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Added 27 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Oshawa, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 27 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Saint-Eustache, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 27 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Oshawa, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 27 mins ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Saint-Eustache, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 27 mins ago
SD
Pharmacist, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Paradise, NL
- Part-time
To manage the operations of the Pharmacy while on duty, including providing consultation to both customers and health care providers, practice to full scope in providing professional…
Added 27 mins ago
SD
Marchandiseur(seuse), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Saint-Eustache, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 27 mins ago
SD
Cashier, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Carleton Place, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 27 mins ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Campbell River, BC
- Full-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 27 mins ago
W
(CAN) Stocking 1 Team Associate
Walmart
Toronto, ON
- Part-time
…and new merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…
Added 27 mins ago
W
(CAN) Customer Service Manager
Walmart
Tsawwassen, BC
- Part-time
Monitors Front End operations to ensure proper associate coverage, coordinates breaks, and provides support to outlying registers to maintain efficient customer flow.
Added 27 mins ago
W
(CAN) Overnight Associate
Walmart
Nelson, BC
- Part-time
…processing of merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…
Added 56 mins ago
CH
Chief Engineer CAN
Concord Hospitality Enterprises
Barrie, ON
- Full-time
…This is a key leadership role responsible for all maintenance operations, compliance, and team development in a fast-paced hospitality…
Added 56 mins ago
CH
Valet Parking Attendant
Concord Hospitality Enterprises
AB · Calgary, AB
- Full-time
At Concord Hospitality, we invest in our associates through training and development at all levels. Our “Associate First” culture supports growth, balance, and diversity.
Added 56 mins ago
CH
Full Time Breakfast Attendant-Hilton Garden Inn & Homewood Suites Ottawa Downtown-Ottawa, ON
Concord Hospitality Enterprises
Ottawa, ON
- Full-time
Ensure restaurants are properly set and well-stocked for breakfast operations prior to opening
Added 56 mins ago
CH
Full Time Demi 1 Cook-Hilton Garden Inn & Homewood Suites Ottawa Downtown
Concord Hospitality Enterprises
Ottawa, ON
- Full-time
…development at all levels, from interns to executive leaders. Our “Associate First” culture supports and inspires personal development both within the workplace and…
Added 1 hour ago
SD
Cashier, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Dieppe, NB
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
SD
Beauty Specialist, Hourly Part Time Evening Greenlight Requisition
Shoppers Drug Mart
Orleans, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
SD
Gérant(e) adjoint(e) de l’avant du magasin, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Full-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 1 hour ago
W
(CAN) Front End Team Lead-1
Walmart
Charlottetown, PE
- Full-time
3. Handles customer and associate concerns and provides guidance as required.
Added 1 hour ago
W
(CAN) customer Service Manager
Walmart
Uxbridge, ON
- Part-time
Monitors Front End operations to ensure proper associate coverage, coordinates breaks, and provides support to outlying registers to maintain efficient customer flow.
Added 1 hour ago
W
Customer Service Manager
Walmart
Port Hawkesbury, NS
- Full-time
Monitors Front End operations to ensure proper associate coverage, coordinates breaks, and provides support to outlying registers to maintain efficient customer flow.
Added 1 hour ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Edmonton, AB
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 1 hour ago
W
(CAN) Overnight Associate
Walmart
Penticton, BC
- Part-time
…processing of merchandise all in a safe and clean environment. This Associate will function as part of a team to strategically plan and execute duties based on workload and operational…
Added 1 hour ago
TT
Retail Store Coordinator Full Time - Ancaster
The TJX Companies, Inc.
Ancaster, ON
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
4S
Filler General Labourer
4Sight Search Solutions Inc.
Milton, ON
- Full-time

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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