Advisor Support Associate

Job summary

The Advisor Support Associate provides administrative, operational, and client service support to a team of Advisors and Client Experience Specialists. Key tasks include managing client inquiries, coordinating calendars, maintaining accurate records, and assisting with client onboarding and documentation.

Job details

Permanent Full Time - Please note this is a hybrid position. 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. At IPC, the Advisor Support Associate role is designed to support both Advisors and clients effectively. In this position, you will provide administrative, operational, and client service support to a pooled team of Advisors and Client Experience Specialists (CES) within the National Accounts Desk. This role is essential to maintaining efficient daily operations, delivering a high-quality client experience, and supporting Advisor productivity. The ideal candidate is detail-oriented, client-focused, and comfortable in a fast-paced professional environment. The Advisor Support Associate partners closely with Client Experience Specialists to coordinate client service activities, manage administrative workflows, and support operational processes that contribute to a seamless client experience. What You Will Do You will partner with Client Experience Specialists (CES) to support Advisors and clients through a variety of administrative, operational, and client service responsibilities, including: Provide outstanding customer service and support by putting the client first. Serve as a first point of contact for administrative client inquiries by phone and email. Coordinate Advisor calendars and client service activities, including scheduling, confirming, and rescheduling client appointments. Monitor and manage shared team mailboxes and route requests to the appropriate team members. Assist with client onboarding, account maintenance, and administrative service requests. Coordinate, track, and follow up on client documentation requirements, including outstanding DocuSign requests. Maintain accurate client records within UVC and internal systems. Generate reports and support workflow tracking and service activities. Contribute to team efficiency and continuous process improvement initiatives. Escalate licensed, investment-related, trading, and advice-related inquiries to the appropriate Client Experience Specialist or Advisor. What You Will Bring Post-secondary education in Business, Administration, Finance, or a related field preferred. Experience in an advisor support, client service, administrative, banking, wealth management, or financial services environment. Bilingualism (French and English) is considered an asset. Strong organizational skills, with the ability to manage multiple priorities and meet deadlines. Strong written, verbal, and virtual communication skills. Exceptional attention to detail and accuracy. Demonstrated ability to take initiative and work effectively both independently and as part of a team. Strong client service orientation with a commitment to delivering an exceptional client experience. Proficiency with Microsoft Office applications and business systems. Experience with CRM platforms and client management systems is considered an asset. Knowledge of wealth management or financial services operations is considered an asset. IFIC Mutual Fund, CSC, or other industry coursework is considered an asset but is not required. Career opportunities will be open a minimum of 5 business days from the date of posting. Closing dates will vary depending on search activity. All applications received will be reviewed on a rolling basis. - The base salary for this position is between $XX,XXX - $XX,XXX 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

What you’ll do

The Advisor Support Associate provides administrative, operational, and client service support to a team of Advisors and Client Experience Specialists. Key tasks include managing client inquiries, coordinating calendars, maintaining accurate records, and assisting with client onboarding and documentation.

Requirements

Candidates should have post-secondary education in Business, Administration, or Finance and experience in a financial services or administrative environment. Strong organizational, communication, and client service skills are required, along with proficiency in Microsoft Office.

Benefits

• Career development
• Education reimbursement
• Flexible health and dental benefits
• Mental health benefit
• Volunteer day
• Company-matching pension plan
• Share ownership program
• Employee recognition programs
• Employee discounts

Listed skills

• Customer service · Preferred
• Administrative Support · Preferred
• Client Relationship Management · Preferred
• Data entry · Preferred
• Communication Skills · Preferred
• Microsoft Office · Preferred
• Attention to detail · Preferred
• Teamwork · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Administrative support
• Operational support
• Client relationship management
• Calendar management
• Data entry
• Record maintenance
• Communication skills
• Organizational skills
• Microsoft Office
• CRM platforms
• Wealth management
• Financial services
• Attention to detail
• Teamwork
• DocuSign (Software)
• Workflow Management
• Organizational Skills
• Ability To Meet Deadlines
• Bilingual (French/English)
• Client Onboarding
• Planning
• Mental Health
• Customer Relationship Management
• Business Administration
• Business Systems
• Investments
• Customer Service
• Continuous Improvement Process
• Finance
• Financial Services
• Mentorship
• Mutual Funds
• Online Communication
• Operations
• Wealth Management
• Proactivity
• Scheduling
• Detail Oriented

Job areas

• Administrative
• Customer Service & Support
• Finance & Accounting
• Support Associate
• Sales Support Representative
• Shop Sales Assistants
• Retail Salespersons

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