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Added 38 mins ago
CO
Job ID #32283: Public Health Nurse
City of Hamilton
Hamilton, ON
- Full-time
- Temporary
…talented and ambitious staff who embody our values of sensational service, courageous change, steadfast integrity, collective ownership and being engaged empowered employees. Help us…
Added 38 mins ago
CO
Job ID #32303: Public Health Nurse
City of Hamilton
Hamilton, ON
- Full-time
- Temporary
…talented and ambitious staff who embody our values of sensational service, courageous change, steadfast integrity, collective ownership and being engaged empowered employees. Help us…
Added 52 mins ago
T
Customer Experience Associate - Greater Toronto Area
TD
Ajax, ON · Markham, ON · Pickering, ON · Richmond Hill, ON · Stouffville, ON · Toronto, ON
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 1 hour ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Assurer un excellent service à la clientèle et une bonne tenue des caisses.
Added 1 hour ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Full-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 2 hours ago
HE
Marketing Associate
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
…interactions. Now, we're looking for an Entry-Level Marketing Associate who's ready to jump in, learn by doing, and bring fresh energy to the…
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 3 hours ago
NB
Associate
National Bank of Canada
Winnipeg, MB
- Temporary
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 3 hours ago
NB
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
- Full-time
…Unit (RDU) means playing a key role in business development, client relationship management, and influential leadership within your team. You will serve as a trusted point of reference,…
Added 3 hours ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 6 hours ago
VA
Veterinary Technician (RVT) - General Practice, Alta Vista Specialty & Emergency Veterinary Centre
VCA Animal Hospitals
Ottawa, ON
- Full-time
Client Education & Compassionate Support: Educate and communicate with clients on medications, treatments, nutrition, preventive care, and at-home patient care.
Added 7 hours ago
VA
Veterinary Assistant, General Practice, Alta Vista Specialty & Emergency Veterinary Centre
VCA Animal Hospitals
Ottawa, ON
- Full-time
A warm, compassionate heart with exceptional client service skills and a nurturing approach to pet care.
Added 7 hours ago
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Seasonal Associate
sephora.com
Toronto, ON
- $19.2 to $22.6 CAD / hour
- Full-time
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 10 hours ago
RB
Equipment Finance Associate
Royal Bank of Canada
Burlington, ON
- Full-time
The Equipment Finance Associate plays a key national middle office role in mitigating credit, client, reputational and operational risks related to simple and complex leasing processes,…
Added 10 hours ago
PC
Cybersecurity Generalist Senior Associate
Pwc Canada
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON
- Full-time
As a Cybersecurity Generalist Senior Associate at PwC, you’ll help our team deliver current client projects. Work alongside experienced colleagues and technical specialists to assess…
Added 12 hours ago
SG
Assurance - Intermediate Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
- Full-time
…supportive work environment, with a focus on providing best in class client…
Added 13 hours ago
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Assurance - Intermediate Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
- Contract
…supportive work environment, with a focus on providing best in class client…
Added 13 hours ago
C
STORE MANAGER - YORKDALE
Celine
Toronto, ON
- Full-time
The Store Manager is responsible for overall management of the store, staff, merchandise, and customer service. They will also be responsible for achieving sales objectives, maintaining,…
Added 13 hours ago
C
Temporary Sales Associate
Coach
Toronto, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 14 hours ago
L
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel jour
LinkedIn
Montreal, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 14 hours ago
C
Associate Financial Advisor
CIBC
Fort St. John, BC · Fort Saint John
- Full-time
…you’ll make a meaningful 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…
Added 14 hours ago
C
Client Engagement Associate
CIBC
Trail, BC
- Part-time
…to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding…
Added 14 hours ago
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Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
LinkedIn
Montreal, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 14 hours ago
L
Spécialiste Beauté, rémunéré(e) à l’heure temps plein Quarts de travail flexibles
LinkedIn
Montreal, QC
- Full-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 14 hours ago
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Associate Vice President, Agentic Software Development
TD
Toronto, ON
- Full-time

Closed listing

The Canada Life Assurance Company

Client Service Associate, Wealth Management - Georgetown, ON

Georgetown, ON, Canada

The base salary for this position is between $48,750 - $81,250 annually.

