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Added 1 min ago
Intern, Stress Testing, Risk Management
EQ Bank | Canada's Challenger Bank
Toronto, ON
Reporting to the Director, Stress Testing, TRCO, within Risk Management, the incumbent will support the development and implementation of tools for reporting and disclosure purposes. This…
Added 1 min ago
WP
Social Worker Part-Time Permanent
Wellington Park Care Centre
Burlington, ON
- Part-time
…given high expectations, as well as an expectation to continue personal growth and professional growth. In this position, you will be gifted with a rewarding experience every day in the…
Added 16 mins ago
ST
AML Manager
SS&C Technologies
Mississauga, ON
- Full-time
…ensure employees can manage their day and meet both work and personal…
Added 16 mins ago
H
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 16 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 16 mins ago
Yard Shipper/Receiver
UFA Co-operative Ltd.
Spruce Grove, AB
Reporting to the Yard Manager, the Yard Shipper / Receiver is responsible to efficiently, effectively and accurately receive products into the designated UFA location; place in appropriate…
Added 16 mins ago
V
Financial Services Representative (BCGEU) - Burnaby Heights
Vancity
Burnaby, BC
- Part-time
This is a Part-time, Permanent role based at our Burnaby Heights Community Branch (Branch 06) and will report directly to the Assistant Branch Manager.
Added 16 mins ago
TA
Project Manager
Top Aces
Dorval, QC
- Full-time
…160,000+ hours of operational training without accident in support of customers worldwide, including Canada, the U.S., Germany, and multiple other NATO allies and international partner…
Added 16 mins ago
S
ES-U26-59 Employer Engagement Specialist, Integrated Employment Service
Springboard
Remote, Canada
- Full-time
- Remote
People are at the centre of everything we do. We foster opportunities for skills development, personal growth and social interaction. We also actively promote work/life balance and mental…
Added 16 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 16 mins ago
CW
Physician Liaison
Calgary West Central Primary Care Network
Remote, Canada
- Full-time
- Remote
…alongside hundreds of family doctors and nurse practitioners to support their patients with our programs and services at no cost to doctor, nurse practitioner, or…
Added 16 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 17 mins ago
OR
Wireless Manager - 1107 Waterdown
OSL Retail Services Inc
Hamilton, ON · Waterdown, ON
- Other
Wireless Manager | Full-Time | 1107 Waterdown
Added 17 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 17 mins ago
BS
People Services Generalist
Blackline Safety
Calgary, AB
- Volunteer
Reporting to the Manager, People Services, the People Services Generalist supports the day-to-day operations of the People Services department. This role is responsible for delivering a…
Added 32 mins ago
DC
Biologist or Environmental Planner (Indigenous Community Focus)
Dillon Consulting Limited
Vancouver, BC
- Full-time
…Natural Resource Management team. In this role, you will lead and support a diverse portfolio of projects at the intersection of science and Indigenous Knowledge (IK). You will be…
Added 32 mins ago
JF
Restaurant Supervisor
Jollibee Foods Corporation North America
Regina, SK
- $17.92 CAD / hour
- Full-time
- Part-time
The Restaurant Supervisor assists the Restaurant Manager and restaurant team in the achievement of the Restaurant Business Goals through effective implementation of specific operations…
Added 32 mins ago
TC
Life Enrichment Staff
The Corporation of the County of Lambton
Petrolia, ON
- Part-time
Assist Elders to create specific wellness goals, providing encouragement and support for their participation in therapeutic activities of their choice.
Added 32 mins ago
DH
Warranty Coordinator
Daytona Homes
Edmonton, AB
- Full-time
Provide administrative support to the Warranty Manager and team.
Added 32 mins ago
L
User Experience (UX) Designer
LawDepot
Remote, Canada
- Full-time
- Remote
Partner with the Design Manager and Product Owners to execute project plans, incorporate feedback, and deliver high-quality work
Added 32 mins ago
GD
DYNAMITE - Seasonal Sales Associate - Metropolis at Metrotown
Groupe Dynamite, Inc Garage
Burnaby, BC
- Part-time
Reporting to the Store Manager, your main focus as Seasonal Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each…
Added 32 mins ago
GD
DYNAMITE - Store Manager - Rue Sainte-Catherine
Groupe Dynamite, Inc Garage
Montreal, QC
- Full-time
Reporting to the District Manager, your main focus as Store Manager is to promote a positive shopping experience and build loyal customer relationships. You produce outstanding business…
Added 32 mins ago
Senior 3D Artist
2K
Lunenburg, NS · NS
Work closely with the Art Manager to visualize and develop asset production pipelines.
Added 32 mins ago
R
Client Advisor
RBC
Stonewall, MB
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 32 mins ago
R
Director, Corporate Client Group
RBC
Kingston, ON · Ottawa, ON
- Full-time
…revenue between $25MM and $100MM. As a professional relationship manager with strong business development skills and advanced financial acumen, you are responsible for new client…

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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