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Added 9 mins ago
PH
Stores Attendant III (Casual) - Penticton - BC Shared Health Services
Provincial Health Services Authority
Penticton, BC
- Part-time
…specifications; and complete related paper work such as signing delivery slips. Sort and place articles in appropriate areas; rotate stock and ensure inventory shelves/areas are kept clean…
Added 9 mins ago
A
Graphic Designer, Retail Print and Digital [AQ-26311]
Aquent
Toronto, ON
- $28 to $35 CAD / hour
- Contract
Collaborate closely with creative leads, fellow designers, and production managers to streamline workflows and ensure projects progress smoothly from concept to final delivery.
Added 9 mins ago
PH
Stores Attendant III (Casual) - Kelowna - BC Shared Health Services
Provincial Health Services Authority
Kelowna, BC
- Part-time
…specifications; and complete related paper work such as signing delivery slips. Sort and place articles in appropriate areas; rotate stock and ensure inventory shelves/areas are kept clean…
Added 9 mins ago
WB
Warehouse Worker
Whistler Blackcomb
Whistler, BC
- Internship
Added 9 mins ago
WC
(CAN) Préposé au traitement des commandes OMNI
Walmart Canada
Shawinigan, QC
- Full-time
Picks and assembles customer orders from different temperature areas with care and accuracy to support on-time delivery. Packs orders carefully by confirming product selection, quantities,…
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WC
(CAN) OMNI Customer Fulfillment Associate 3 AM
Walmart Canada
Toronto, ON · Scarborough, ON
- Contract
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Added 9 mins ago
AA
Partenaire d'affaires en gestion de projet - Cabine (PMBP MAMO+)
Airbus Aircraft
Montreal, QC
- Full-time
Added 9 mins ago
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(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Kemptville, ON
- Full-time
Picks and assembles customer orders from different temperature areas with care and accuracy to support on-time delivery. Packs orders carefully by confirming product selection, quantities,…
Added 9 mins ago
AA
Responsable senior de projets numériques et IA / Senior Digital & AI Project Leader
Airbus Aircraft
Mirabel, QC
- Full-time
Added 9 mins ago
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Coordinator, Revenue Services
Provincial Health Services Authority
Burnaby, BC
- Full-time
…stakeholders, and implements the change. Provides applicable change management guidance and leadership to affected staff and implements controls to monitor the outcome of…
Added 39 mins ago
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COORDONNATEUR·RICE DE LOCALISATION - CHINOIS TRADITIONNEL/Localization Coordinator, Traditional Chinese
Game Companies
Montreal, QC
- Full-time
Added 39 mins ago
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Hiring for 2027! Entry-Level English Teacher (ESL) | Visa Sponsored
English 1
Winnipeg, MB
- Full-time
Added 39 mins ago
CH
Registered Nurse
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…experience (approx. 6000 hours) in Medical, Surgical, or Labor and Delivery units within the past five (5) years. Excellent assessment, organization and documentation skills required.…
Added 39 mins ago
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Licensed Practical Nurse
Covenant Health Canada
AB · Edmonton, AB
- Full-time
2 years of recent acute care medicine/surgery and/or ambulatory IV Therapy experience required
Added 39 mins ago
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Senior Change Management & Communications Consultant - Business Separation (Canada)
Peterson Technology Partners
Montreal, QC
- Full-time
…May 2027 go-live. We are seeking a Canada-based Senior Change Management & Communications Consultant to lead the people side of this business separation (carve-out) program across the whole…
Added 39 mins ago
PT
Senior Project Manager - Business Separation (Canada)
Peterson Technology Partners
Montreal, QC
- Full-time
Lead delivery across assigned business and functional workstreams and connect them into one integrated view.
Added 55 mins ago
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Explorer | Research Analyst | Ontario
Savanta
ON
- Full-time
As a Research Analyst, you’ll be a critical and foundational piece for the day-to-day management in the delivery of high-quality research projects, applying your knowledge, expertise and…
Added 1 hour ago
RM
RN Registered Nurse
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Temporary
Current Perinatal experience, including well mother and baby assessment, management and teaching; resuscitation, stabilization and transfer of the "at risk" neonate; management of labour &…
Added 1 hour ago
TG
Material Handler
Trench Group
Toronto, ON · Scarborough, ON
- $29.47 to $31.78 CAD / hour
- Full-time
Ensure proper tools management (storage, maintenance, etc.). Maintain an accurate inventory of tools.
Added 1 hour ago
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Registered Massage Therapist
Lifemark Health Group
Corunna, ON
- $61,901 to $90,788 CAD / year
- Full-time
Educate patients and their families on recovery, prevention, and self-management strategies.
Added 1 hour ago
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Restaurant supervisor
Subway
Huntsville, ON
- Full-time
Must have knowledge of the establishment's culinary genres
Added 1 hour ago
HT
Buyer (Contract)
Husky Technologies
Bolton, ON
- Full-time
The primary focus for the CSM (Customer Service Management) Buyer position is to ensure on-time delivery of parts to the required date of the Operation teams.
Added 1 hour ago
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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 on jobs.canadalife.com About employer

Applications open in a new tab.

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.

Apply on jobs.canadalife.com About employer

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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Work requirements

Jobs in Canada