Advisor Services Associate

4 weeks ago


Mississauga, Ontario, Canada Investment Planning Counsel Full time

Advisor Services Associate Role Overview

At Investment Planning Counsel, we're seeking a skilled Advisor Services Associate to join our team. This role is ideal for individuals with a background in transfer processing and a passion for delivering exceptional client service.

Key Responsibilities:

  • Manage transfer requests with precision and attention to detail, ensuring seamless execution and timely completion.
  • Collaborate with custodian partners to enhance service delivery and identify opportunities for process improvements.
  • Provide regular updates to advisor offices, ensuring top-tier support and exceptional customer service throughout the transfer process.
  • Take ownership of the client onboarding process, ensuring a smooth and efficient transition into our services.
  • Rigorously quality check all documents involved in the onboarding process to ensure compliance with internal standards and external regulatory requirements.

Requirements:

  • At least 2 years of experience processing external account transfers.
  • Knowledge of relevant IIROC transfer processes.
  • Strong verbal and written communication skills.
  • Post-secondary education or industry equivalency.
  • Minimum 4 years of experience within the Financial Industry, preferably within a dealership.

What We Offer:

  • A supportive and collaborative work environment.
  • Opportunities for professional growth and development.
  • A comprehensive benefits package, including pension and share purchase plan.
  • Recognition and rewards for outstanding performance.

  • Senior Legal Advisor

    2 weeks ago


    Mississauga, Ontario, Canada NANDA AND ASSOCIATE LAWYERS PC Full time

    Job Title: Senior Legal AdvisorAt NANDA AND ASSOCIATE LAWYERS PC, we are seeking a highly skilled Senior Legal Advisor to join our team. As a key member of our real estate law department, you will be responsible for advising clients on their legal rights and matters related to the practice of law.Key Responsibilities:• Advise clients on their legal rights...

  • Associate Advisor

    1 month ago


    Mississauga, Ontario, Canada RBC - Royal Bank Full time

    Join our team as an Associate Advisor in Mississauga, supporting clients and Investment Advisors to help deepen relationships and grow the business. Responsibilities include meeting planning, proactive client service, and trading support. We offer a comprehensive Total Rewards Program, collaborative work environment, and opportunities to build client...

  • Senior Legal Advisor

    4 weeks ago


    Mississauga, Ontario, Canada NANDA AND ASSOCIATE LAWYERS PC Full time

    NANDA AND ASSOCIATE LAWYERS PC is seeking a highly skilled Senior Legal Advisor to join our team. As a key member of our legal department, you will be responsible for advising clients on their legal rights and matters related to law. Your expertise will be invaluable in performing administrative and management functions related to the practice of law.Key...

  • Associate Advisor

    4 weeks ago


    Mississauga, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is a leading financial institution committed to helping clients achieve their financial goals. We are seeking a talented and self-directed individual to join our team as an Associate Advisor.The successful candidate will work closely with an Investment Advisor team to provide proactive...


  • Mississauga, Ontario, Canada Co-operators Full time

    At Co-operators, we're committed to delivering exceptional client experiences and building strong relationships with our customers. As an Associate Insurance Advisor, you'll play a key role in supporting our agency operations and driving sales and service growth for our personal lines products.Key Responsibilities:Develop and implement sales strategies to...


  • Mississauga, Ontario, Canada NANDA AND ASSOCIATE LAWYERS PC Full time

    About NANDA AND ASSOCIATE LAWYERS PCWe are a reputable law firm seeking a highly skilled and experienced Real Estate Lawyer Advisor to join our team. As a respected player in the industry, we offer a dynamic work environment and competitive compensation package.

  • Service Advisor

    1 month ago


    Mississauga, Ontario, Canada The 401 Group of Companies Full time

    Service AdvisorWe are seeking a highly skilled Service Advisor to join our team at The 401 Group of Companies. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key Responsibilities:Assess customer needs by listening to their description of symptoms and conducting thorough inspections.Verify...


  • Mississauga, Ontario, Canada NANDA AND ASSOCIATE LAWYERS PC Full time

    Company OverviewNANDA AND ASSOCIATE LAWYERS PC is a leading law firm committed to providing exceptional legal services to its clients. We are seeking a highly skilled Business Development Legal Associate to join our team.SalaryThe estimated salary for this position is between $45,000 and $65,000 per annum, depending on experience.Job DescriptionWe are...

