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. Monitor and respond to requests from advisors, advisor offices/branches and internal business units within established SLAs Process advisor resignations/retirements and terminations Liaison with Fund Companies to trouble shoot and resolve errorsSetup and/or maintain access for required internal softwares Update and/or maintain internal databases for Unlicensed Assistants Work with PMO for new operating system releases, testing where required Ad-hoc duties/projects as required Deliver prompt, friendly and efficient customer service Advanced knowledge of Microsoft Office Accurate data entry with robust attention to detail 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 This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus,



commission etc). 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. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.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: 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. Employee recognition programs, service milestone celebrations, employee discounts and more! We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Customer

Service and Administration

📌 Advisor Support Associate, Bilingual (Mississauga)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Mississauga