Advisor Support Associate

Canada Life Group; Calgary; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Career development

Health & Wellness benefits

Paid time off

Pension plan

Employee recognition

Job summary

Canada Life is seeking an Advisor Support Associate in Calgary to support Advisors and clients with administrative, operational, and client service tasks. The role partners with Client Experience Specialists to streamline processes and ensure a high-quality client experience.

The ideal candidate is detail-oriented, organized, and capable of thriving in a fast-paced professional environment, with strong communication skills and proficiency in Microsoft Office.

Qualifications

• Experience in a client service or administrative role in financial services is preferred.
• Strong organizational skills with the ability to manage multiple tasks and deadlines.
• Experience with CRM and Microsoft Office applications is an asset.

Responsibilities

• 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 and rescheduling appointments.
• Monitor shared team mailboxes and route requests to appropriate team members.
• Assist with client onboarding, account maintenance, and service requests.
• Maintain accurate client records in internal systems and reports.

Skills

Client service

Administrative support

Financial services awareness

Microsoft Office

Communication

Education

Post-secondary education in Business/Administration/Finance

Tools

CRM platforms

MS Office

Job description

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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.

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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’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:

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 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 and personal days, we support communityinvolvement 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 onCommunity: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorshipprograms, socialclubsandevents.

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, but only those who qualify for an interview will be contacted.

#LI-Hybrid

Category: Customer Service and Administration

Location

Calgary, AB, CA London Ontario, ON, CA, N6A 4K1 Mississauga Ontario, ON, CA, L4W 0E4 Ottawa, ON, CA Kingston Ontario, ON, CA, K7P 0L5

Date: Oct 8, 2026