  • Client Advisor

    4 weeks ago


    Mississauga, Ontario, Canada Armani Group Full time

    Job SummaryWe are seeking a highly motivated and results-driven Client Advisor to join our team at Armani Exchange. As a Client Advisor, you will be responsible for providing an exceptional client experience, driving sales, and shaping the brand experience.Key ResponsibilitiesAssist in the execution of merchandising and client relationship strategiesDevelop...


  • Mississauga, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly motivated professional to join our team as an Associate Advisor. In this role, you will work closely with Investment Advisors to provide proactive advice and support to clients, helping to deepen existing relationships and welcome new clients to the firm.This is an excellent opportunity for someone who is...


  • Mississauga, Ontario, Canada CO_30 TC1 Bird Industrial Management Services Ltd. Full time

    About UsCO_30 TC1 Bird Industrial Management Services Ltd. is a Canadian construction leader with over 100 years of experience. Our impact is felt in the fundamental aspects of our everyday lives, from critical infrastructure to energy and resources.Safety FirstA healthy and safe work environment is non-negotiable at Bird. We build a culture of operational...

  • Service Advisor

    1 month ago


    Mississauga, Ontario, Canada Premier Truck Group Full time

    Service Advisor Job Summary:At Premier Truck Group, we are seeking a highly skilled Service Advisor to join our team. As a Service Advisor, you will be responsible for providing exceptional customer service and ensuring that our customers receive the best possible experience.Key Responsibilities:Greet all customers and provide a warm welcomeSet appointments...

  • Service Advisor

    4 weeks ago


    Mississauga, Ontario, Canada 401 Dixie Volkswagen Full time

    Grow Your Career with 401 Dixie VolkswagenWe are seeking a highly motivated and customer-focused Service Advisor to join our team at 401 Dixie Volkswagen.About the Role:Provide exceptional customer service and sales support for the Service DepartmentGreet customers on the phone or in the DealershipOffer repair recommendations and explain the nature of...


  • Mississauga, Ontario, Canada Zanchin Automotive Group Full time

    Unlock Your Potential as a Senior Service AdvisorZanchin Automotive Group, a leader in the industry driven by 50 years of people-centric business modeling, is seeking an experienced and enthusiastic Senior Service Advisor to join our team.As an integral part of our "we can do that" operation, this position is responsible for providing frontline customer...


  • Mississauga, Ontario, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Wealth Associate to join our team at National Bank. As a key member of our wealth management team, you will be responsible for providing exceptional customer service and ensuring smooth branch operations.Key Responsibilities:Analyze clients' accounts to recommend business opportunities tailored to their...


  • Mississauga, Ontario, Canada Investment Planning Counsel Full time

    Financial Services AssociateAt Investment Planning Counsel, we're seeking a highly skilled Financial Services Associate to join our team. This role is responsible for providing exceptional client service and support to existing advisors and sales assistants, ensuring a high level of accuracy and timely transactional processing.Key Responsibilities:Transfer...

  • Service Advisor

    1 month ago


    Mississauga, Ontario, Canada Meadowvale Honda Full time

    Unlock Your Potential at Meadowvale HondaWe are seeking a skilled Service Advisor to join our team at Meadowvale Honda, one of Canada's Best Managed Companies.As a Service Advisor, you will play a critical role in delivering exceptional customer service and ensuring the smooth operation of our service department.Key Responsibilities:Provide expert advice to...

  • Client Advisor

    4 weeks ago


    Mississauga, Ontario, Canada Armani Group Full time

    Job SummaryWe are seeking a highly motivated and results-driven Client Advisor to join our team at Armani Exchange. As a Client Advisor, you will be responsible for providing an exceptional client experience, driving sales, and shaping the brand experience.Key ResponsibilitiesAssist in the execution of merchandising and client relationship strategiesDevelop...


  • Mississauga, Ontario, Canada Zanchin Automotive Group Full time

    About the OpportunityWe are seeking a skilled and experienced Senior Service Advisor to join our team at Mercedes-Benz Mississauga, part of Zanchin Automotive Group.This is an excellent opportunity for a career-driven individual to work in a dynamic and fast-paced environment. As a Senior Service Advisor, you will be responsible for providing exceptional...


  • Mississauga, Ontario, Canada NBC Full time

    We are seeking a highly skilled Wealth Management Associate to join our team at National Bank. This is an excellent opportunity for individuals who are passionate about delivering exceptional customer service and working in a dynamic, fast-paced environment.Job Overview:This role will provide support to investment advisors in their business development,...