Pinnacle - Advisor Support Associate

Canada Life Group; London; Hybrid; CAD 41,000 - 68,000; Full time

Benefits offered by this job

Career development

Health & wellness

Time off

Pension & investments

Recognition programs

Community & ERGs

Job summary

Canada Life is seeking an Advisor Support Associate in London, ON, with additional postings in Winnipeg and Toronto, to provide administrative and client service support for insurance business. This full-time role involves coordinating applications, policy service changes, and file follow-up within a collaborative team.

Qualifications include post-secondary education in related fields and experience in insurance administration or wealth management.

Qualifications

• Post-secondary education in Business, Administration, Finance, Insurance or related field preferred.
• Experience in insurance administration, advisor support, client service or financial services.
• Knowledge of life and health insurance administration, carrier processes, underwriting workflows and policy service is asset.
• Strong organization and prioritization skills with multiple files and deadlines.
• Attention to detail and accuracy when handling client information and documentation.
• Professional written, verbal, telephone and virtual communication with strong service orientation.
• Proactive, solutions-focused approach and ability to work with Insurance Specialists and Advisors.
• Proficiency with MS Office and CRM platforms; comfortable with carrier portals and business systems.
• Bilingualism in French and English is an asset.

Responsibilities

• Coordinate and track applications, forms, signatures, underwriting and policy delivery; follow up with Advisors, clients, carriers and internal teams.
• Support routine policy service requests including beneficiary, ownership, banking, address and payment changes.
• Monitor shared mailboxes and work queues; triage, route requests and maintain case notes and trackers.
• Identify missing information, resolve routine issues and escalate time-critical matters as needed.
• Follow carrier requirements, privacy expectations and compliance standards in service delivery.
• Contribute to process improvements, special projects and team coverage.

Skills

Insurance administration

Advisor support

Client service

Banking

Wealth management

Financial services

Life & health insurance admin

Organization

Attention to detail

Communication skills

Proactive attitude

MS Office

CRM systems

Bilingual English/French

Education

Post-secondary education

Tools

CRM platforms

Carrier portals

Microsoft Office

Job description

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Investment Planning Counsel (IPC) is one of Canada’s leading independent wealth management firms. We are focused on helping Advisors build better businesses through a remarkable client experience.

Reporting to the Manager, Insurance Link, the Advisor Support Associate provides administrative, operational, and client service support for insurance business within Pinnacle IPC. Working in close partnership with Insurance Specialists and Advisors, this role coordinates their administrative support requests and helps move new and in-force business forward through accurate documentation, proactive follow-up, and dependable service across multiple insurance carriers. This is a non-licensed administrative support role and does not provide insurance advice or recommendations.

What You Will Do

Coordinate and track applications, forms, signatures, supporting documents, underwriting and policy delivery requirements, and other outstanding information ; complete timely follow-ups with Advisors, clients, carrier partners, and internal teams on file status, outstanding requirements, and next steps .

Support routine policy service requests, including beneficiary, ownership, banking, address, payment, and other administrative changes, in accordance with established procedures.

Monitor shared mailboxes and work queues, triage and route requests, and maintain accurate case notes , records, reports, and trackers to support case visibility, service levels, and follow -up activity; follow work through to completion.

I dentify missing or inconsistent information, resolve routine administrative issues, and escalation complex, sensitive, or time-critical matters to the Manager or appropriate partner .

Follow carrier requirements, administrative processes, privacy expectations, and compliance standards while delivering responsive service to Advisors and clients.

Contribute to process improvements, special projects, and general team coverage as required .

What you will bring

Post-secondary education in Business, Administration, Finance, Insurance, or a related field is preferred.

Experience in insurance administration, advisor support, client service, banking, wealth management, or financial services.

Knowledge of life and health insurance administration, carrier processes, underwriting workflows, and policy service is an asset.

Strong organization and prioritization skills, with the ability to manage multiple files, deadlines, interruptions, and competing priorities.

Exceptional attention to detail and accuracy when handling client information, forms, documentation, and follow-up requirements.

Professional written, verbal, telephone, and virtual communication skills, with sound judgment and a strong service orientation.

A proactive, solutions -focused approach, with the ability to build strong working relationships with Insurance Specialists and Advisors, clarify requests and priorities, and work independently while keeping partners informed.

P roficiency with Microsoft Office applications and comfort learning CRM platforms, carrier portals, and other business systems.

Bilingualism in French and English is considered an asset.

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The base salary for this position is between $41,100 - $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’re united 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’re looking 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’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 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.

#LI-Hybrid

Requisition ID: 7273

Category: Sales and Business Development

Location:

London, ON, CA Winnipeg, MB, CA Toronto, ON, CA