Advisor Support Associate

Permanent Full Time 

-

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! 

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
• Ad-hoc duties/projects as 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
• Deliver prompt, friendly and efficient customer service
• Excellent analytical and organizational skills
• Monitor systems, processes and methods, recommending and implementing necessary changes to improve efficiency of internal processes 
• Able to work in a team to accomplish a common goal
• Professionalism, able to maintain a positive attitude and composure during stressful situations
• 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

What are the preferred qualifications for an Advisor Support Associate?

• 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  

-

The base salary for this position is between $45,600 - $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. 

#LI-Hybrid