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Added 9 mins ago
JC
Fire Service Associate Project Manager
Johnson Controls
Hamilton, ON · CAN ON Hamilton
- Full-time
Under general direction from the Service Manager and/or Supervisors, responsible for the profitable execution of assigned small-dollar Fire and/or Sprinkler Service Projects.
Added 9 mins ago
CA
Sales Support Specialist
Centurion Asset Management Inc.
Toronto, ON
- Full-time
Our mission is to be sought after as a leading-edge, reputable, multi-disciplinary alternative asset manager; to capitalize on opportunities in new and interesting investment strategies…
Added 9 mins ago
BS
Ingénieur(e) de données/Data Engineer
Browns Shoes
Montreal, QC
- Full-time
…l'intersection où le luxe rencontre l'abordabilité, et où chaque client est…
Added 9 mins ago
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Portfolio Manager
eCapital
Barrie, ON
- Full-time
The Portfolio Manager, Platinum Clients is responsible for the strategic management, performance, and risk oversight of eCapital's highest-value client relationships. Serving as the primary…
Added 9 mins ago
Caseworker [Housing First] - #2026098
John Howard Society Of Saskatchewan
Regina, SK
Provide intensive case management – one on one case manager to participant relationship using a client centred approach.
Added 9 mins ago
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Manager, Regulatory Compliance
Foresters Financial
Toronto, ON
- Full-time
The Manager, Regulatory Compliance plays a key role in the overall success of the Enterprise Compliance function by leading important areas of Foresters Regulatory Compliance Management…
Added 24 mins ago
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Social Worker Degree Senior
HealthCareersInSask.ca
Regina, SK
- Part-time
…Children's Team, reporting directly to a Women's and Children's Team Manager. The position requires the use of high order knowledge, clinical expertise and strong interpersonal skills to…
Added 24 mins ago
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Manager Primary Health Care
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: The Manager, Primary Health Care is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province's healthcare goals. Reporting to the…
Added 24 mins ago
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Manager Population Health
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: The Manager, Population Health, is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province’s healthcare goals. Reporting to the…
Added 24 mins ago
Senior HR Business Partner, Pacific Link - Edmonton - Referral Eligible
Trans Mountain
Edmonton, AB
Provide expertise, guidance, oversight, and implementation, of Human Resources programs, policies, practices, systems, and services for designated client groups.
Added 24 mins ago
TA
Project Manager
Top Aces
Dorval, QC
- Full-time
The Project Manager is responsible for overseeing and leading initiatives aimed at enhancing operational efficiency, productivity, and quality within the organization. This role involves…
Added 24 mins ago
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ES-U26-59 Employer Engagement Specialist, Integrated Employment Service
Springboard
Remote, Canada
- Full-time
- Remote
…long-term outcomes. By addressing the unique challenges of each client, we create pathways to sustainable employment that transform lives and strengthen…
Added 24 mins ago
VC
Engineering Manager | Responsable de l'ingénierie - Sadie Hotels
Valsoft Corporation
Montreal, QC · Saint-Laurent, Quebec
- Full-time
We're looking for an Engineering Manager to lead the engineering team day to day and make sure work ships across several products. You'll balance people management with hands-on technical…
Added 24 mins ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $85,000 to $95,000 CAD / year
- Temporary
- Remote
Reporting to the Senior Manager, Branch Examination, the Compliance Officer is responsible for conducting onsite and/or remote branch and sub-branch examinations of CIRO dealer business…
Added 24 mins ago
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Operational Service Specialist - EZRA
Ezra
Toronto, ON
- $53,000 to $56,000 CAD / year
…tasks. This is an individual contributor role reporting into the Manager, Operational Shared…
Added 24 mins ago
Pinnacle - Advisor Support Associate
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Reporting to the Manager, Insurance Link, the Advisor Support Associate provides administrative, operational, and client service support for insurance business within Pinnacle IPC. Working…
Added 24 mins ago
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Business Development & Proposal Manager
GFT.
Toronto, ON
- Full-time
The BD & Proposal Manager is a senior position that supports either multiple regional business lines or one Global Business Line and contributes to meeting the goals in GFT's strategic plan…
Added 24 mins ago
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Sr. Pharmacy Operations
Brunel
Hamilton, ON
- Full-time
We are hiring for our client, a leading healthcare organization specializing in specialty pharmacy, infusion therapy, and pharmaceutical services. Our client works collaboratively with…
Added 39 mins ago
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Accounting and Transaction Advisory Senior Associate (Bilingual FR/EN)
PwC
Montreal, QC
- Full-time
…transactions and other transformational events. You’ll tackle client’s needs with a solution-oriented approach that creatively addresses complex financial reporting problems for high…
Added 39 mins ago
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Client Advisor
RBC
Stonewall, MB
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 39 mins ago
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Director, Corporate Client Group
RBC
Kingston, ON · Ottawa, ON
- Full-time
As a Director, Corporate Client Group, you are aligned to our Large Client Segment (LC) client segment within Corporate Client Group (CCG), defined as commercial clients with annual sales…
Added 39 mins ago
BH
Registered Nurse – Inpatient Mental Health #591-26
Brightshores Health System
Owen Sound, ON
- Part-time
Reporting to the Manager, the Registered Nurse (RN) works collaboratively in an inter-disciplinary team to provide patient care patients with acute mental health, addictions, dementia and…
Added 39 mins ago
HI
Portfolio Manager - US Systematic Equities
Hillsdale Investment Management Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Hillsdale Investment Management Inc. (Hillsdale) is an independent, employee-driven, and client-aligned investment boutique managing assets on behalf of a select group of sophisticated…
Added 39 mins ago
S
Social Worker BSW
Sanya’k̓ula
Vancouver, BC
- Full-time
The Social Worker I (BSW) reports operationally to the Program Manager/Director or Social Worker III and is under the general supervision of the Social Work III/Professional Practice Leader…
Added 40 mins ago
TG
H&S Incident & Training Coordinator
Trillium Guideway Partners
Toronto, ON
- $70,000 to $90,000 CAD / year
- Full-time
Verify that reported events meet applicable notification and escalation requirements (e.g., regulatory, client, or emergency reporting triggers).

