Advisor Support Associate

Permanent Full Time

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 IPC Securities Operations team is currently growing! We are seeking an Advisor Support Associate – someone who can provide exceptional client service and support to our Advisory teams to ensure a high level of accuracy and timely transactional processing.

What You Will Do

• Be a Fee for Service program expert
• Work with the Advisor offices providing guidance and documentation requirements
• Responds to Advisors inquiries on fee entries in accounts with service excellence
• Collaborate with our custodian to ensure the Fee for Service set ups and updates are done in a timely manner
• Monthly review of the program billable & non billable list
• Validate monthly and quarterly billing file
• Calculate and coordinate client account entry corrections where required
• Collaborate with internal teams in person and external teams to enhance the client’s experience
• Perform monthly and quarterly audit review and calculations on billed amounts
• Assist to actively evaluate the relevance of existing guidelines and collaborate to keep department SOP up to date
• Participate in cross functional trainings to expand knowledge on business processes and be involved in service delivery excellence
• Participate in department trainings, projects and initiatives as assigned
  
  

What You Will Bring

• Possess 1-3 years of experience within an operations environment, working with the Securities platform
• Post secondary education in Business or equivalent job experience
• Completion of CSC/IFIC is an asset
• Knowledge of relevant Securities back-office software solutions is an asset
• Must be extremely proficient at using the Microsoft Office suite of products, mainly MS Word and Excel
• Ability to leverage technology to increase work efficiency and enhance the client’s experiences
• Knowledge in Fee for Service programs and processing
• Likes to do calculations and working with spreadsheets.
• Relationship-building skills with a commitment to establishing long-term relationships
• Ability to think critically and use sound judgment when serving clients
• Drives for results, demonstrates resilience and adaptability
  
  

The base salary for this position is between $43,600 - $ 65,300 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.

For student opportunities only

For our student opportunities, the base salary will be dependent on the number of work terms you have completed along with other factors depending on your program.

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 [email protected].

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