Pinnacle - Advisor Support Associate
Permanent Full Time
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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.
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Support routine policy service requests, including beneficiary, ownership, banking, address, payment, and other administrative changes, in accordance with established procedures.
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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.
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Identify missing or inconsistent information, resolve routine administrative issues, and escalate complex, sensitive, or time-critical matters to the Manager or appropriate partner.
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Follow carrier requirements, administrative processes, privacy expectations, and compliance standards while delivering responsive service to Advisors and clients.
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Contribute to process improvements, special projects, and general team coverage as required.
What you will bring
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Post-secondary education in Business, Administration, Finance, Insurance, or a related field is preferred.
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Experience in insurance administration, advisor support, client service, banking, wealth management, or financial services.
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Knowledge of life and health insurance administration, carrier processes, underwriting workflows, and policy service is an asset.
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Strong organization and prioritization skills, with the ability to manage multiple files, deadlines, interruptions, and competing priorities.
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Exceptional attention to detail and accuracy when handling client information, forms, documentation, and follow-up requirements.
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Professional written, verbal, telephone, and virtual communication skills, with sound judgment and a strong service orientation.
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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.
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Proficiency with Microsoft Office applications and comfort learning CRM platforms, carrier portals, and other business systems.
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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, 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:
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 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 additional investment 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 talentacquisitioncanada@canadalife.com. 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 who qualify for an interview will be contacted.
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