
…environment, embraces a collaborative work style and possesses a clear client and operations focus, with a passion for business…
Added 30 mins ago
DT
Gestionnaire de projet - Gestionnaire de programme sénior - Senior Project - Program Manager
Dell Technologies
ON · ON, Canada
- Full-time
…tangibles, en assurant une exécution rigoureuse et une expérience client…
Added 45 mins ago
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Services Lead, Stores - Full Time
sephora.com
Edmonton, AB
- $20 to $23.55 CAD / hour
- Full-time
…team execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 45 mins ago
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Beauty Advisor - Part Time
sephora.com
Delta, BC
- $19.85 to $24.8 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 1 hour ago
VC
Inside Sales Representative
Viessmann Climate Solutions
Langley (District), BC · Langley, BC
- $33,000 to $83,000 CAD / year
- Full-time
…creating living spaces for future generations. Currently, as part of the Carrier Group, Viessmann combines innovative technologies with a strong commitment to environmental protection,…
Added 4 hours ago
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Beauty Advisor - Part Time
Sephora
BC · Delta, BC
- $19.85 to $24.8 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 9 hours ago
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Services Lead, Stores - Full Time
Sephora
Edmonton, AB
- $20 to $23.55 CAD / hour
- Full-time
…team execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 15 hours ago
AI
Service Manager - 417 Nissan
AutoCanada Inc.
Ottawa, ON
- $75,000 to $125,000 CAD / year
- Full-time
417 Nissan is proud to be a part of the AutoCanada dealership network. AutoCanada is the largest Canadian owned and publicly traded automotive dealer group operating in Canada and the US.…
Added 15 hours ago
AI
Service Advisor - Grande Prairie Hyundai
AutoCanada Inc.
Grande Prairie, AB
- $40,000 to $70,000 CAD / year
- Full-time
Grande Prairie Hyundai is proud to be a part of the AutoCanada dealership network. AutoCanada is the largest Canadian owned and publicly traded automotive dealer group operating in Canada…
Added 16 hours ago
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Représentant(e) des ventes- Grands comptes (CHASSEUR)/Senior Sales Representative, Up Market Accounts (Hunter)
ADP
Montreal, QC
- Full-time
Identifier les menaces concurrentielles et positionner la valeur différenciée d’ADP pour accroître la part de marché
Added 17 hours ago
SO
Senior Advanced Planning Advisor
Stone Owl Family Office
Toronto, ON · Greater Toronto Area, Canada
- Full-time
As a Senior Advanced Planning Advisor, you will work closely with our cross-disciplinary team to guide business owners and their families through complex estate, succession, and corporate…
Added 17 hours ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Drummondville, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 17 hours ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Sherbrooke, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 19 hours ago
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Labour and Employee Relations Specialist
Worley
AB · Edmonton, AB
- Full-time
Opportunity to grow your career and be a part of some of world's most challenging heavy-oil facilities, gas plants, power-stations and other sustainable energy projects.
Added 19 hours ago
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Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…service to high-net-worth clients through a collaborative, client-focused approach. Our advisors and wealth professionals partner across investment management, financial planning, private…
Added 20 hours ago
D
Director- M&A Human Capital Due Diligence & Value Creation
Deloitte
Toronto, ON
- Full-time
Beyond leading engagements, you will serve as a trusted advisor to senior client stakeholders, collaborate with multidisciplinary deal teams, mentor and develop high-performing…
Added 21 hours ago
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Client Advisor
RBC
Conception Bay South, NL
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 21 hours ago
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Client Advisor
RBC
Mount Pearl, NL
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 21 hours ago
MG
Part-Time Seasonal Sales Support Advisor (Stone Island Yorkdale)
Moncler Group
Toronto, ON
- Part-time
Reporting to a member of store leadership, the part-time Seasonal Sales Support Advisor supports the Stone Island store team during peak seasonal business periods, contributing to a…
Added 21 hours ago
S
Paid Services Beauty Advisor - Full Time
sephora.com
St. Albert, AB
- $17.5 to $20.6 CAD / hour
- Full-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 22 hours ago
SS
Health and Safety Advisor - Vancouver Coastal Health
Securiguard Services Ltd.
Burnaby, BC
- Full-time
Securiguard is currently hiring a full-time Health and Safety Advisor to support our Vancouver Coastal Health (VCH) and Aviation portfolio across Metro Vancouver. Securiguard Services…
Added 22 hours ago
A
Senior Manager, AI Strategy & Business Development
Avanade
Toronto, ON
- Full-time
Act as a trusted AI advisor to C-suite and senior client stakeholders.
Added 22 hours ago
S
Senior Manager, Store Experience & Services
sephora.com
Toronto, ON
- Full-time
Ready for a career glow-up? As Senior Manager, Store Experiences & Services, you’ll lead strategies that elevate the client experience, strengthen selling performance, and grow Beauty…
Added 23 hours ago
W
People Advisor II
Worley
Edmonton, AB
- Full-time
Opportunity to grow your career and be a part of some of world's most challenging heavy-oil facilities, gas plants, power-stations and other sustainable energy projects.

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

Applications open in a new tab.

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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