Advisor Support Associate

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

Benefits offered by this job

Education reimbursement

Mental health benefit

Volunteer day

Pension plan

Employee discounts

ERGs and mentoring

Job summary

Canada Life in Mississauga, Ontario is seeking an Advisor Support Associate to join the Advisor Compensation & Support Services team. You will process advisor rep code updates and facilitate MFDA/IIROC book purchases and transitions while coordinating with internal units, advisors and external fund companies.

The role requires excellent organization, strong communication, and the ability to multitask in a fast-paced environment.

Qualifications

• Strong understanding of financial industry best business practices.
• Ability to accurately process job requirements in a timely manner.
• Ability to communicate effectively in a business environment.
• Strong verbal and written communication skills.
• Deliver prompt, friendly and efficient customer service.
• Excellent analytical and organizational skills.
• Monitor systems, processes and methods, recommending and implementing necessary changes to improve efficiency of internal processes.
• Able to work in a team to accomplish a common goal.
• Professionalism, able to maintain a positive attitude and composure during stressful situations.
• Advanced knowledge of Microsoft Office.

Responsibilities

• Process adviser rep codes updates for MFDA and IIROC book purchases/transitions.
• Monitor and respond to advisor requests within SLAs.
• Ensure documentation and signatures for new payout forms and changes to rep codes.
• Process advisor resignations/retirements and terminations.
• Liaise with internal departments to transfer requests and updates.
• Update Fund Companies via NFU broadcasts using RightFax and FundServ.
• Troubleshoot and resolve errors with Fund Companies.
• Setup or maintain access for internal software.
• Maintain internal databases for Unlicensed Assistants.
• Setup/update rep codes with compliance reviewers for Branch Managers.
• Complete internal audit requests as required.
• Work with PMO on operating system releases and testing.
• Ad-hoc duties/projects as required.

Skills

Financial industry

Communication skills

Time management

Attention to detail

Confidentiality

Microsoft Office

Education

Undergraduate degree in Business

Tools

FundServ

RightFax

Payout systems

Job description

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The Advisor Support Associate is an integral part of the Advisor Compensation & Support Services team, which reports directly to the Associate Manager. As a key contributor, you will be responsible for processing advisor rep codes updates, facilitating MFDA and IIROC book purchases/transitions, as well as interacting with various internal business units, advisors and external fund companies. We are seeking for someone who possesses great organizational skills, is enthusiastic, and can multi-task in our fast-paced environment!

What you will do:

• Processing for Univeris (MFDA) and MyView (IIROC) accordingly within established SLAs
• Monitor and respond to requests from advisors, advisor offices/branches and internal business units within established SLAs
• Ensure all proper documentation and signatures are received for new advisor’s commission payout forms and for any changes to existing rep code(s) (payout grids, banking, contacts, addresses) and related matters
• Process advisor resignations/retirements and terminations
• Liaison with several internal departments to facilitate transfer of business requests, advisor updates etc.
• Update Fund Companies and Intermediaries by broadcasting Non-Financial Updates (NFU) via RightFax and FundServ
• Liaison with Fund Companies to trouble shoot and resolve errors
• Setup and/or maintain access for required internal softwares
• Update and/or maintain internal databases for Unlicensed Assistants
• Setup and/or update rep code(s) with compliance reviewers for Branch Managers
• Complete internal audit requests as required
• Work with PMO for new operating system releases, testing where required
• Ad-hoc duties/projects as required

What you will bring:

• Strong understanding of financial industry best business practices
• Ability to accurately process job requirements in a timely manner
• Ability to communicate effectively in a business environment
• Strong verbal and written communication skills
• Deliver prompt, friendly and efficient customer service
• Excellent analytical and organizational skills
• Monitor systems, processes and methods, recommending and implementing necessary changes to improve efficiency of internal processes
• Able to work in a team to accomplish a common goal
• Professionalism, able to maintain a positive attitude and composure during stressful situations
• Advanced knowledge of Microsoft Office
• Exceptional capability of meeting deadlines and prioritizing workload
• Accurate data entry with strong attention to detail
• Highest level of confidentiality

What are the preferred qualifications for an Advisor Support Associate?

• Undergraduate degree in Business is preferred
• Minimum 3 to 5 years of experience within the Financial Industry, preferably within a dealership
• Completion of IFIC is an asset

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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:

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 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 aworkplace whereemployeesfeel connected and supported throughEmployee 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 Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.

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Location: Mississauga Ontario, ON, CA, L4W 0E4