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Pay: The base salary for this position is between $48,750 - $81,250 annually.
Closing date: Oct 13, 2026
Posting language: English
Posted: Aug 7, 2026

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Original job description

Archived listing. The details below describe a past opening.

Permanent Full Time

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.

In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.

Over the past 25 years, our advisory teams have helped clients live their dreams through sound financial planning and comprehensive wealth management. At IPC, the Client Experience Specialist role is designed to support both Advisors and clients effectively.

In this position, you will provide administrative, operational, and client service support to one or more Advisors. This role is essential to maintaining efficient daily operations, delivering a high-quality client experience, and ensuring compliance with regulatory and organizational standards. The ideal candidate is detail-oriented, client-focused, and comfortable in a fast-paced professional environment.

What you will do

You will support Advisors and contribute to exceptional client experiences through a variety of responsibilities, including:

Serve as a first point of contact for clients via phone, email, and in‑person interactions
Proactively call/email clients to schedule meetings for the advisors
Client meeting preparation including identifying opportunities, preparing agendas, investment summaries, disclosures and any outstanding service paperwork\
Assist with client onboarding, account updates, and service requests
Follow up on client inquiries and ensure timely resolution
Prepare, process, and track client documentation and forms
Maintain accurate client records and files in CRM and internal systems
Support Advisors with calendar management and workflow coordination
Support compliance processes, audits, and record retention
Track tasks, deadlines, and follow‑ups to support Advisor productivity
Handle general office administrative duties
Contribute to team efficiency and continuous process improvement

What you will bring

High school diploma required; post‑secondary education in business, administration, finance, or a related field preferred
Prior experience in an Advisor support role in a Financial Services firm is an asset. Alternate comparable experience in client service/administration will be considered
Excellent communication, problem solving and interpersonal skills
Strong organization and attention to detail
Demonstrated ability to meet deadlines, take initiative and multi-task
Ability to work independently, and effectively with employees and clients at all levels
Intermediate to advanced computer skills: proficiency with MS Office programs and CRM systems
Completion of CIRO proficiency requirements (CSC®, IFC®) and licensing an asset
Client‑focused mindset
Professionalism and reliability
Team collaboration and adaptability

The base salary for this position is between $48,750 - $81,250 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.

About employer

More about this job

Responsibilities

Provide administrative, operational, and client service support to financial advisors, including client communications, meeting preparation, onboarding, account updates, and service requests. Maintain accurate records, coordinate calendars and workflows, support compliance and audits, track follow-ups, and contribute to office operations and process improvements.

Requirements

A high school diploma is required, while post-secondary education in business, administration, finance, or a related field is preferred. Relevant advisor-support or client-service experience, strong communication and organizational skills, attention to detail, intermediate-to-advanced Microsoft Office and CRM proficiency, and CIRO proficiency requirements or licensing are assets.

Skills

Client Service
Administrative Support
Financial Services
Wealth Management
Investment Planning
Client Onboarding
Account Maintenance
Documentation Processing
CRM Systems
Microsoft Office
Calendar Management
Workflow Coordination
Compliance Support
Record Retention
Communication

Benefits

Career Advancement Opportunities
Learning Programs
Education Reimbursement
Health Benefits
Dental Benefits
Mental Health Benefit
Vacation Days
Personal Days
Volunteer Day
Company-Matching Pension Plan
Share Ownership Program
Employee Discounts
Employee Recognition Programs
Employee Resource Groups
Mentorship Programs

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Planning
Financial Services
Advisor Support
Client Experience
Client Service
Client Onboarding
Account Updates
Service Requests
Client Documentation
CRM Systems
Microsoft Office
Calendar Management
Workflow Coordination
Compliance
Audits
Record Retention
Investment Summaries
Client Meeting Preparation
CIRO
Canadian Securities Course (CSC)
Investment Funds in Canada (IFC)
Licensing
Process Improvement

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