Advisor Support Specialist (Hybrid)

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Mississauga; On-site; CAD 46,000 - 68,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Emphasis on Community

Job summary

Canada Life is seeking an Advisor Support Associate to join the Advisor Compensation & Support Services team in Mississauga. You will process MFDA and IIROC updates, respond to advisor requests, and manage payout and rep code changes with attention to documentation and timelines.

The role requires strong organizational and analytical skills, excellent communication, and the ability to coordinate across internal departments in a fast-paced environment.

Qualifications

• Undergraduate degree in Business preferred.
• 3–5 years of financial industry experience, dealership preferred.
• IFIC certification is an asset.

Responsibilities

• Process MFDA and IIROC updates within SLAs.
• Monitor and respond to advisor requests within SLAs.
• Ensure documentation for new advisor payout changes and rep code updates.
• Process advisor resignations/retirements and terminations.
• Liaise with internal departments to facilitate transfers and advisor updates.
• Broadcast Non-Financial Updates to Fund Companies and Intermediaries.
• Troubleshoot and resolve errors with Fund Companies; set up required software access.
• Update internal databases for Unlicensed Assistants.
• Update rep codes with compliance reviewers for Branch Managers.
• Complete internal audit requests as required.
• Work with PMO on new OS releases and testing.
• Ad-hoc duties/projects as required.

Skills

Financial industry knowledge

Attention to detail

Communication skills

Customer service

Analytical skills

Organizational skills

Deadline oriented

Data entry accuracy

Confidentiality

Microsoft Office proficiency

Education

Undergraduate degree in Business

IFIC (asset)

Tools

Microsoft Office

Job description

Canada Life is seeking an Advisor Support Associate to join the Advisor Compensation & Support Services team in Mississauga. You will process MFDA and IIROC updates, respond to advisor requests, and manage payout and rep code changes with attention to documentation and timelines.

The role requires strong organizational and analytical skills, excellent communication, and the ability to coordinate across internal departments in a fast-paced environment.