The Canada Life Assurance Company

Pinnacle - Advisor Support Associate

Winnipeg, MB, Canada
London, ON, Canada
Toronto, ON, Canada

The base salary for this position is between $41,100 - $68,400 annually.

Apply About employer

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Job details

Pay: The base salary for this position is between $41,100 - $68,400 annually.
Apply by: Nov 24, 2026
Posting language: English
Posted: Nov 9, 2026

Original job description

Permanent Full Time

Investment Planning Counsel (IPC) is one of Canada’s leading independent wealth management firms. We are focused on helping Advisors build better businesses through a remarkable client experience.

Reporting to the Manager, Insurance Link, the Advisor Support Associate provides administrative, operational, and client service support for insurance business within Pinnacle IPC. Working in close partnership with Insurance Specialists and Advisors, this role coordinates their administrative support requests and helps move new and in-force business forward through accurate documentation, proactive follow-up, and dependable service across multiple insurance carriers. This is a non-licensed administrative support role and does not provide insurance advice or recommendations.

What You Will Do

Coordinate and track applications, forms, signatures, supporting documents, underwriting and policy delivery requirements, and other outstanding information; complete timely follow-ups with Advisors, clients, carrier partners, and internal teams on file status, outstanding requirements, and next steps.

Support routine policy service requests, including beneficiary, ownership, banking, address, payment, and other administrative changes, in accordance with established procedures.

Monitor shared mailboxes and work queues, triage and route requests, and maintain accurate case notes, records, reports, and trackers to support case visibility, service levels, and follow-up activity; follow work through to completion.

Identify missing or inconsistent information, resolve routine administrative issues, and escalate complex, sensitive, or time-critical matters to the Manager or appropriate partner.

Follow carrier requirements, administrative processes, privacy expectations, and compliance standards while delivering responsive service to Advisors and clients.

Contribute to process improvements, special projects, and general team coverage as required.

What you will bring

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

Experience in insurance administration, advisor support, client service, banking, wealth management, or financial services.

Knowledge of life and health insurance administration, carrier processes, underwriting workflows, and policy service is an asset.

Strong organization and prioritization skills, with the ability to manage multiple files, deadlines, interruptions, and competing priorities.

Exceptional attention to detail and accuracy when handling client information, forms, documentation, and follow-up requirements.

Professional written, verbal, telephone, and virtual communication skills, with sound judgment and a strong service orientation.

A proactive, solutions-focused approach, with the ability to build strong working relationships with Insurance Specialists and Advisors, clarify requests and priorities, and work independently while keeping partners informed.

Proficiency with Microsoft Office applications and comfort learning CRM platforms, carrier portals, and other business systems.

Bilingualism in French and English is considered an asset.

The base salary for this position is between $41,100 - $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 Support Associate provides administrative and operational support for insurance business by coordinating applications, tracking documentation, and managing policy service requests. They also monitor shared mailboxes, triage requests, and maintain accurate case records while ensuring compliance with carrier requirements.

Requirements

Candidates should have post-secondary education in a related field and experience in insurance administration, banking, or financial services. Strong organizational skills, attention to detail, and proficiency with Microsoft Office and CRM systems are required.

Skills

Insurance administration
Client service
Wealth management
Financial services
Data entry
Organization
Prioritization
Attention to detail
Communication skills
Microsoft Office
CRM platforms
Carrier portals
Underwriting workflows
Problem solving
Administrative support

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

Insurance
Wealth management
Underwriting
Policy delivery
CRM
Microsoft Office
Administrative support
Financial services
Client service
Compliance
Banking
Life and health insurance
Data management
Operations
Case management

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