Advisor Services Associate

Canada Life Group; Mississauga; On-site; CAD 46,000 - 68,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Pension Plan

Employee Discounts

Community & ERGs

Job summary

Canada Life in Mississauga is seeking an Advisor Services Associate to deliver a high level of service and back-office processing support for IPC Wealth Advisors. The role involves handling documentation, transfers, settlements and related account activities.

Ideal candidates will have 2–5 years in mutual funds, CSC/IFIC, and strong communication skills. This on-site role offers career development, health and pension benefits, and a team-focused environment.

Qualifications

• College or University in Financial Business studies preferred.
• 2–5 years of Mutual Fund experience in a Nominee environment.
• CSC/IFIC certification completed.
• Bilingual English and French is an asset.
• Proficient with MS Word and Excel.

Responsibilities

• Process all documentation for accounts (Non-Reg, TFSA, RRSP, RRIF, LIRA, LIF, trusts, estates, corporate).
• Handle transfers, setup new accounts, and process withdrawals and de-registrations.
• Verify and setup Fee for Service and FFS Quality Control.
• Process preauthorized payments, auto withdrawals, transfers, and settlements.
• Provide timely email support and escalate as needed.
• Review and update procedure manuals; participate in team meetings and projects.

Skills

Communication

Time management

Multitasking

Customer service

Problem solving

Team collaboration

Attention to detail

Adaptability

Learning mindset

Bilingual EN/FR

Education

College/University Financial Business studies

CSC/IFIC

Tools

MS Word

Excel

Job description

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Our Nominee team is currently seeking an Advisor Services Associate– someone who is responsible for providing a very high level of service to internal and external clients. Any advisor/branch inquiries/processing inquiries will be handled to ensure that accurate, efficient service is provided to everyone in a professional manner. The primary function of this role is to provide back-office processing support for IPC Wealth Advisors.

WE WANT YOU TO JOIN OUR TEAM OF WINNERS!

At IPC Wealth we’ve designed every aspect of the Advisor Services Associate role with you in mind.

What is the role of the Advisor Services Associate?

• Processing all documentation related to accounts: Non-Reg, TFSA’s, RSP’s, RRIF’s, LIRA’s, LIF’s, Trusts, informal and formal, estate accounts and corporate accounts.
• Processing transfers in and out, verify setup of new accounts, entering systematic instructions, verify and processing withdrawals and de-registrations.
• Verify and setup Fee for Service & FFS Quality Control
• Processing preauthorized payments, automatic withdrawals, purchases, redemptions, transfers, switches and ensuring accurateness of transactions.
• Monitoring of monthly reports in preparation for maturity and interest payments.
• Process all transaction-related paperwork such as letters of Indemnities, commission rebates, cheque requisitions - as it pertains to specific branch offices/advisors in a timely, efficient and accurate manner.
• Provide timely email support and effectively manage customer escalations.
• Able to process AWD Settlement, Wrap Fee Processing, Client Payout etc.
• Participate in team meetings, weekly huddles, organized team events as well as inter departmental meetings and projects
• Create and review non-financial updates sent to fund companies via Fund SERV.
• Provide assistance for back office software application testing as required
• Review and update procedure manuals as required
• Ad-hoc duties as required.

What traits and competencies should an Advisor Services Associate possess?

• Must be able to effectively communicate with various audiences and all levels of staff.
• Strong time management and organizational skills.
• Ability to oversee/manage multiple projects effectively and a capacity for dealing with tight deadlines.
• Service oriented attitude and desire for future growth.
• The ability to handle complex escalations effectively and in a timely manner.
• Learn and apply problem solving methods and tools.
• Contributes to positive morale and a sense of team spirit.
• Consistently meets goals and completes assigned tasks, clarifying work when needed.
• The ability to think outside the box shares improvement ideas and readily implements optimized work processes and practices.
• Actively seeks opportunities to learn and build new skills and knowledge.
• Responds well to changing priorities and circumstances.

What are the preferred qualifications for an Advisor Services Associate?

• College or University Financial Business studies preferred
• 2-5 years of experience within the Mutual Fund Industry and specifically Registered products in a Nominee environment.
• Completion of CSC/IFIC.
• Bilingual in English and French is an asset.
• Proficient at using the Microsoft Office suite of products, mainly MS Word and Excel

The base salary for this position is between $45,600 - $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’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand 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

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorshipprograms,socialclubsandevents.

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted

Location:

Mississauga Ontario, ON, CA, L4W 0E4