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 Wealth Advisors. At IPC Wealth we’ve designed every aspect of the Advisor Services Associate role with you in mind. What is the role of the Advisor Services Associate? 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 Monitoring of monthly reports in preparation for maturity and interest payments. Provide timely email support and effectively manage customer escalations. Participate in team meetings, weekly huddles, organized team events as well as inter departmental meetings and projects Provide assistance for back office software application testing as required What traits and competencies should an Advisor Services Associate possess? Ability to oversee/manage multiple projects effectively and a capacity for dealing with tight deadlines.



Service oriented attitude and desire for future growth. What are the preferred qualifications for an Advisor Services Associate? ~ Bilingual in English and French is an asset. ~ Proficient at using the Microsoft Office suite of products, mainly MS Word and Excel 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.
Flexible health and dental advantages,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 a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorshipprograms,socialclubsandevents. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

📌 Associate Advisor (Mississauga)
🏢 Canada Life Group
📍 Mississauga