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Added 3 hours ago
TS
Donation Associate
The Salvation Army in Canada
Thunder Bay, ON
- Full-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 7 hours ago
WC
(CAN) Asset Protection Operations Team Associate
Walmart Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 7 hours ago
WC
(CAN) Asset Protection Operations Team Associate
Walmart Canada
Pembroke, ON
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 7 hours ago
FR
General Accounting Administrator
FirstService Residential Canada
Calgary, AB
- Full-time
…tax matters. Responsibilities include maintaining accurate financial and client records, supporting transaction accounting, preparing reconciliations and reports, and keeping documentation…
Added 8 hours ago
TS
Donation Associate
The Salvation Army Canada and Bermuda Territory
Thunder Bay, ON · Red River Thrift Store
- Full-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 8 hours ago
FR
General Accounting Administrator
FirstService Residential Canada
Vancouver, BC
- Full-time
…tax matters. Responsibilities include maintaining accurate financial and client records, supporting transaction accounting, preparing reconciliations and reports, and keeping documentation…
Added 8 hours ago
Customer Experience Associate (Contract) - Huntsville Place Mall Branch (22.5 Hours/Week)
Scotiabank
Huntsville, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 9 hours ago
Part - Time Financial Service Representative
Money Mart
Brampton, ON
Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40…
Added 9 hours ago
NB
Directeur Adjoint de Magasin/Retail Assistant Store Manager
New Balance
Montreal, QC
- Full-time
…meant to be challenged. We foster a culture in which every associate feels welcomed and respected, where leaders and creatives are inspired to shape the world of tomorrow by taking bold…
Added 9 hours ago
MU
Administrative Assistant (NU)
McGill University
Sherbrooke, QC
- Full-time
Responsible for providing a high level of organizational and administrative support to the Associate Vice-President (Financial Services), and for contributing to the smooth and efficient…
Added 9 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Victoria, BC · Cedar Hill Thrift Store
- Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 9 hours ago
TS
Store Associate
The Salvation Army in Canada
Victoria, BC
- Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 10 hours ago
ST
Senior Operations Associate
SS&C Technologies
Toronto, ON
- Full-time
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded…
Added 10 hours ago
MI
Senior Associate, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
…Values of investment funds. A Fund of Funds Genesis Portfolio Operations (FOF) Senior Associate will operate and oversee reconciliation and NAV review technology to deliver a full…
Added 10 hours ago
W
(CAN) Asset Protection Operations Team Associate
Walmart
Toronto, ON
- Part-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 10 hours ago
W
(CAN) Asset Protection Operations Team Associate
Walmart
Pembroke, ON
- Part-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 10 hours ago
CI
Associate, Cash, Collateral & Settlements Operations (12-month contract)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
As an Associate, Cash, Collateral & Settlements Operations, on a 12-month contract, you will support investment operations across public and private markets, with a focus on collateral…
Added 10 hours ago
MI
Senior Associate, Portfolio Operations
MUFG Investor Services
Halifax, NS
- Full-time
…Values of investment funds. A Fund of Funds Genesis Portfolio Operations (FOF) Senior Associate will operate and oversee reconciliation and NAV review technology to deliver a full…
Added 10 hours ago
PA
Investment Operations Associate
Polar Asset Management Partners Inc.
Toronto, ON
- Full-time
We are looking for an Associate to join our Investment Operations team who thrives in a fast-paced environment and enjoys tackling complex challenges. You will have the opportunity to work…
Added 11 hours ago
D
Banking Operations Associate
Dexian
Toronto, ON
- $24 to $25 CAD / hour
- Contract
Previous experience in banking operations or financial transaction processing is an asset.
Added 12 hours ago
Senior Customer Experience Associate - Castleridge Centre, AB (30 hours/week)
Scotiabank
Calgary, AB
…customers first, and our priority is to help them achieve their financial…
Added 12 hours ago
Customer Experience Associate - Queensway & Islington (15 hours/week)
Scotiabank
Toronto, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 12 hours ago
MI
Fund Accounting Supervisor, Capital Activity- Private Markets
MUFG Investor Services
Toronto, ON
- $82,500 to $121,000 CAD / year
- Full-time
…investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we…
Added 13 hours ago
B
Associate - Equity Derivatives TDS
BMO
Toronto, ON · FCP
- Full-time
Provides support and delivers operational processes to ensure timely and accurate processing of securities and trade transactions are booked correctly in systems for clean downstream…
Added 13 hours ago
TJ
Manager, Fixed Operations
The Jim Pattison Auto Group
North Vancouver, BC
- Full-time
We are seeking an experienced, results-driven Fixed Operations Manager to lead, direct, and grow our Parts and Service departments. This executive leadership role is responsible for the…

The Canada Life Assurance Company

Senior Advisor Associate

ON, Canada
Mississauga Ontario, ON, L4W 0E4, Canada

The base salary for this position is between $50,900 - $76,400 annually.

