Advisor Support Associate

Canada Life; Calgary; Ibrido; CAD 45.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Career development

Health & Wellness benefits

Volunteer day

Pension plan

Employee recognition programs

Descrizione del lavoro

Canada Life in Calgary is seeking an Advisor Support Associate to back a pooled team of Advisors and Client Experience Specialists within the National Accounts Desk. This hybrid, full-time role focuses on administrative, operational, and client service support to ensure a seamless client experience and support Advisor productivity.

You will coordinate calendars, handle inquiries by phone and email, maintain client records, generate reports, and contribute to process improvements.

Competenze

• Experience in advisor support or financial services environment.
• Bilingualism in French and English is an asset.
• Strong written and verbal communication and attention to detail.

Mansioni

• Support Advisors and clients with administrative and client service tasks.
• Coordinate calendars and client service activities, scheduling and rescheduling.
• Manage shared mailboxes and document workflows, including DocuSign.
• Maintain client records and generate activity reports.
• Escalate investment or advisory inquiries appropriately.

Conoscenze

Client service

Organizational skills

Communication skills

Multitasking

Microsoft Office

CRM systems

Formazione

Post-secondary education in Business/Administration/Finance

Strumenti

CRM platforms

Microsoft Office applications

Descrizione del lavoro

Permanent Full Time

Please note this is a hybrid position.

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.

At IPC, the Advisor Support Associate role is designed to support both Advisors and clients effectively. In this position, you will provide administrative, operational, and client service support to a pooled team of Advisors and Client Experience Specialists (CES) within the National Accounts Desk.

This role is essential to maintaining efficient daily operations, delivering a high-quality client experience, and supporting Advisor productivity. The ideal candidate is detail-oriented, client-focused, and comfortable in a fast-paced professional environment. The Advisor Support Associate partners closely with Client Experience Specialists to coordinate client service activities, manage administrative workflows, and support operational processes that contribute to a seamless client experience.

What You Will Do

You will partner with Client Experience Specialists (CES) to support Advisors and clients through a variety of administrative, operational, and client service responsibilities, including:

• Provide outstanding customer service and support by putting the client first.
• Serve as a first point of contact for administrative client inquiries by phone and email.
• Coordinate Advisor calendars and client service activities, including scheduling, confirming, and rescheduling client appointments.
• Monitor and manage shared team mailboxes and route requests to the appropriate team members.
• Assist with client onboarding, account maintenance, and administrative service requests.
• Coordinate, track, and follow up on client documentation requirements, including outstanding DocuSign requests.
• Maintain accurate client records within UVC and internal systems.
• Generate reports and support workflow tracking and service activities.
• Contribute to team efficiency and continuous process improvement initiatives.
• Escalate licensed, investment-related, trading, and advice-related inquiries to the appropriate Client Experience Specialist or Advisor.

What You Will Bring

• Post-secondary education in Business, Administration, Finance, or a related field preferred.
• Experience in an advisor support, client service, administrative, banking, wealth management, or financial services environment.
• Bilingualism (French and English) is considered an asset.
• Strong organizational skills, with the ability to manage multiple priorities and meet deadlines.
• Strong written, verbal, and virtual communication skills.
• Exceptional attention to detail and accuracy.
• Demonstrated ability to take initiative and work effectively both independently and as part of a team.
• Strong client service orientation with a commitment to delivering an exceptional client experience.
• Proficiency with Microsoft Office applications and business systems.
• Experience with CRM platforms and client management systems is considered an asset.
• Knowledge of wealth management or financial services operations is considered an asset.
• IFIC Mutual Fund, CSC, or other industry coursework is considered an asset but is not required.

Career opportunities will be open a minimum of 5 business days from the date of posting. Closing dates will vary depending on search activity. All applications received will be reviewed on a rolling basis.

The base salary for this position is between $XX,XXX - $XX,XXX 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

• 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 additionalinvestment 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 [e-mail]. 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 that qualify for an interview will be contacted.