Advisor Support Associate (12 Month Contract)

Temporary 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.

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! Please note this is a 12 month contract position.

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

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

• Monitor systems, processes and methods, recommending and implementing necessary changes to improve efficiency of internal processes

• 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

• 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  $39, 200 - $ 69, 300 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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