Advisor Services Associate

Permanent Full Time 

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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.    

In November 2023, Canada Life acquired IPC.  Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.   

With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.

Our Nominee team is currently seeking an Advisor Services Associate– someone who is responsible for providing a very high level of service to internal and external clients. Any advisor/branch inquiries/processing inquiries will be handled to ensure that accurate, efficient service is provided to everyone in a professional manner. The primary function of this role is to provide back-office processing support for IPC Advisors.    

What you will do

•    Processing all documentation related to accounts: Non-Reg, TFSA’s, RSP’s, RRIF’s, LIRA’s, LIF’s, Trusts, informal and formal, estate accounts and corporate accounts.
•    Processing transfers in and out, verify setup of new accounts, entering systematic instructions, verify and processing withdrawals and de-registrations. 
•    Verify and setup Fee for Service & FFS Quality Control
•    Processing preauthorized payments, automatic withdrawals, purchases, redemptions, transfers, switches and ensuring accurateness of transactions.
•    Monitoring of monthly reports in preparation for maturity and interest payments.
•    Process all transaction-related paperwork such as letters of Indemnities, commission rebates, cheque requisitions - as it pertains to specific branch offices/advisors in a timely, efficient and accurate manner. 
•    Provide timely email support and effectively manage customer escalations.
•    Able to process AWD Settlement, Wrap Fee Processing, Client Payout etc.
•    Participate in team meetings, weekly huddles, organized team events as well as Inter departmental meetings and projects
•    Create and review non-financial updates sent to fund companies via Fund SERV.
•    Provide assistance for back office software application testing as required
•    Review and update procedure manuals as required

What you will bring

•    Must be able to effectively communicate with various audiences and all levels of staff.
•    Strong time management and organizational skills.
•    Ability to oversee/manage multiple projects effectively and a capacity for dealing with tight deadlines.
•    Service oriented attitude and desire for future growth.  
•    The ability to handle complex escalations effectively and in a timely manner.
•    Learn and apply problem solving methods and tools.
•    Contributes to positive morale and a sense of team spirit.
•    Consistently meets goals and completes assigned tasks, clarifying work when needed.
•    The ability to think outside the box shares improvement ideas and readily implements optimized work processes and practices.
•    Actively seeks opportunities to learn and build new skills and knowledge.
•    College or University Financial Business studies preferred
•    2-5 years of experience within the Mutual Fund Industry and specifically Registered products in a Nominee environment.
•    Completion of CSC/IFIC is an asset
•    Bilingual in English and French is an asset.
•    Proficient at using the Microsoft Office suite of products, mainly MS Word and Excel.

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The base salary for this position is between  $44,700 - $ 67,000 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.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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