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Job details

Pay: The base salary for this position is between $50,900 - $76,400 annually.
Apply by: Nov 19, 2026
Experience: Possess a minimum of 3 years of experience within Financial Operations environment, working with the Securities platform
Posting language: English
Posted: Nov 4, 2026

Original job description

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.

Our IPC Securities Operations team is currently growing! We are seeking a Senior Advisor Associate – someone who can provide exceptional client service and support to our Advisory teams to ensure a high level of accuracy and timely transactional processing.

What you will do

Investigate and resolve cases presented by Advisory and internal teams
Address complex cases in an expedited manner in collaboration with internal and external partners where required
Work with the Advisor offices providing guidance, documentation requirements and process requested client account transactions
Be a registered account product specialist handling deposits, estate settlement, unlocking requests, financial hardship, home buyers’ withdrawal, RESP’s, RDSP’s, TFSA’s, FHSA’s RIF/LIF transactions
Mutual fund bulk trade execution
Client account entry corrections such as trade corrections, registered contributions and tax slips adjustments
Monitor client account debits and process sellouts where required
Collaborate with internal teams in person and external teams to enhance the client experience
Be a resource capitalizing on relevant regulatory and industry experience to enhance existing processes
Assist to actively evaluate the relevance of existing guidelines and collaborate to keep department SOP up to date
Be a subject matter expert on Operational BAUs and seasonal activities such as Trustee Fees
Participate in department trainings, projects and initiatives as assigned

What you will bring

Knowledge in registered products and processing
Relationship-building skills with a commitment to establishing long-term relationships
Ability to leverage technology to enhance the client’s experiences
Ability to think critically and use sound judgment when serving clients
Can work both independently and as a team to reach a common goal
Ability to respond gracefully and professionally in negative situations turning events to a more positive experience
Ability to handle high volumes by utilizing time management skills
Contributes to the positive morale and a sense of team spirit
Drives for results, demonstrates resilience and adaptability
Possess a minimum of 3 years of experience within Financial Operations environment, working with the Securities platform
Post secondary education in Business or equivalent job experience
Completion of CSC/IFIC preferred
Knowledge of relevant Securities back-office software solutions is an asset; FundSERV, T80 et.al.
Must be proficient at using the Microsoft Office suite of products, mainly MS Word and Excel

The base salary for this position is between $50,900 - $76,400 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 Senior Advisor Associate will resolve complex client cases and provide support to advisory teams regarding account transactions and documentation. They will also act as a subject matter expert on operational activities and ensure accurate processing of registered product transactions.

Requirements

Candidates must have at least 3 years of experience in a financial operations environment and possess post-secondary education in business or equivalent experience. Proficiency in Microsoft Office and knowledge of securities back-office software like FundSERV are required, with CSC/IFIC completion preferred.

Skills

Financial operations
Client service
Transactional processing
Registered products
Relationship building
Critical thinking
Time management
Mutual fund trade execution
Regulatory compliance
Microsoft Office
Excel
FundSERV
Data entry
Problem solving
Communication

Benefits

Career development
Education reimbursement
Health benefits
Dental benefits
Mental health benefit
Vacation
Personal days
Volunteer day
Pension plan
Share ownership program
Employee recognition programs
Employee discounts

Visa sponsorship

Not detected in the job text

Keywords

Investment Planning Counsel
Canada Life
Wealth management
Securities operations
Registered products
Mutual funds
RESP
RDSP
TFSA
FHSA
RIF
LIF
FundSERV
T80
Microsoft Word
Microsoft Excel
Financial operations
Client experience
SOP
Trustee fees
CSC
IFIC
Back-office software
Estate settlement
Trade corrections

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